Blend bookkeeping with client engagement in a flexible role that combines financial accuracy with empathetic client support.
About CrewBloom
CrewBloom partners with forward-thinking companies to match them with top-tier remote professionals. We help businesses scale while giving talented individuals flexible opportunities to grow in a global, distributed environment. Our culture is built on accountability, ownership, and collaboration.
Schedule
- Part-time, Remote
- Must align availability between 8 AM – 6 PM EST
Responsibilities
- Maintain and update financial scorecards and Excel spreadsheets weekly.
- Track sales data and commissions with precision using an enrollment tracker.
- Record and manage investor logs, ensuring accuracy and currency.
- Reconcile records against current transactions and forecasts.
- Proactively contact clients who have been declined to provide guidance and alternative solutions.
- Collaborate with the special financing department to deliver tailored client solutions.
- Communicate professionally and empathetically with clients via phone and email.
- Conduct regular audits to identify and resolve discrepancies.
- Safeguard confidentiality of all financial documentation and client data.
Requirements
- Proven experience in bookkeeping, accounting, or related fields.
- Advanced proficiency in Microsoft Excel and financial management tools.
- Strong mathematical aptitude and analytical skills.
- Excellent organizational skills with sharp attention to detail.
- Comfortable engaging with clients, including sensitive situations.
- Experience in client relations, customer support, or sales tracking systems preferred.
- Empathy and professionalism in client-facing communications.
Technical & Work Environment Requirements
- Internet: 15 Mbps+ (primary), 10 Mbps+ (backup).
- Device: Intel i5 (8th gen)/Ryzen 5+ or equivalent, 8GB RAM minimum.
- Backup device meeting Intel i3 equivalent or better.
- Webcam, noise-canceling USB headset, smartphone.
- Quiet, dedicated home office space.
Benefits
- Fully remote, flexible opportunity.
- Inclusive, innovative culture that values your growth.
- Daily chances to learn, innovate, and excel.
- Clear opportunities for career development.
- Work-life balance with no commute.
- Fast-paced, rewarding environment with stimulating challenges.
Happy Hunting,
~Two Chicks…