Blend your financial skills with client engagement in a flexible part-time role that keeps you challenged and connected.
About CrewBloom
CrewBloom connects top-tier talent with forward-thinking clients, creating opportunities that value flexibility, innovation, and professional growth. Our client-centered culture emphasizes inclusivity, impact, and long-term success for both our partners and our team members.
Schedule
- Part-time, remote position
- Must align with EST hours (8 AM – 6 PM)
- Flexible scheduling within required time zone availability
What You’ll Do
- Maintain and update financial scorecards and Excel spreadsheets weekly
- Track sales data and commissions with accuracy using an enrollment tracker
- Record and manage investor logs for internal reporting
- Reconcile records to ensure financial accuracy against transactions and forecasts
- Contact declined clients with empathy to provide guidance and explore alternatives
- Partner with the special financing department to facilitate solutions
- Communicate professionally with clients by phone and email
- Conduct regular audits to identify and resolve discrepancies
- Protect confidentiality of all financial and client data
What You Need
- Proven bookkeeping, accounting, or related experience
- Advanced Microsoft Excel skills; familiarity with financial management tools
- Strong math and analytical skills with attention to detail
- Excellent organizational and time management skills
- Confidence handling client interactions, including sensitive situations
- Background in client relations, customer support, or sales tracking (preferred)
- Empathy and professionalism when addressing client challenges
System Requirements
- Internet: at least 15 Mbps (main) and 10 Mbps (backup)
- Computer: i5 processor with 8 GB RAM minimum; i3 backup acceptable
- Backup systems must remain functional during power interruptions
- Webcam, noise-canceling USB headset, and smartphone
- Quiet, dedicated home office setup
Benefits
- Competitive pay for part-time work
- Inclusive and innovative company culture
- Career growth and learning opportunities
- Work from anywhere with flexibility
- Improved work-life balance with no commute
Step into a role that combines numbers and people while supporting your growth and balance.
Happy Hunting,
~Two Chicks…