DayBook Financial Group
11 - 50 employees
Founded 2014
💸 Finance
💼 Consulting
🤝 B2B
Finance • Consulting • B2B
DayBook Financial Group is a financial services firm that appears to provide business-focused bookkeeping, financial diagnostics, and advisory services. The company's website fragments include calls-to-action such as “Book Free Diagnostic” and sections titled “How it Works,” “Capabilities,” and “About,” suggesting they deliver financial assessments and ongoing financial management or consulting to clients. This summary is based on the provided website content and limited visible text.
Bookkeeper, Salesforce Experience
Job not on LinkedIn
🕒 July 27
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DayBook Financial Group
11 - 50 employees
Founded 2014
💸 Finance
💼 Consulting
🤝 B2B
Finance • Consulting • B2B
DayBook Financial Group is a financial services firm that appears to provide business-focused bookkeeping, financial diagnostics, and advisory services. The company's website fragments include calls-to-action such as “Book Free Diagnostic” and sections titled “How it Works,” “Capabilities,” and “About,” suggesting they deliver financial assessments and ongoing financial management or consulting to clients. This summary is based on the provided website content and limited visible text.
📋 Description
• Full-cycle bookkeeping (A/P, A/R, reconciliations, month-end close) • Send invoices and follow up on collections • Maintain vendor records and payment schedules • Prepare reports for CPA and leadership • Salesforce Proficiency Lead & Contact Management: creating, updating, organizing lead/contact records; merging duplicates; maintaining clean data • Pipeline Management: moving deals through stages, updating opportunity records, logging activities (calls, emails, meetings) • Reports & Dashboards: pulling basic reports on pipeline status, conversion rates, activity tracking; reading dashboards to prioritize daily work • Task & Follow-Up Management: setting reminders, follow-up tasks, using calendar/activity feed to stay on top of prospects • Email Integration: logging emails to records (Outlook/Gmail sync), tracking opens/replies if enabled • Basic Navigation: moving between Leads, Accounts, Contacts, Opportunities, and Reports tabs without hand-holding
🎯 Requirements
• Minimum 5 years of Salesforce experience • Industry Background: Manufacturing or Healthcare industry experience required • Well spoken, polished, and presentable
🏖️ Benefits
• Work directly with a U.S. company from home. • Long-term role with consistent work and clear processes.
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