Layer
Financial Services
BookkeepingSupportSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Bookkeeping Support Specialist at Layer. Skills: Bookkeeping, Customer support. Run live video onboarding calls. Gather key business context”
What You'll Achieve.
Provide exceptional customer experience; Drive issues to resolution quickly; Ensure follow-through; Ensure smooth handoffs
Industry & Context.
Troubleshoot issues; Diagnose issues
What They're Looking For.
Must Have
2+ years customer-facing experience, 2+ years bookkeeping experience, Familiarity with small business bookkeeping, Familiarity with basic financial concepts, Live communication skills, Active listening skills, Excellent written communication skills, Attention to detail, Ability to manage multiple tasks
Nice to Have
Ownership mindset, Growth mindset
What You'll Do.
Run live video onboarding calls
Gather key business context
Complete bookkeeping setup
Connect bank accounts
Connect credit card accounts
Address historical bookkeeping needs
Support customers via chat
Support customers via email
Answer bookkeeping questions
Diagnose bookkeeping issues
Drive issues to resolution
Maintain accurate customer notes
Update customer status
Ensure follow-through
Ensure smooth handoffs
Collaborate with Layer teams
Surface product feedback
Exceed partner expectations
Exceed customer expectations
Provide thoughtful support
Provide proactive support
How You'll Work.
Team & Collaboration
Other Layer teams
Communication Scope
Written communication; Live communication; Active listening
Full Job Description
ABOUT LAYER Over the last decade, a vibrant ecosystem of SMB software tools has emerged to help SMBs manage and run their businesses. These tools help SMBs with everything from payments to payroll, but accounting has lagged behind. Small business owners are still struggling with disconnected, generic, accounting software and expensive bookkeepers. At Layer, we’re building a new kind of accounting software and bookkeeping that lives within the existing software tools SMBs use every day. Our platform allows software companies to quickly launch modern accounting software and bookkeeping services to their SMB customers, eliminating the need for them to use legacy accounting tools or bookkeepers. THE ROLE As a Bookkeeping Support Specialist at Layer, you’ll help small businesses get set up on our bookkeeping service smoothly and serve as their ongoing point of contact. You’ll leverage your bookkeeping knowledge to answer users’ questions, troubleshoot issues, and provide an exceptional customer experience. In this role, you will: - Run live video onboarding calls with new customers to gather key business context and complete bookkeeping setup (bank/credit card connections, historical bookkeeping needs, etc.). - Support customers across chat and email by answering bookkeeping questions, diagnosing issues, and driving them to resolution quickly and empathetically. - Maintain accurate customer notes and status updates in internal systems to ensure strong follow-through and smooth handoffs. - Collaborate with other Layer teams to improve workflows and surface product feedback based on recurring customer needs. - Exceed partner and customer expectations by providing thoughtful, proactive, and detail-oriented support. SKILLS & EXPERIENCE Many backgrounds could fit this role, but ideal candidates will have some or all of the following: - 2+ years of experience in a customer-facing (support, onboarding, etc.) or bookkeeping role - Familiarity with small business bookkeeping fund
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