Layer (layerfi.com) Logo

Layer (layerfi.com)

Bookkeeping Support Specialist

Reposted 22 Days Ago
Remote
Hiring Remotely in United States
Junior
Remote
Hiring Remotely in United States
Junior
Conduct live video onboarding and ongoing chat/email support for small-business bookkeeping customers. Set up bank/credit card connections, troubleshoot issues, maintain accurate notes, collaborate across teams, and provide proactive, detail-oriented service.
The summary above was generated by AI
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 fundamentals and basic financial concepts

  • Strong live communication and active listening skills

  • Excellent written communication skills

  • Strong attention to detail and ability to manage multiple tasks simultaneously

  • An ownership and growth mindset

Similar Jobs

10 Days Ago
Remote
United States
Junior
Junior
Agency • Artificial Intelligence • HR Tech • Professional Services
Provide onboarding and ongoing support for SMB customers using the bookkeeping platform: run live video onboarding, troubleshoot bookkeeping questions via chat and email, maintain accurate customer notes, collaborate across teams, and proactively exceed partner and customer expectations.
7 Minutes Ago
Remote or Hybrid
United States
42K-57K Annually
Junior
42K-57K Annually
Junior
Fintech • Information Technology • Insurance • Financial Services • Big Data Analytics
Administers group insurance transactions for participants, plan sponsors, customers, and internal partners. Reviews and enters enrollment data, manages eligibility and beneficiary records, handles plan referrals, maintains automated systems, troubleshoots data issues, develops customer relationships, and researches escalated cases. The role also supports process improvements, explains procedures during customer interactions, and ensures accurate, timely service delivery.
Top Skills: Microsoft Office Suite
35 Minutes Ago
Easy Apply
Remote or Hybrid
Ohio, USA
Easy Apply
149K-198K Annually
Senior level
149K-198K Annually
Senior level
Artificial Intelligence • Cloud • Security • Software • Cybersecurity
Drive technical sales engagements: deliver demos, manage trials and POVs, qualify and technically close complex opportunities, capture CRM feedback, and relay product/competitive input to product teams.
Top Skills: .NetCRMDatadogGoJavaNode.jsPHPPythonRuby

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account