Conduct live video onboarding and bookkeeping setup, support customers via chat and email, troubleshoot bookkeeping issues, maintain accurate customer records, collaborate across teams to improve workflows, and deliver proactive, detail-oriented customer service.

Conduct live video onboarding and ongoing chat/email support for small-business bookkeeping customers. Set up bank/credit card connections, troubleshoot issues, maintain accurate notes, collaborate across teams, and provide proactive, detail-oriented service.