Salesforce Specialist, Bookkeeping

DayBook Financial Group

Remote bookkeeper handling full-cycle bookkeeping and Salesforce operations for a U.S. company.

Posted 8/10/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates extensive experience in full-cycle bookkeeping, including A/P, A/R, reconciliations, and month-end close, alongside strong Salesforce proficiency for lead and contact management, pipeline management, and report generation. Capable of maintaining clean data and effectively managing tasks and reminders within Salesforce.

Highest-signal resume keywords

Salesforce ProficiencyFull-Cycle BookkeepingA/P and A/R ManagementPipeline ManagementManufacturing or Healthcare Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Full-Cycle BookkeepingA/P ManagementA/R ManagementReconciliationsMonth-End CloseSalesforce Lead ManagementSalesforce Contact ManagementSalesforce Pipeline ManagementSalesforce Report CreationSalesforce Email Integration

Soft Skills

Well SpokenPolishedPresentable

Tools & Technologies

Salesforce

Industry Keywords

ManufacturingHealthcare

About the role

Key responsibilities & impact

Perform full-cycle bookkeeping, including A/P, A/R, reconciliations, and month-end close
Send invoices and follow up on collections
Maintain vendor records and payment schedules
Prepare reports for the CPA and leadership
Create, update, organize, and merge Salesforce lead and contact records
Maintain clean Salesforce data
Move deals through pipeline stages and update opportunity records
Log calls, emails, and meetings
Pull basic pipeline, conversion-rate, and activity-tracking reports
Read dashboards to prioritize daily work
Set reminders and follow-up tasks using Salesforce calendar/activity feeds
Log emails to Salesforce records and track opens/replies when enabled
Navigate Salesforce Leads, Accounts, Contacts, Opportunities, and Reports tabs independently

Requirements

What you’ll need

Minimum 5 years of Salesforce experience
Manufacturing or Healthcare industry experience required
Well spoken, polished, and presentable
Experience with full-cycle bookkeeping, including A/P, A/R, reconciliations, and month-end close
Salesforce proficiency in lead and contact management
Salesforce pipeline management experience
Ability to create basic Salesforce reports and read dashboards
Experience with Salesforce task, reminder, calendar, and activity-feed management
Experience with Salesforce email integration, including Outlook/Gmail sync
Ability to navigate Salesforce Leads, Accounts, Contacts, Opportunities, and Reports tabs independently

Benefits

Comp & perks

Work from home
Long-term role with consistent work
Clear processes