Layer (layerfi.com) Logo

Layer (layerfi.com)

Bookkeeping Support Specialist

Reposted 22 Days Ago
Remote
Hiring Remotely in United States
Junior
Remote
Hiring Remotely in United States
Junior
Conduct live video onboarding and ongoing chat/email support for small-business bookkeeping customers. Set up bank/credit card connections, troubleshoot issues, maintain accurate notes, collaborate across teams, and provide proactive, detail-oriented service.
The summary above was generated by AI
About Layer

Over the last decade, a vibrant ecosystem of SMB software tools has emerged to help SMBs manage and run their businesses. These tools help SMBs with everything from payments to payroll, but accounting has lagged behind. Small business owners are still struggling with disconnected, generic, accounting software and expensive bookkeepers.

At Layer, we’re building a new kind of accounting software and bookkeeping that lives within the existing software tools SMBs use every day. Our platform allows software companies to quickly launch modern accounting software and bookkeeping services to their SMB customers, eliminating the need for them to use legacy accounting tools or bookkeepers.

The Role

As a Bookkeeping Support Specialist at Layer, you’ll help small businesses get set up on our bookkeeping service smoothly and serve as their ongoing point of contact. You’ll leverage your bookkeeping knowledge to answer users’ questions, troubleshoot issues, and provide an exceptional customer experience.

In this role, you will:

  • 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 & experience

Many backgrounds could fit this role, but ideal candidates will have some or all of the following:

  • 2+ years of experience in a customer-facing (support, onboarding, etc.) 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 manage multiple tasks simultaneously

  • An ownership and growth mindset

Similar Jobs

One Month Ago
Remote
United States
Junior
Junior
Agency • Artificial Intelligence • HR Tech • Professional Services
Provide onboarding and ongoing support for SMB customers using the bookkeeping platform: run live video onboarding, troubleshoot bookkeeping questions via chat and email, maintain accurate customer notes, collaborate across teams, and proactively exceed partner and customer expectations.
An Hour Ago
Remote or Hybrid
Hoffman Estates, IL, USA
60K-70K Annually
Entry level
60K-70K Annually
Entry level
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Participate in a claims specialist development program by investigating insurance claims, reviewing medical records, evaluating damages, determining liability and case severity, and negotiating settlements with customers or attorneys. The role includes comprehensive training, mentoring, and independent claims management while requiring strong analytical, communication, negotiation, empathy, and organizational skills.
4 Hours Ago
Easy Apply
Remote
United States
Easy Apply
Senior level
Senior level
Cloud • Security • Software • Cybersecurity • Automation
Support the CFO through complex calendar and inbox management, executive communications, planning, meeting preparation, follow-up tracking, travel and expense coordination. Own Office of the CFO operating rhythms, improve processes, maintain accountability, coordinate cross-functional logistics, and build trusted relationships while handling sensitive information. The role requires regular in-person availability in San Francisco and effective use of collaboration and AI productivity tools.
Top Skills: Ai ToolsClaudeGitlabGoogle WorkspaceNavanSlackZoom

What you need to know about the Chicago Tech Scene

With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.

Key Facts About Chicago Tech

  • Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
  • Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
  • Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
  • Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account