Salesforce Experience wLimited Bookkeeping

Daybook Group; Arizona; On-site; USD 48,000 - 72,000; Full time

Job summary

Daybook Group is seeking an experienced Bookkeeper with Salesforce experience to work from home for a U.S.-based company. This long‑term role emphasizes reliable processes and steady workflow.

You will manage full‑cycle bookkeeping (A/P, A/R, month‑end close), send invoices, monitor collections, maintain vendor records, and prepare reports for CPA and leadership, while using Salesforce to manage leads, accounts, and opportunities.

Qualifications

• Experience with full-cycle bookkeeping.
• Proficiency with Salesforce CRM.
• Ability to work remotely with reliable internet.

Responsibilities

• Manage A/P and A/R processing.
• Perform month-end close and reconciliations.
• Send invoices and monitor collections.
• Prepare reports for CPA and leadership.

Skills

Bookkeeping

A/P / A/R

Month-end close

Financial reporting

Attention to detail

Tools

Salesforce

Outlook

Gmail

QuickBooks

Job description

Work directly with a U.S. company from home. We are looking for an experienced and reliable Bookkeeper who also has Salesforce Experience. This is a long‑term role with consistent work and clear processes.

What You’ll Do

• Full‑cycle bookkeeping (A/P, A/R, reconciliations, month‑end close)
• Send invoices and follow up on collections
• Maintain vendor records and payment schedules
• Prepare reports for CPA and leadership

Salesforce Responsibilities

• Lead & Contact Management: Creating, updating, and organizing lead/contact records; merging duplicates; maintaining clean data
• Pipeline Management: Moving deals through stages, updating opportunity records, logging activities (calls, emails, meetings)
• Reports & Dashboards: Pulling basic reports on pipeline status, conversion rates, and activity tracking; reading dashboards to prioritize daily work
• Task & Follow‑Up Management: Setting reminders, follow‑up tasks, and using the calendar/activity feed to stay on top of prospects
• Email Integration: Logging emails to records (via Outlook/Gmail sync if connected), tracking opens/replies if enabled
• Basic Navigation: Comfortable moving between Leads, Accounts, Contacts, Opportunities, and Reports tabs without hand‑hanging