Bookkeeping Solutions Specialist

The ideal candidate is a senior bookkeeper, accountant, or accounting professional who is comfortable explaining accounting concepts, troubleshooting issues, and participating in customer demonstrations. Please note: this is not a sales position. You’ll act as the accounting expert who helps prospects and customers understand, implement, and succeed with ConnectBooks.

What You’ll Do

Sales & Demo Support

• Join product demonstrations alongside our Account Executives
• Serve as the bookkeeping and accounting subject matter expert during customer meetings
• Answer accounting, reconciliation, and workflow-related questions from prospects
• Help prospects understand how ConnectBooks solves their accounting and operational challenges

Customer Support

• Assist customers with troubleshooting and resolving product-related issues
• Investigate accounting discrepancies and reconciliation challenges
• Work closely with our Product and Engineering teams to resolve complex customer questions
• Provide clear and professional communication to customers

Customer Success & Training

• Help onboard and train new customers
• Guide customers on accounting best practices and workflow optimization
• Create and maintain support documentation and knowledge base content
• Provide feedback to our Product team based on customer needs and requests

Do you have experience in QuickBooks Online?, Required

• 3+ years of bookkeeping, accounting, or financial operations experience
• Strong understanding of accounting principles and bookkeeping best practices
• Experience with QuickBooks Online
• Excellent communication and problem-solving skills
• Ability to explain complex accounting concepts in a simple, customer-friendly way
• Comfortable working directly with customers in meetings and support interactions

Preferred

• Ecommerce accounting experience
• Experience working with Amazon, Walmart, Shopify, or marketplace sellers
• Experience in customer support, consulting, implementation, or training roles
• Familiarity with software integrations and data troubleshooting

$65,000 - $80,000 a year - Full-time, Contract

ConnectBooks is a growing company building accounting and bookkeeping solutions for ecommerce and marketplace sellers. We’re expanding our team and looking for a Bookkeeping Solutions Specialist to help our customers succeed.

This is a unique role that combines bookkeeping expertise, customer support, and customer-facing product consulting. We’re looking for someone with a strong accounting and bookkeeping background who enjoys helping businesses solve problems and working directly with customers.