Bookkeeping Onboarding Specialist

layerfi; United States; On-site; USD 42,000 - 62,000; Full time

Job summary

Layer seeks a Bookkeeping Support Specialist to help small businesses set up bookkeeping services and serve as their ongoing point of contact. You will run live onboarding calls, assist via chat and email, and ensure accurate notes and smooth handoffs across teams.

Ideal candidates bring 2+ years in customer-facing or bookkeeping roles, solid bookkeeping fundamentals, and strong communication with attention to detail and ownership mindset.

Qualifications

• 2+ years in a customer-facing 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 multitask.
• Ownership and growth mindset.

Responsibilities

• 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

Customer-facing

Bookkeeping

Live communication

Written communication

Attention to detail

Ownership mindset

Job description

Layer seeks a Bookkeeping Support Specialist to help small businesses set up bookkeeping services and serve as their ongoing point of contact. You will run live onboarding calls, assist via chat and email, and ensure accurate notes and smooth handoffs across teams.

Ideal candidates bring 2+ years in customer-facing or bookkeeping roles, solid bookkeeping fundamentals, and strong communication with attention to detail and ownership mindset.