Limited Bookkeeper with Salesforce Experience

About the role

We are seeking a detail‑oriented Bookkeeper to support a U.S. company remotely. The role combines full‑cycle bookkeeping with hands‑on Salesforce administration, offering consistent, long‑term work.

Key responsibilities

• Manage the complete bookkeeping cycle including accounts payable, accounts receivable, bank reconciliations and month‑end close.
• Generate and send invoices, follow up on collections, and maintain vendor records and payment schedules.
• Prepare financial reports for the CPA and leadership team.
• Maintain clean Salesforce data: create, update and merge leads/contacts, manage opportunities through pipeline stages, and log activities.
• Produce basic Salesforce reports and dashboards to monitor pipeline status and conversion rates.
• Set reminders, follow‑up tasks and use calendar/activity feeds to stay organized.

Required profile

• Minimum 5 years of hands‑on Salesforce experience.
• Proven bookkeeping experience with full‑cycle responsibilities.
• Background in manufacturing or healthcare industries.
• Well‑spoken, polished and presentable for client interactions.

Required skills

• Salesforce (lead/contact management, pipeline management, reporting & dashboards).