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Bookkeeping Support Specialist

Layer

United StatesFull-timePosted 3mo agoStill listed 2 days ago

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At a glance

Compensation
No compensation found
Location
United States
Schedule
Full-time
Work Authorization
Not specified

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Job overview

Layer is hiring a Bookkeeping Support Specialist. As a Bookkeeping Support Specialist at Layer, you will help small businesses smoothly set up and maintain their bookkeeping services. Leveraging your bookkeeping knowledge, you will answer user questions, troubleshoot issues, and provide exceptional customer experience. This role involves live video onboarding calls, chat and email support, and collaboration with internal teams to improve workflows and product feedback.

Key focus areas include Run live video onboarding calls with new customers to gather key business context and complete bookkeeping setup, Support customers across chat and email by answering bookkeeping questions, diagnosing issues, and driving them to resolution quickly and empathetically, and Maintain accurate customer notes and status updates in internal systems to ensure strong follow-through and smooth handoffs.

Successful candidates bring Customer‑Facing Experience and Small Business Bookkeeping Fundamentals. Important skills include Live Communication, Active Listening, Communication, Attention To Detail, Manage Multiple Tasks Simultaneously, and Growth Mindset. Preferred (not required): Bookkeeping Knowledge, Troubleshooting, Customer Experience, and Ownership Mindset.

Skills & qualifications

RequiredNice to have

Skills

Bookkeeping KnowledgeTroubleshootingCustomer ExperienceLive CommunicationActive ListeningCommunicationAttention to DetailManage Multiple Tasks SimultaneouslyOwnership MindsetGrowth MindsetSmall Business Bookkeeping FundamentalsBasic Financial Concepts

Qualifications

2+ Years Customer-Facing or Bookkeeping Experience

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 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

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