BooksTime Hiring for REMOTE Onboarding Specialist at Accounting Firm – Fast Promotion Possible Job at Remote Full Time

Are you looking for:

• Flexible hours,
• 100% remote work,
• An opportunity to make a huge impact at a growing startup?

Would you be great at:

• Managing a small team of accountants,
• Building relationships with employees and clients,
• Improving processes,
• Training and coaching?

If so, this opportunity is for you!

Who We Are:

BooksTime is an ambitious, innovative bookkeeping firm founded in 2016 with operations in 4 countries. For more information, check out our website: bookstime.com.

Why We’re Hiring:

In short: we’re growing fast.

BooksTime is looking to build a small team of senior-level accountants who serve as Onboarding Specialists.

In the past, the same team of accountants at BooksTime has been responsible both for supervising the initial onboarding phase and for then supervising the monthly work for the same clients. Now, we’re splitting this role into 2. First, an “Onboarding Specialist” will oversee the set-up of services for new clients. Then they’ll hand it off to another accountant to supervise the ongoing work. Below, you can find details about what the Onboarding Specialists will do.

These will be Controller or CFO-level professionals working remotely in the US.

What You’ll Do:

You’ll start out by doing the Onboarding Specialist job yourself for a little while, which is all about setting up services for new clients.

Then, once you’ve mastered it, the hope is that you’ll take on a management role. Specifically, you could be promoted to a Director-level role to help build and manage a team of Onboarding Specialists.

About the Onboarding Specialist function:

You’ll talk with new clients, understand their needs, and coordinate a team of international bookkeepers to get their services up and running. Your role is to be a high-level accounting resource to the bookkeepers, help manage communication with the client (including managing their expectations), and generally ensure a smooth start for new clients.

About the management function:

As soon as you’ve learned the ropes, we’ll be looking for you to step into a management role. You’ll (with assistance as needed) interview, select, train and manage a team of approx. 5-10 Onboarding Specialists. You’ll be responsible for all ordinary management functions, with especial emphasis on:

• Training and coaching
• Process improvement
• Helping Onboarding Specialists when they run into challenges. A few examples:

— If a client is being difficult and making unreasonable demands, and the OS isn’t comfortable addressing it on their own.

— If a newer OS is still learning the ropes and needs a co-pilot while leading an onboarding call with a new client.

— If an OS needs advice about how to handle an especially complex project.

(Note: for less experienced candidates and those not interested in management, a non-management version of this role is also available: you can join simply as an Onboarding Specialist.)

We’re Looking for Someone Who Is:

• Ambitious and entrepreneurial. We have big goals at BooksTime. We’re looking for someone who will be excited to help us reach them.
• Great at building strong relationships. A key part of the role is to establish a personal rapport with your team, to get to know them very well, and to earn their trust. Likewise, you also need to be able to connect effectively with clients. This all takes a friendly, positive “people person”.
• Experienced. Our ideal candidate has either held in-house accounting leadership roles (such as CFO, VP of Finance, or Controller) or high-level positions in accounting firms. Management experience is required.
• Knowledgeable. A Masters degree or CPA license are preferred but not required.
• Highly organized. Every Onboarding Specialist essentially performs a high-speed juggling act, as they handle multiple clients with different services and personalities, and coordinate the work of a diverse team of bookkeepers. It’s a role that requires exceptional organizational and time management skills – both for the SAs and the person managing them.
• Tech-savvy. We’re a technology-forward firm.You will need to be comfortable figuring out new systems and tools. QuickBooks experience is strongly preferred (either Online or Desktop). Experience with other accounting software, such as Xero or NetSuite, is not required but would be helpful. Spreadsheet skills will come in handy.
• Comfortable with ambiguity. We need someone who feels very comfortable in situations where there’s no easy way to look up the right answer. Someone who’s happy to dive in and figure things out, who can come up with ideas for new processes and implement them, and who can add structure where it may be missing. If you are happiest just maintaining a well-defined process that someone else established long ago, this is NOT the ideal role for you. If you love looking for creative solutions to new problems all the time, you could be a perfect fit!

Why Join BooksTime:

• Friendly and Supportive Work Environment. We may be biased, but we think our team is the best! We promote a healthy work/life balance and everyone on the team is friendly, supportive and always willing to lend a helping hand. Internal, anonymous surveys are sent frequently, and the results are consistently extremely positive. People love working here!
• Make History. We have big plans to disrupt the accounting and bookkeeping industry – and we’re off to a great start.
• Work That Matters. You will have the opportunity to make a huge impact on the Onboarding Specialists you manage, as well as the success of our clients and of BooksTime overall.
• Flexible Hours. Part time and full time options available. Either way, most of your hours can be very flexible. (We just need a certain amount of availability during business hours, including at least some hours between approx. 9-11am Eastern on at least 3 weekdays. More details below.)
• Growth Opportunities. BooksTime is expanding and we will need more people in management roles very soon. It’s likely that someone in this role could be promoted in a number of months, based on interest and ability.
• Constant Improvement. One of our core values at BooksTime is Constant Improvement. We’re always pushing to do better, from thinking of new ways to “wow” our clients to discovering opportunities to make internal processes more efficient. Our goal is to become the #1 bookkeeping firm in the country — and our relentless focus on Constant Improvement is what will get us there. We can’t wait to hear your ideas about how we can do better. If you’re looking for a role that gives you unlimited opportunities to make an impact — you’ve found it!

Other Details:

Full-Time/Part-Time: Both options available. Full-time preferred. For part-time, a minimum of 30 hours/week is required.

Hours: Your clients are all over the US. Some of your colleagues work in European time zones. To ensure overlap with clients and colleagues, you should at least be available approx. 9-11am Eastern on most weekdays. The rest of your hours can be more flexible.

Salary: Negotiable. Compensation will likely start out at approx. $30-$40 per hour* while you’re playing the role of Onboarding Specialist yourself. IMPORTANT: Once you make the jump into managing other people in that role, hopefully in the first year, the compensation can increase significantly.
*The range is just to give a sense of the ballpark; an actual compensation plan offer would be based on a candidate’s specific strengths.

Benefits include:

• Health (QSEHRA reimbursement plan)
• Retirement
• Paid time off (for full-time employees)
• Tech reimbursements

(Depending on part-time/full-time status, tenure, and other factors, there may be eligibility restrictions in some cases, especially with regard to certain retirement benefits.)

IMPORTANT: For your application to be considered, you MUST submit a cover letter and resume. Please provide a cover letter that answers the following questions: (1) What would your ideal job look like? (2) What do you think will be most challenging about this role based on the description?

NOTE: The Indeed skills assessments are optional.

Job Types: Full-time, Part-time

Pay: $30.00 – $45.00 per hour

Benefits:

• Flexible schedule
• Health insurance
• Paid time off
• Professional development assistance

Schedule:

• Monday to Friday

Application Question(s):

• This is a just reminder to submit a cover letter with your application in order to be considered. If you’ll include a cover letter, you can just respond with “confirmed” here.

Education:

• Bachelor’s (Preferred)

Experience:

• accountant supervision/management: 2 years (Required)

Work Location: Remote