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botkeeper is a virtual robotic bookkeeping platform transforming the accounting industry. By the end of 2018 botkeeper was named a Cool Vendor in AI by Gartner, one of BostInno’s Coolest Companies, and one of Business Insider’s Enterprise Startups to Bet Your Career On in 2019. botkeeper is truly the future of bookkeeping!
botkeeper, a progressive software company with over 1000 clients in its early stages of growth automating financial bookkeeping, brings the next wave in machine learning and artificial intelligence technology to an important and critical aspect of any business. All companies struggle with bookkeeping, prone to error and human inference along with agonizing data entry, reconciliation, and general upkeep in financial bookkeeping. botkeeper performs all associated tasks not limited to entries, tracking and schedules of revenue, deferred expenses accounts for payroll, reconciliation of bank accounts, and sending invoices to clients. Now scaling, we are bringing in the world’s best talent to achieve the true future of bookkeeping.
As an Onboarding Specialist at botkeeper you are the liaison between the sales team and the client’s ongoing services. It is your responsibility to ensure collection of all necessary information and procedures along with connecting all related accounts to enable botkeepers and accountants to perform ongoing services. You will virtually meet with new clients to understand their current procedures and needs. Then you will develop any necessary or suggested changes to implement botkeeper along with best practice procedures.
Collect and document client’s current accounting procedures during onboarding calls
Apply knowledge of GAAP and accounting best practices to client’s procedures
Work with botkeepers and accountants to establish ongoing services
Work with third party vendors to establish proper set-up of accounts
Manage clients in onboarding pipeline and close out when appropriate
Work with sales when clients become unresponsive or threaten to churn
Be able to apply a knowledge of accounting in various settings
Background in bookkeeping & accounting, certifications preferred
Excellent written and verbal communication skills
Ability to work both as a team and individually
Good listener who can lead a conversation by asking probing questions
Ability to respond to clients timely
Ability to track multiple projects simultaneously
Compensation, Healthcare, and PTO are in line with company size and growth objectives. Additional benefits include quarterly employee recognition awards, annual company retreat, opportunity for growth, amazing colleagues to collaborate with, and bots, lots of bots…lovable and wicked smart bots.
Client Services , Accounting & Finance , Bookkeeping