Salesforce Experience w/Limited Bookkeeping
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
- Salesforce Experience
- Minimum 5 years of Salesforce experience
- Manufacturing or Healthcare industry experience required
- Well spoken, polished, and presentable
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
- Creating, updating, organizing lead/contact records; merging duplicates; maintaining clean data
- Moving deals through stages, updating opportunity records, logging activities (calls, emails, meetings)
- Pulling basic reports on pipeline status, conversion rates, activity tracking; reading dashboards to prioritize daily work
- Setting reminders, follow-up tasks, using calendar/activity feed to stay on top of prospects
- Logging emails to records (Outlook/Gmail sync), tracking opens/replies if enabled
- Moving between Leads, Accounts, Contacts, Opportunities, and Reports tabs without hand-holding
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
