Layer Financial · 4 hours ago
Bookkeeping Support Specialist
Layer is building a new kind of accounting software and bookkeeping service for small businesses. As a Bookkeeping Support Specialist, you will assist small businesses in setting up their bookkeeping services and serve as their ongoing point of contact, providing exceptional customer support and troubleshooting issues.
Embedded Software Products
Responsibilities
Run live video onboarding calls with new customers to gather key business context and complete bookkeeping setup (bank/credit card connections, historical bookkeeping needs, etc.)
Support customers across chat and email by answering bookkeeping questions, diagnosing issues, and driving them to resolution quickly and empathetically
Maintain accurate customer notes and status updates in internal systems to ensure strong follow-through and smooth handoffs
Collaborate with other Layer teams to improve workflows and surface product feedback based on recurring customer needs
Exceed partner and customer expectations by providing thoughtful, proactive, and detail-oriented support
Qualification
Required
2+ years of experience in a customer-facing (support, onboarding, etc.) or bookkeeping role
Familiarity with small business bookkeeping fundamentals and basic financial concepts
Strong live communication and active listening skills
Excellent written communication skills
Strong attention to detail and ability to manage multiple tasks simultaneously
An ownership and growth mindset
Company
Layer Financial
Layer provides embedded accounting software for vertical SaaS and fintechs that serve small businesses.
Funding
Current Stage
Early StageTotal Funding
$9.3MKey Investors
Emergence CapitalBetter Tomorrow Ventures
2025-07-09Seed· $6.6M
2024-05-15Pre Seed· $2.7M
Recent News
alleywatch.com
2025-07-14
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