Salesforce Experience w/Limited Bookkeeping
Please mention DailyRemote when applying
AI Summary
Perform full-cycle bookkeeping tasks including accounts payable, accounts receivable, and month-end reconciliations. Manage Salesforce operations such as lead and contact tracking, pipeline management, and report generation.
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
Salesforce Proficiency
- Lead & Contact Management: creating, updating, 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, activity tracking; reading dashboards to prioritize daily work
- Task & Follow-Up Management: setting reminders, follow-up tasks, using calendar/activity feed to stay on top of prospects
- Email Integration: logging emails to records (Outlook/Gmail sync), tracking opens/replies if enabled
- Basic Navigation: moving between Leads, Accounts, Contacts, Opportunities, and Reports tabs without hand-holding
- Minimum 5 years of Salesforce experience
Industry Background
- Manufacturing or Healthcare industry experience required
Presentation
- Well spoken, polished, and presentable
Apply using the link below:
daybookgroup.breezy.hr/preview
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