doola - Bookkeeping Team Lead

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Bookkeeping Team Lead

Have you ever worked with HubSpot or similar CRM/ticketing software?✱
- Yes
- No
What CRMs have you previously worked with?✱
- SalesForce
- Intercom
- Kustomer
- Zendesk
- FreshDesk
- HubSpot
- Other
- None
How many years of professional hands-on experience (through formal employment, NOT considering freelance/studying) do you have with Bookkeeping?✱
- No experience
- 1 - 3 years
- 3 - 5 years
- 5+ years
What’s your experience with managing or leading a team of bookkeepers?✱
- I’ve managed or led a bookkeeping team with direct ownership over performance, quality, and growth
- I’ve mentored or supported other bookkeepers, but didn’t have direct management responsibilities
- I’ve worked on bookkeeping teams but haven’t had a leadership or mentoring role
What best describes your experience with building reports (e.g., team performance, financial summaries, client metrics)?✱
- I’ve independently built reports from scratch to track performance, identify trends, or inform leadership decisions
- I’ve updated or customized existing reports and shared insights with the team
- I’ve reviewed reports created by others but haven’t built or modified them myself
- I haven’t worked with reports in a professional setting
How would you describe your experience with client-facing support or inquiries in a bookkeeping context?✱
- I’ve owned client relationships, resolved complex inquiries, and acted as a point of escalation
- I’ve regularly communicated with clients to clarify issues or gather documentation
- I didn’t interface with clients directly, another person within my team or a different department handled that, but I coordinated closely with them to support client needs
- I haven’t had client-facing experience in my bookkeeping roles
Have you contributed to process improvements or automation within a bookkeeping team?✱
- Yes, I’ve led automation or process redesign initiatives (e.g., ticket triaging, reporting workflows, reconciliation shortcuts)
- I’ve collaborated on automation or streamlining efforts led by others
- I’ve made suggestions for improvements but didn’t directly implement them
- No, I haven’t been involved in automation or process improvement work
Have you created or delivered internal training (e.g., for onboarding new team members, enabling product understanding, or process updates)?✱
- Yes, I’ve designed and led structured trainings (e.g., onboarding, system walkthroughs, financial processes)
- I’ve informally trained or supported team members (e.g., shadowing, answering questions)
- I’ve contributed ideas or materials for trainings but didn’t deliver them myself
- No, I haven’t been involved in internal training
What is your English level?✱
- Beginner (A1 - A2)
- Intermediate (B1 - B2)
- Advanced (C1)
- Fluent (C2)
- Native
Have you worked in a startup before? (Please keep in mind that, although this is not required, we will review your resume and LinkedIn to verify this information)✱
- Yes
- No

Referral

Were you referred to this position by a doolian? If yes, please provide their full name and relationship to you (e.g. relative, friend, work colleague).

Salary expectations

What are your annual/yearly salary expectations in US Dollars?✱

Bookkeeping Team Lead

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Bookkeeping Team Lead

Referral

Salary expectations

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