Limited Bookkeeper Salesforce
Job in
Peoria, Maricopa County, Arizona, 85381, USA
Listed on 2026-07-21
Listing for:
Daybook Group
Full Time
position Listed on 2026-07-21
Job specializations:
-
Accounting
-
Administrative/Clerical
Job Description & How to Apply Below
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 collections
- Maintain vendor records and payment schedules
- Prepare reports for CPA and leadership
- Lead & Contact Management:
Creating, updating, and organizing lead/contact records; merging duplicates; maintaining clean data - Pipeline Management:
Moving deals through stages, updating opportunity records, logging activities (calls, emails, meetings) - Reports & Dashboards:
Pulling basic reports on pipeline status, conversion rates, and activity tracking; reading dashboards to prioritize daily work - Task & Follow‑Up Management:
Setting reminders, follow‑up tasks, and using the calendar/activity feed to stay on top of prospects - Email Integration:
Logging emails to records (via Outlook/Gmail sync if connected), tracking opens/replies if enabled - Basic Navigation:
Comfortable moving between Leads, Accounts, Contacts, Opportunities, and Reports tabs without hand‑hanging
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