Onboarding Representative

Denver, CO


BookKeeping Express (BKE) provides a platform which automates accounting and bookkeeping for small businesses in specific industry verticals: Health & Wellness, Home Services Contractors, Professional Services and Fast Casual Restaurants.

BKE is not rebuilding accounting software, but rather is focused on building a technology platform that solves for scale-- including new client on-boarding, process automation, workflow management, and provider-client communication.

BKE’s technology platform and skilled financial specialists will remove the need for businesses owners to spend time on day-to-day accounting tasks -- including accounting system setup, bank account reconciliation, monthly financial reporting, bill pay, payroll and much more. By combining the best people and technology, BKE simplifies back-office operations for businesses nationwide.

BKE takes a ‘technology + human capital' approach to deliver scalable accounting and bookkeeping for our clients, and currently serves some of the largest franchise concepts on the planet, including Anytime Fitness, Five Guys, Mr. Appliance, Mr. Electric, Mr. Rooter and many others.

Job description:

Are you interested in helping SMB clients drive their businesses and not worry about doing back office bookkeeping? Are you a bit of a techie that likes to learn how applications and systems  talk to each other?  Do you have some basic financial bookkeeping knowledge? Well do we have a job for you…

First we will train you up on how Bookkeeping Express (BKE) and our application BKE Insight make a big difference in our clients lives and how we deliver thousands of clients books. Then we will train you on how BKE delivers bookkeeping services to our clients and how we learn new applications that our clients use. Finally, you will learn how to set up new clients on BKE Insight and prepare them for bookkeeping services to begin efficiently and accurately.

Details about the Role:

BKE is on a growth path and we are we’re looking to add additional Onboarding Representatives with high integrity and a commitment to raising the standard of excellence both for themselves, our clients and BKE.  As we are in high growth mode, this role will be primarily responsible for setting up clients in our systems and working with them through the onboarding process.

This role requires a learning and analytical attitude as well as basic technical skills to navigate applications. It also requires an educational and patient customer service touch.  

You will also provide recommendations around how we can continue to improve the onboarding process for our clients and our Operation team.

This role will be reporting to the Client Success Manager, while working closely with the delivery team and solution team.

Day-to-day responsibilities:

  • Attend Kick Off Calls with the Client Success Manager

  • Add client information to BKE Insight

  • Create workflow jobs for onboarding and delivery

  • Track, manage and coordinate with clients through the onboarding process

  • Work directly with clients and Client Success Manager to coordinate hand off of applications and credentials needed for bookkeeping services

  • Update and maintain workflow details as client details change

Job requirements:

  • 1+ year related experience and knowledge

  • Business degree preferable

  • Strong communication skills

  • People skills to interact with staff, colleagues and cross-functional teams, and third parties

  • Strong multi-tasking and organizational skills

  • Technical attitude to learn and figure it out

  • Analytical problem solving skills to resolve issues

  • Passion to drive success for our delivery

  • Go get’em attitude

Compensation & Benefits:

  • Comprehensive benefit package including medical, dental, disability, life, and 401(K)

  • 7 paid holidays and accrue 15 days personal time off each year (increased to 20 days after one year anniversary)

  • Career ladder and advancement opportunities - company policy of promote from within

CLick the link below to complete the application.