We are looking for a detail-oriented, proactive professional to join our client’s team in a dynamic part-time role combining financial record management with client engagement. This role involves bookkeeping, commission tracking, investor log management, and direct client interactions. If you thrive in a fast-paced environment, have a knack for numbers, and enjoy providing empathetic client support, we’d love to hear from you.
About CrewBloom
CrewBloom connects remote professionals with client-based teams to support marketing, creative, and operational work across a variety of industries.
Schedule
Part-time, remote (client-based).
Operates within the EST time zone between 8 AM and 6 PM. Flexibility to align with these hours is required.
Minimum technical and work environment requirements apply (primary and backup internet, primary and backup device, webcam, headset, dedicated workspace, smartphone).
What You’ll Do
⦁ Maintain and update financial scorecards and Excel spreadsheets weekly
⦁ Track sales data and commissions using an enrollment tracker and ensure accurate reporting
⦁ Record and manage investor logs, maintaining current and accurate data for internal use and reporting
⦁ Reconcile records to align financial data with current transactions and forecasts
⦁ Proactively contact declined clients to provide guidance and explore alternative solutions
⦁ Collaborate with the special financing department to support customized client solutions
⦁ Communicate professionally and empathetically with clients via phone and email
⦁ Conduct regular audits to identify and resolve discrepancies in financial records
⦁ Maintain strict confidentiality of financial documentation and client information
What You Need
⦁ Experience in bookkeeping, accounting, or a related field
⦁ Advanced proficiency in Microsoft Excel and familiarity with financial management tools
⦁ Exceptional organizational skills and strong attention to detail
⦁ Strong mathematical aptitude and analytical skills
⦁ Comfort communicating with clients, including in sensitive or declined situations
⦁ Preferred: experience in client relations, customer support, or sales tracking systems
⦁ Empathy and professionalism when handling client inquiries or challenges
⦁ Strong time management and the ability to juggle multiple tasks effectively
Benefits
⦁ Fun, inclusive, innovative culture that values your unique contributions and supports professional growth
⦁ Daily opportunities to learn, innovate, and excel
⦁ Limitless career growth and resources
⦁ Fast-paced, high-energy environment
⦁ Flexibility to work from home or any location of your choice
⦁ Work-life integration with no commute
Take action today and submit your application.
Support clean books, accurate tracking, and strong client follow-up in a role that blends numbers with real-world communication.
Happy Hunting,
~Two Chicks…