Salesforce Experience w/Limited Bookkeeping
Boost your chances before you apply.
Daybook Group
US
Summary
Perform full-cycle bookkeeping duties including A/P, A/R, and month-end closing while preparing reports for leadership and CPAs. Manage daily operations within Salesforce, including lead tracking, pipeline updates, and data maintenance.
Job Description
Work directly with a U.S. company from home.
We are looking for an experienced and reliable Bookkeeper who also has Salesforce Experience. This is a long-term role with consistent work and clear processes.
What You’ll Do:
• Full-cycle bookkeeping (A/P, A/R, reconciliations, month-end close)
• Send invoices and follow up on collections
• Maintain vendor records and payment schedules
• Prepare reports for CPA and leadership
Salesforce Proficiency
- Lead & Contact Management: creating, updating, organizing lead/contact records; merging duplicates; maintaining clean data
- Pipeline Management: moving deals through stages, updating opportunity records, logging activities (calls, emails, meetings)
- Reports & Dashboards: pulling basic reports on pipeline status, conversion rates, activity tracking; reading dashboards to prioritize daily work
- Task & Follow-Up Management: setting reminders, follow-up tasks, using calendar/activity feed to stay on top of prospects
- Email Integration: logging emails to records (Outlook/Gmail sync), tracking opens/replies if enabled
- Basic Navigation: moving between Leads, Accounts, Contacts, Opportunities, and Reports tabs without hand-holding
- Minimum 5 years of Salesforce experience
Industry Background
- Manufacturing or Healthcare industry experience required
Presentation
- Well spoken, polished, and presentable
Apply using the link below:
daybookgroup.breezy.hr/preview
At Daybook Group, we understand that your business's financial health is instrumental in its growth. By entrusting us with your accounting and bookkeeping needs, you gain a reliable partner dedicated to fostering your success. With a blend of personalized service, expert insights, and adherence to the highest standards of professionalism, we are poised to support your journey towards financial excellence.
We specialize in delivering tailored and dependable financial services to businesses across Brooklyn, Westchester, Manhattan, Long Island, and beyond. With a commitment to excellence, our range of services encompasses customized bookkeeping, efficient payroll management, and strategic financial guidance.
Our client-centric approach sets us apart, ensuring that each client receives a personalized financial strategy that addresses their unique requirements. Our experienced team is proficient in both on-site and remote service delivery, enabling us to adapt to your preferred mode of collaboration.
At the heart of our mission is the establishment of enduring partnerships founded on trust and confidentiality. We recognize that fostering open communication is pivotal in fostering a successful working relationship. Our holistic approach involves not only accurate financial record-keeping but also active engagement in the growth trajectory of your business.
Key Services:
Experienced Financial Reporting with over two decades of leadership in accounting and financial management. Proven track record of driving growth, implementing strategic visions, and customized bookkeeping: We tailor our bookkeeping services to align with your industry, size, and specific financial processes. This ensures that your financial records are meticulously maintained and organized, facilitating informed decision-making.
Full-Service Accounting Services, Customized Financial Solutions, Payroll Management, Tailored Bookkeeping, Strategic Financial
Founded
2014
Company size
11-50 employees
Industry
Accounting
Org type
Privately Held
Headquarters
Lake Success, New York
