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Layer Financial Technologies

Embedded accounting API for SMB software

Customer Support Specialist

Customer SupportConfirmed live in the last 24 hours
Full-timeRemote in USANo salary listedRemote

About the Job

Requirements

  • At least 2 years of experience in a customer-facing role such as support or onboarding, or in bookkeeping.
  • Familiarity with small business bookkeeping fundamentals and basic financial concepts.
  • Strong live communication and active listening skills.
  • Excellent written communication skills.
  • Strong attention to detail and ability to manage multiple tasks simultaneously.

Responsibilities

  • Run live video onboarding calls with new customers to gather key business context and complete bookkeeping setup, including bank and credit card connections and historical bookkeeping needs.
  • 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.
  • Provide thoughtful, proactive, and detail-oriented support to meet partner and customer expectations.

Desired Qualifications

  • An ownership and growth mindset.

About the Company

Layer Financial Technologies

Embedded accounting API for SMB software

Layerfi provides an embedded accounting platform for SMB software stacks, offering an API and pre-built UI components that partner platforms can integrate to provide automated bookkeeping and tax-ready reports inside their own interfaces. The data flow works by moving financial data from partner apps into Layerfi’s accounting engine, where AI-powered bookkeeping automatically categorizes transactions and produces monthly reconciled financials. Layerfi differentiates itself by delivering white-labeled, embeddable accounting tailored for the SMB software ecosystem, helping partners lower bookkeeping costs and speed up month-end close. Its goal is to enable scalable financial management across connected SMB tools while letting partners offer built-in, affordable accounting services to their customers.

Company size
11-50
Company stage
Seed
Total funding
$8.9M
Headquarters
San Francisco, CA
Founded
2020

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