Client Success Bookkeeper, doola
$55-75k
U.S. business registration service
Job no longer available
U.S. business registration service
21-100 employees
Job no longer available
$55-75k
21-100 employees
Company mission
To help 1 billion people turn their dream idea into their dream business.
Role
Who you are
- You have 3-5 years of bookkeeping experience, with significant client-facing responsibilities
- You excel at communicating with clients via video calls and can confidently manage their expectations with ease
- Nice to have: you have experience as an account executive or account manager handling business accounts
- You possess strong interpersonal and communication skills, able to explain complex queries to clients through video conferencing
- You are proficient in U.S.-based accounting practices and tools like QuickBooks and Excel
- You have exceptional attention to detail, consistently delivering accurate and error-free work
- You are familiar with basic tax regulations and can provide foundational advice to clients
- You excel in time management, balancing multiple priorities while meeting deadlines
- You thrive in a startup environment, embracing adaptability and problem-solving with confidence
- You have an Associate’s or Bachelor’s degree in Accounting, Finance, or a related field. Certifications such as Certified Bookkeeper (CB) or QuickBooks Certification are a plus
What the job involves
- Doola is seeking a client-focused professional to join our team as a Client Success Bookkeeper
- This person will be responsible for onboarding new customers onto doola’s platform and dedicated bookkeeping services
- Through video calls, you’ll onboard all new premium clients, track onboarding satisfaction rates and retention rates, and provide support to existing clients should they have any concerns about our services
- If you thrive in a fast-paced environment, have strong bookkeeping technical expertise, and enjoy working closely with clients to solve problems, this role is for you
- Serve as the primary point of contact for new clients during their onboarding process, delivering clarity and confidence in our services
- Provide live video training for clients on how to use the doola customer dashboard and other platform capabilities
- Track and report onboarding satisfaction and retention metrics
- Communicate with clients about their financial data, explaining reports and addressing any concerns or discrepancies
- Collaborate with internal teams to provide basic tax guidance and serve as a bridge between CPAs and clients
- Collaborate and collect data from internal teams, including sales, product, and support, to understand client pain points
- Identify and recommend process improvements to optimize onboarding and bookkeeping workflows
- Accurately record financial transactions, reconcile accounts, and maintain updated records
- Prepare financial statements, including income statements, balance sheets, and cash flow reports, ensuring precision and timeliness
Our take
Lots of people have great ideas, but the skills needed as an entrepreneur don't necessarily include the time-consuming and difficult work of business administration. Doola is a "business in a box" service, aiming to provide everything a startup needs to launch as a limited liability company in the US, including a bank account, tax support, and access to US payments.
Doola is aimed squarely at smaller-scale businesses and the creator economy, which is a smart move given the rapid proliferation of small-scale startups in recent years. This is partly driven by the US Census project to generate millions of new business applications and by the rise of monetized content platforms like Twitch and Youtube. So far, doola has been used to launch thousands of companies from 130 different countries, and the company is experiencing 7x year-on-year growth.
Between 2022 and 2024, doola closed funding rounds amounting to $9 million, which are being used to hire new talent in product, engineering, and R&D, and extend its marketing reach. In the longer term, the company is aiming to provide a payments solution, utilizing the extensive data it has gathered on startup operations to offer financial services that will supplement its core product.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 4 rounds)
Jan 2024
$1m
EARLY VC
Nov 2022
$8m
SERIES A
Total funding: $12.2m
Company HQ
Chelsea, New York, NY
Leadership
Arjun Mahadevan
(Co-Founder & CEO)Experience as Venture Capital and Entrepreneurial Management Teaching Assistant at The Wharton School. Product Manager of Growth for Dropbox from 2016 to 2019.
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