Bookkeeping Operations Lead
Swyft Filings
Houston, TX US
Posted ago
Swyft Filings

Are you looking for an opportunity to manage, grow and take ownership level responsibility of the operations of an entire product line? Do you have experience building your own team and motivating them to drive results? Does the thought of having responsibility for the long-term success of a business line excite you? Do you enjoy helping customers and ensuring they have a positive experience with our organization? Would you like to be part of a culture that values and appreciates its employees? If you answered yes to all of these questions, then you’re exactly the type of person we’re looking for to fill our *Bookkeeping Operations and Customer Service Lead position!

Who We Are

We are an online company dedicated to helping people reach their full entrepreneurial potential by removing roadblocks. This product line uses software and technology to handle the bookkeeping function so that our customers can focus on other aspects of their business. We are looking for somebody to handle the operational side of the product line in addition to managing a team of sales and onboarding specialists, bookkeepers, and customer service representatives.

We are looking for a team member that can analyze issues and recommend process and product improvements to grow the company. We will also rely on you to build and oversee remote onboarding, bookkeeping and customer service teams and motivate them to consistently meet goals while providing exemplary customer support. If you thrive in an environment that requires you to think quickly on your feet and take initiative in all aspects of your work, we want you to apply now!


  • Health Insurance
  • Life Insurance
  • Dental & Vision Insurance
  • Disability Insurance
  • Competitive Paid Time Off
  • Hybrid Work Model (in-office and remote)
  • Parental Leave
  • Casual Dress Code
  • Free Branded SWAG
  • Healthy Snacks in Office
  • Company Events
  • Referral Program


What You'll Do

  • Spearhead product and customer experience improvements based on team and customer feedback
  • Improve our online presence by optimizing customer review sites and helping make the customer experience delightful so that word of mouth marketing takes care of itself
  • Perform periodic quality control and assurance reviews to verify we provide a top-notch and valued customer experience
  • Act as a liaison between customers and internal stakeholders
  • Research common customer concerns, and propose and implement solutions
  • Hire, train, and manage a remote team of qualified bookkeeping agents
  • Ensure all inbound calls, customer voicemails, emails, and chats are responded to promptly and professionally
  • Minimize refunds and chargebacks by working with multiple teams to constantly improve the customer experience
  • Compile weekly reports outlining the performance of key business metrics (refunds, chargebacks, subscription rates, etc.)
  • Work closely with the ownership team to launch and scale this product line
  • Be a skilled multitasker, able to juggle multiple tasks at once without sacrificing quality

Most importantly, ensure that the business is running smoothly and every customer is completely taken care of. Join our growing organization!


What You'll Need

  • 2+ years of management experienced required
  • Familiarity with general concepts of bookkeeping, accounting, or finance required
  • 2+ years of experience optimizing business processes required
  • Bachelor’s Degree in Business, Finance, Accounting, or similar field preferred

$50,000 - $100,000 yearly
About Swyft Filings

Swyft Filings is an online service for business formations and compliance. More importantly, we’re a company that has helped budding entrepreneurial mindsets start over 150,000 new businesses (and counting). We take a complex process and automate it to make it easier for small businesses and individuals to launch their business dreams without having to go it alone or find, hire, and pay high-priced and uncertain legal fees.

In the last five years, we’ve grown from a lawyer and two online entrepreneurial mindsets into a team 65 strong – and you can bet we’re not done yet. We’re self-funded, profitable, and proud to be a leader in our industry. Our mission is to break down barriers so anyone can follow their dreams and create something special for themselves and their communities.

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