If spreadsheets calm you down and messy numbers annoy you in a personal way, this role will feel like home. You’ll keep financial tracking clean and current while also supporting clients with empathy, especially when conversations get sensitive.
About CrewBloom
CrewBloom supports client teams by placing dependable remote professionals in roles that keep day-to-day operations running smoothly. This client-based opportunity is built for someone who’s sharp with financial records, confident on the phone, and consistent with follow-through.
Schedule
Part-time, remote (client-based)
Must be available to align with EST hours between 8:00 AM and 6:00 PM (flexibility required)
What You’ll Do
- Maintain and update weekly financial scorecards and Excel spreadsheets
- Track sales data and commissions using an enrollment tracker for accurate reporting
- Record and manage investor logs for internal reporting and visibility
- Reconcile records to match current transactions and forecasts
- Conduct audits to identify discrepancies and resolve issues quickly
- Proactively contact declined clients to provide guidance and explore options
- Partner with the special financing team to support customized solutions
- Communicate professionally and empathetically by phone and email
- Protect confidentiality of financial documentation and client information at all times
What You Need
- Proven experience in bookkeeping, accounting, or a related field
- Advanced Excel skills and comfort with financial tools/systems
- Strong math skills and an analytical mindset
- High attention to detail with excellent organization and documentation habits
- Confidence communicating with clients, including in sensitive “declined” situations
- Strong time management and ability to juggle multiple priorities
- Preferred: experience in client relations, customer support, or sales/commission tracking systems
Benefits
- Remote flexibility and work-life balance
- Fast-paced environment with meaningful, hands-on impact
- Supportive culture with opportunities to learn and grow
System Requirements
- Internet: 15 Mbps minimum (primary) and 10 Mbps minimum (backup)
- Backup must function during power interruptions
- Primary device: i5 with at least 8 GB RAM; backup device: i3 or better
- Webcam, noise-canceling USB headset, quiet dedicated home office, smartphone
If you can keep numbers tight, communication human, and reports clean, this is a solid lane.
Happy Hunting,
~Two Chicks…