
Fintech • SaaS • Cloud Commerce
CustomBooks™ is a comprehensive cloud-based accounting software designed to streamline business finances and operations. It offers an array of features including accounting and reporting, inventory management, cloud banking, cloud payroll, and a customizable platform for handling sales and purchases. CustomBooks™ is dedicated to providing training and support to enhance user experience, ensuring businesses can efficiently manage their finances from anywhere.
11 - 50 employees
Founded 2012
💳 Fintech
☁️ SaaS
November 25

Fintech • SaaS • Cloud Commerce
CustomBooks™ is a comprehensive cloud-based accounting software designed to streamline business finances and operations. It offers an array of features including accounting and reporting, inventory management, cloud banking, cloud payroll, and a customizable platform for handling sales and purchases. CustomBooks™ is dedicated to providing training and support to enhance user experience, ensuring businesses can efficiently manage their finances from anywhere.
11 - 50 employees
Founded 2012
💳 Fintech
☁️ SaaS
• Manage existing product features and assist in timely new project deliverables in our annual product roadmap. • Define requirements, specifications, and design/ for new features, improvements and bugs. • Lead/Host Product and Developer meetings, drive projects forward and address issues in a timely manner. • Articulate/communicate to the development team, proactively addressing any native language constraints, cultures or differing work time zones. • Conduct internal and external training sessions/demos, write Knowledgebase Articles and Release Notes. • Draft Project Scopes to include: Goals, Business Requirements, Competitive Analysis, Workflows, pose and answer questions/comments. • Draft Project Product Descriptions (PD’s) documents from Scopes. • Contribute and test to ensure an easy-to-use, intuitive user experience for core product, integrations, mobile and web applications. • Moderate level experience in: Jira, Confluence, Asana, Zoho Knowledgebase, Zoom. • Identify fresh opportunities for innovation and enhancements in our existing SaaS. • Conduct market research, competitive analysis and customer, subject matter expert, consultant interviews and feedback sessions. • Help the Product team compile findings into actionable insights. • Participate in our development process and contribute to the priority of product enhancements. • Work with QA Manager and team/contractors to: develop, document and test solutions and business cases, keep abreast of projects and timeframes. • Provide subject-matter expertise on our existing solutions for the organization. • Other assignments and tasks as assigned.
• Bachelor's degree in Accounting, with related work experience (not less than 5 years) • Experience/knowledge of business operations/workflows and inventory • Project Management skills/experience required, meeting deadlines, driving results and milestones • Expertise in market research, competitive analysis, and customer interviews with positive/solid people skills • Strong technical background with understanding of software development and web/mobile technologies • Exceptional analytical skills, attention to detail, as well as ability to grasp multiple product requirements • Strong multi-tasker with a need to be productive and meet deadlines • Software as a Service (SAAS) product experience is strongly preferred • Experience working side by side with hardware technology or software development • Proficient with: Microsoft Office (Excel, Word, PowerPoint, with an emphasis in Excel) • Preferred proficiency with: Jira, Confluence, Asana, Slack, Service Desk Software - Zoho Desk preferred • Excellent presentation, written and verbal skills • Keen sense of user experience and ability to empathize with customers • Ability to work with others of different nationalities and in multiple time zones (including overseas).
• Medical, Dental, Vision, Life and Short Term Disability - 100% Company paid • Long Term Disability - 100% Company paid • 401k benefits • Aflac plans offered • 15 PTO Days/Annual - starting; increases with tenure • Sick Leave • Holidays • Flexible Savings Account
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