Customer Success Associate

Role Overview

• Collect and manage client financial data
• Categorize transactions and reconcile accounts accurately
• Maintain general ledgers and ensure data completeness
• Adjust accounts as needed to resolve discrepancies
• Conduct monthly reviews to ensure financial records are accurate and up to date
• Finalize bookkeeping to produce reliable monthly financials
• Maintain clean, organized client data for cross-team visibility
• Serve as the primary point of contact for your assigned clients
• Communicate via phone, email, and in-app messaging
• Respond to daily inquiries and resolve bookkeeping issues
• Proactively follow up to collect required documentation
• Guide clients through financial reports and processes
• Build strong, trust-based relationships with small business owners.
• Identify potential issues in financial records and recommend solutions
• Ensure compliance with bookkeeping standards and internal processes
• Take full ownership of account accuracy and client satisfaction
• Provide thoughtful recommendations to optimize client bookkeeping workflows
• Work closely with your Team Lead to review portfolio progress
• Share feedback to improve internal systems and service delivery
• Collaborate with internal teams to enhance the customer experience
• Contribute ideas to improve operational efficiency and product development.

Requirements

• 2+ years of customer-facing experience, preferably supporting small to medium-sized US businesses
• Strong written and verbal English communication skills
• Familiarity with bookkeeping software (QuickBooks, Xero, or similar)
• Understanding of accounting principles and financial reporting basics
• Strong attention to detail and accuracy
• Ability to manage multiple clients and priorities simultaneously
• Proactive mindset and ownership mentality
• Comfort working North American business hours.

Benefits

• USD monthly compensation, competitive to market, based on experience & location.
• Permanent WFH with company-provided equipment (laptop, monitor, accessories) and required specs
• 20 days PTO annually + Canadian Statutory Holidays
• Exposure to diverse U.S. industries and modern bookkeeping stacks; tight feedback loops and documented methods.