Salesforce Specialist, Bookkeeping

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🔥 0 minutes ago

🌐 United States, Philippines – Remote

🇺🇸 United States – Remote 🇵🇭 Philippines – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🌐🧑‍💼 Salesforce Consultant

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DayBook Financial Group

WebsiteLinkedInAll Job Openings

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

• Perform full-cycle bookkeeping, including A/P, A/R, reconciliations, and month-end close • Send invoices and follow up on collections • Maintain vendor records and payment schedules • Prepare reports for the CPA and leadership • Create, update, organize, and merge Salesforce lead and contact records • Maintain clean Salesforce data • Move deals through pipeline stages and update opportunity records • Log calls, emails, and meetings • Pull basic pipeline, conversion-rate, and activity-tracking reports • Read dashboards to prioritize daily work • Set reminders and follow-up tasks using Salesforce calendar/activity feeds • Log emails to Salesforce records and track opens/replies when enabled • Navigate Salesforce Leads, Accounts, Contacts, Opportunities, and Reports tabs independently

🎯 Requirements

• Minimum 5 years of Salesforce experience • Manufacturing or Healthcare industry experience required • Well spoken, polished, and presentable • Experience with full-cycle bookkeeping, including A/P, A/R, reconciliations, and month-end close • Salesforce proficiency in lead and contact management • Salesforce pipeline management experience • Ability to create basic Salesforce reports and read dashboards • Experience with Salesforce task, reminder, calendar, and activity-feed management • Experience with Salesforce email integration, including Outlook/Gmail sync • Ability to navigate Salesforce Leads, Accounts, Contacts, Opportunities, and Reports tabs independently

🏖️ Benefits

• Work from home • Long-term role with consistent work • Clear processes