Bookkeeping Team Lead - Remote

Overview

We are seeking a highly motivated and skilled Bookkeeping Team Lead to oversee our team of Bookkeepers at Doola, ensuring high levels of client satisfaction and effective service delivery.

In Short

• Lead a team of Bookkeepers in a dynamic environment.
• Address client inquiries and maintain service level agreements.
• Prepare financial reports, P&L Statements, and GL Ledgers.
• Provide coaching and feedback for professional growth.
• Track team performance and client satisfaction metrics.
• Manage difficult client interactions with professionalism.
• Ensure daily management of client-facing inquiries.
• Identify recurring client issues for resolution.
• Work in a U.S. timezone overlap.
• Utilize ticketing systems like HubSpot for case management.

Requirements

• 5+ years of bookkeeping experience.
• 3+ years in a team lead or management role.
• Strong reporting and communication skills.
• Ability to manage multiple tasks efficiently.
• Experience with client retention strategies.
• Familiarity with continuous improvement methodologies.
• Proficiency in ticketing systems.
• Ability to handle sensitive client interactions.
• Strong written and verbal communication skills.
• Ability to work in a fast-paced environment.

Benefits

• Opportunity to lead and develop a team.
• Work in a supportive and dynamic company.
• Engage with diverse clients and challenges.
• Flexible working arrangements.
• Professional growth and development opportunities.