Limited Bookkeeper with Salesforce Experience

 Posted 5 days ago
     
2-5 years experience
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AI Summary

Perform full-cycle bookkeeping duties including A/P, A/R, and month-end closing while preparing reports for leadership and CPAs. Manage daily operations within Salesforce, including lead tracking, pipeline updates, and data maintenance.

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

Candidate should also be comfortable using Salesforce as their daily working tool, including:
• 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

Apply using the link below:
daybookgroup.breezy.hr/preview

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