Bookkeeping Team Lead

doola; Indiana; On-site; USD 60,000 - 100,000; Full time

Job summary

Join a dynamic company at the forefront of business solutions as a Bookkeeping Team Lead. This role offers the opportunity to lead a dedicated team, ensuring exceptional client service while managing complex inquiries and financial reporting. With a focus on growth and innovation, this position is perfect for those passionate about making a real impact in the business world. If you thrive in fast-paced environments and are eager to foster team development, this is your chance to shine in a supportive and collaborative atmosphere.

Benefits

Competitive compensation

Growth opportunities

Supportive environment

Innovative company culture

Qualifications

• 5+ years of bookkeeping experience with leadership responsibilities.
• Strong ability to manage client inquiries and team performance.

Responsibilities

• Oversee bookkeeping team ensuring high client satisfaction.
• Prepare financial reports and manage client-facing inquiries.

Skills

Team Leadership

Client Management

Financial Statement Preparation

Time Management

Communication Skills

Reporting Skills

Empathy in Client Interactions

Tools

HubSpot

Job description

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About Doola

doola is a dynamic company committed to simplifying the complexities of business formation, payment setup, compliance, taxes, and more. We empower entrepreneurs and businesses of all sizes to navigate the intricate landscape of financial and regulatory requirements with ease, allowing them to focus on building and growing their ventures.

About The Role

We are seeking a highly motivated and skilled Bookkeeping Team Lead to oversee our team of Bookkeepers at Doola. As a Team Lead, you will ensure prompt and effective client inquiry resolution, maintain high client satisfaction, and guide your team to deliver exceptional service. This role requires strong leadership, a deep understanding of client management, the US bookkeeping process, and the ability to thrive in a fast-paced environment.

Key Responsibilities

• Assist Bookkeepers in resolving client inquiries and escalating technical issues to appropriate teams.
• Help prepare financial reports, P&L statements, and GL ledgers.
• Provide coaching and feedback to foster professional growth and improve team performance.
• Ensure adherence to all SLAs and client expectations.
• Manage daily client-facing bookkeeping inquiries, ensuring all tickets are cleared daily (Inbox Zero).
• Identify recurring client pain points or systemic issues for escalation.
• Track and report team performance, including SLA adherence and client satisfaction scores.
• Act as escalation point for sensitive or difficult client interactions requiring additional attention.

Skills And Qualifications

• Experience managing or leading a bookkeeping team, with a focus on financial statement preparation.
• 5+ years as a bookkeeper.
• 3+ years in a team lead or managerial role.
• Ability to manage multiple tasks efficiently, ensuring timely responses within SLAs.
• Proficiency with ticketing systems like HubSpot.
• Strong reporting skills for tracking team and client metrics.
• Ability to work in a U.S. timezone overlap (at least 4–6 hours/day).
• Professional and empathetic handling of difficult client interactions.
• Excellent written and verbal communication skills.

Bonus Qualifications

• Expertise in HubSpot or other ticketing systems.
• Knowledge of process improvement methodologies.
• Experience with client retention strategies to improve satisfaction and reduce churn.

Why join us

• Work with a dynamic, innovative company at the industry forefront.
• Collaborative, supportive environment with growth opportunities.
• Competitive compensation with significant growth potential.

Our values and non-values

We believe establishing team values and non-values is crucial. We aim to be transparent and straightforward about our culture. If these resonate with you, let’s talk.

If you’re passionate about helping businesses succeed and meet the outlined skills and experience, we want to hear from you. Join doola and be part of a team dedicated to simplifying business success.

doola is an equal opportunity employer. We celebrate diversity and are committed to an inclusive environment.

Additional Details

• Seniority level: Not Applicable
• Employment type: Full-time
• Job function: Accounting/Auditing and Finance
• Industries: Technology, Information and Internet