(Remote â Client-Based)
đ§ž About the Role
CrewBloom is seeking a part-time Bookkeeper to support one of our clients with financial tracking, client interaction, and reporting. Youâll manage sales commissions, investor logs, and sensitive client conversationsâall while keeping accurate, real-time records. If youâre sharp with spreadsheets and bring empathy to customer touchpoints, youâll fit right in.
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Position Highlights
⢠Part-time, fully remote
⢠Hours: 8 AMâ6 PM EST (flexibility within that window)
⢠Work directly with clients and internal finance teams
⢠Blend of bookkeeping, auditing, and customer outreach
⢠Ideal for detail-oriented professionals who enjoy wearing multiple hats
đ What Youâll Own
⢠Update and maintain weekly financial scorecards and Excel trackers
⢠Track sales data and commissions through enrollment tools
⢠Record and reconcile investor logs with high accuracy
⢠Audit and resolve discrepancies in financial data
⢠Engage with clients who were declined for servicesâoffering alternatives and support
⢠Partner with the financing team to explore custom solutions
⢠Communicate clearly and empathetically via phone and email
⢠Ensure confidentiality across all records and interactions
đŻ Must-Have Traits
⢠Bookkeeping or accounting background
⢠Strong Excel skills and comfort with financial systems
⢠High attention to detail and excellent organizational habits
⢠Professional and clear communicatorâespecially in sensitive situations
⢠Empathetic and proactive when supporting clients
⢠Bonus: experience with customer service, sales support, or CRM tools
đť Remote Requirements
⢠Internet: 15 Mbps (primary), 10 Mbps (backup)
⢠Device: Desktop/laptop with Intel i5 (8th gen+) and 8 GB RAM; backup i3 or better
⢠Webcam and noise-canceling USB headset
⢠Dedicated home workspace
⢠Smartphone for communication and verification
⢠Must maintain connectivity during power interruptions
đĄ Why Itâs a Win for Remote Professionals
This role blends finance and human connection. Youâll play a key part in helping a business thriveâwithout commuting or sacrificing flexibility.
âď¸ Call to Action
If youâre equal parts spreadsheet ninja and empathetic communicator, this is your lane. Apply now and bring clarity to both numbers and people.