Limited Bookkeeper With Salesforce Experience at Daybook Group | Torre

Limited Bookkeeper With Salesforce Experience

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Full-time

Legal agreement: To be defined

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Remote (for United States residents)
Remote (for Philippines residents)
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Emma of Torre.ai
22 days ago

Responsibilities


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 collectionsMaintain vendor records and payment schedulesPrepare reports for CPA and leadershipSalesforce ProficiencyLead & Contact Management: creating, updating, organizing lead/contact records; merging duplicates; maintaining clean dataPipeline 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 workTask & Follow-Up Management: setting reminders, follow-up tasks, using calendar/activity feed to stay on top of prospectsEmail Integration: logging emails to records (Outlook/Gmail sync), tracking opens/replies if enabledBasic Navigation: moving between Leads, Accounts, Contacts, Opportunities, and Reports tabs without hand-holdingMinimum 5 years of Salesforce experienceIndustry BackgroundManufacturing or Healthcare industry experience requiredPresentationWell spoken, polished, and presentable