Layer

• Run live video onboarding calls with new customers to gather key business context and complete bookkeeping setup (bank/credit card connections, historical bookkeeping needs, etc.) • Support customers across chat and email by answering bookkeeping questions, diagnosing issues, and driving them to resolution quickly and empathetically • Maintain accurate customer notes and status updates in internal systems to ensure strong follow-through and smooth handoffs • Collaborate with other Layer teams to improve workflows and surface product feedback based on recurring customer needs • Exceed partner and customer expectations by providing thoughtful, proactive, and detail-oriented support