Limited Bookkeeper with Salesforce Experience
Daybook Group
•Remote
About The Position
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. The role involves working directly with a U.S. company from home.
Requirements
- Experienced and reliable Bookkeeper
- Salesforce Experience
- Comfortable using Salesforce as their daily working tool
Responsibilities
- 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
- 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-holding
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
