Bookkeeping & Customer Experience (CX) Lead

Recruiting Concepts Inc.; United States; Remote; USD 75,000 - 90,000; Full time

Job summary

An innovative firm is seeking a Bookkeeping & Customer Experience Lead to join their fully remote team. This exciting role is perfect for someone passionate about bookkeeping and project management, who thrives in a supportive environment. You'll lead the bookkeeping team, ensuring work is delivered accurately and on time while fostering a culture of appreciation and growth. Enjoy the flexibility of remote work while making a significant impact on clients' financial clarity. Join a company that values work/life balance and invests in your professional development, all while working with a fun and engaged team.

Benefits

Employee benefits plan

Paid vacation + 3 paid sick days/year

Additional time off between Christmas and New Year's

Budget for professional development

Annual donation to a charity of your choice

Quarterly team socials

Annual team event

Qualifications

• Looking for a high-energy person with QBO and project management skills.
• Strong bookkeeping experience and detail-oriented approach are essential.

Responsibilities

• Act as the first point of contact for the bookkeeping team.
• Conduct client file reviews and ensure accurate financials.
• Coach team members and help build documentation and processes.

Skills

QBO Certification

Project Management

Detail-oriented

Communication Skills

Problem Solving

Education

PMP Certification

Experience in Bookkeeping

Tools

Karbon

QuickBooks Online

Job description

Bookkeeping & Customer Experience (CX) Lead

Remote (work EST hours) | Full-time | $75,000–$90,000/year.

Attention all QBO Certified / App Certified Cloud Bookkeepers, Accountants and Project Managers!

Jade Consulting Inc. is a women-led, fully remote team that supports clients across Canada from fast-growing e-commerce brands to construction and retail companies with $1–$10 million in revenue. It is their passion for helping their clients grow and thrive through financial clarity combined with their passion for fostering a supportive, engaged team culture, which sets them apart.

Proud to have built a tight-knit, highly engaged workplace where people genuinely care about their work and each other. This opportunity comes with professional development, flexibility, and a workplace that balances hard work with real life.

The Opportunity: Bookkeeping & Customer Experience (CX) Lead

This is a newly created role — perfect for someone who loves bookkeeping and project management just as much as they love people. You’ll act as the go-to support for our bookkeeping team, making sure our work gets out the door accurately, on time, and with the human touch that Jade is known for.

While this role doesn’t have a “manager” title, you’ll be leading the team in practice—coaching, organizing, solving problems, and making sure both clients and team members feel seen, supported, and confident in the work being delivered.

You’ll want to meet us if you’re looking for:

• A team-oriented, organized, growing, and fun workplace
• Full-time salaried position
• A company that values well-being and real work/life balance (no overtime here!)
• An employer that invests in personal and professional development
• The chance to do work that challenges you and truly makes an impact
• A culture of appreciation—from your team and your clients
• Flexibility, autonomy, and the chance to help build something meaningful

We want to meet you if you:

• Are a high-energy person who loves working with people
• Are QBO Certified and App Certified Cloud Bookkeeper and Project Manager
• Take pride in your work and always strive for quality
• Like building new systems and finding better ways to do things
• Enjoy helping others win and grow in their roles
• Are a clear communicator and love seeing a job through from start to finish
• Are cheerful, upbeat, optimistic, and ready to make a difference every day

What You’ll Be Doing:

• Act as the first point of contact for the bookkeeping team on accounting queries
• Coach team through stuck points, always with an eye to help team members level up their skills and competencies
• Conduct monthly, quarterly, and annual client file reviews
• Review HST and filings, and ensure delivery of accurate monthly financials
• Monitor daily/weekly progress in Karbon practice management software to ensure quality and timeliness of client work
• Assist leadership with resource planning and workload balancing across the team
• Help build out documentation and processes alongside the Owners
• Participate in team meetings (Tuesday & Thursday)
• Bring creativity to the role—maybe even contribute to visibility and social media initiatives

Who You Are:

• A strong bookkeeper who is detail-oriented and naturally thrives in project management roles
• Fearless on the phone and proactive in client conversations, including tough ones
• A natural leader and people person who gets satisfaction from helping others succeed
• You may own or have owned a bookkeeping firm, but feel ready for something new
• Tech-savvy with experience in QBO (certification a plus), Karbon, or other PM tools
• PMP certified and/or project management experience is ideal

The Details:

• Salary: $75,000–$90,000/year, commensurate with experience
• Hours: Full-time, 37.5 hours/week
• Location: Remote work; Must operate during EST hours
• Target start: By June (so you can settle in before the busy season)

Perks & Benefits:

• Employee benefits plan
• Paid vacation + 3 paid sick days/year
• Additional time off between Christmas and New Year's
• Budget for professional development and learning
• Annual donation to a charity of your choice
• Quarterly team socials + annual team event
• A supportive, engaged team that’s got your back

The interview process will include employment references, background checks, and an assessment.