Business Advisor

We are building a revolutionary financial management platform for small businesses. As we take our product to market we need to grow our team of Business Advisors, who act as the primary contact point for onboarding and supporting customers and operating our platform. 

We are seeking a hard-working, curious and self-motivated bookkeeper / accountant with excellent people skills. As a Business Advisor you will be onboarding new customers and working with existing customers by answering their questions, recording complex transactions, reviewing system and client processed transactions for accuracy, and providing general business advice. Maintaining a positive relationship with our small-business customers through regular communications is essential. The most successful Business Advisors will also be able to identify, summarize and communicate about system improvement ideas that will make the product more useful for our customers or more efficient internally. This is not a sales-oriented position; the primary objective of this role is customer satisfaction and retention.

This position can be performed in the office, in a hybrid environment, or entirely remotely, but the candidate is expected to work during a standard business day in order to ensure availability for our customers and facilitate regular communication with others on the team.

Responsibilities include:

  • Respond to customer inquiries and requests

  • Review client financial statements and reports for internal processing issues as well as to provide advice and assistance for clients 

  • Review transactions processed by our AI-powered system for accuracy and provide feedback to the internal team for improvement

  • Ensure overall customer satisfaction

Qualifications

Applicants must have:

  • 5+ years of experience as a bookkeeper or accountant. 

  • A solid foundation of accounting principles.

  • An accounting degree is not required, but candidates with an Enrolled Agent certification or who are CPAs with experience filing tax returns are preferred. 

  • Prior experience with small companies.

  • A solid understanding of cash-basis bookkeeping.

  • A customer centric mindset.

  • Solid technical skills including proficiency with web-based applications and spreadsheets.