Key Facts

Remote From:

Full time

Senior (5-10 years)

English

Hard Skills

Bookkeeping Accounting Software Microsoft Dynamics CRM Accounts Receivable Fair Debt Collection Data Integrity Account Management Accounts Receivable Contract Management Client Services Integrated Reporting Cash Management Process Improvement Online Communication Process Management Commercialization Self-Regulation Continuous Improvement Process

Other Skills

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Non-Verbal Communication
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Accountability
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Leadership
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Customer Service
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Organizational Skills
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Detail Oriented

Roles & Responsibilities

Proven experience in bookkeeping
Strong working knowledge of Xero accounting software
Experience managing customer accounts and payment flows
High attention to detail with strong process discipline

Requirements:

Oversee customer onboarding, account setup, documentation flow (contracts, WINZ paperwork, bonds, redirection forms) and manage off-hire/cabin collection throughout the lease lifecycle
Monitor and reconcile weekly customer payments and maintain accurate financial records in Xero; manage arrears and ensure accounts are current
Maintain CRM data integrity, ensure records are complete and up-to-date, identify process gaps and implement operational improvements; provide reporting support to management
Lead customer service communications, guide customers on payments and documentation, manage arrears professionally, and deliver a structured onboarding-to-completion experience

Job description

Position Summary

The Bookkeeper / Customer Service Lead is a key operational role responsible for overseeing the full customer lifecycle, from onboarding through to lease completion and cabin collection.

This position operates at the core of the business, ensuring accurate financial management, effective customer communication, disciplined process execution, and strong data integrity across CRM and accounting systems.

This is a long-term opportunity suited for a professional who is committed to growth, stability, and continuous operational improvement.

Key Responsibilities

1. Customer Lifecycle Management

Manage customer onboarding and account setup processes.
Oversee documentation flow, including contracts, WINZ paperwork, bonds, and redirection forms.
Maintain ongoing account management throughout the lease term.
Coordinate the off-hire process and cabin collection upon lease completion.

2. Bookkeeping and Financial Management

Monitor and reconcile weekly customer payments.
Maintain accurate financial records within Xero.
Monitor arrears and proactively manage collections.
Ensure customer accounts remain current and properly maintained.

3. CRM and Systems Management

Maintain CRM data integrity and ensure workflow accuracy.
Ensure all customer records are complete, compliant, and up to date.
Identify process gaps and recommend operational improvements.
Provide reporting support and system insights to management.

4. Customer Service Leadership

Communicate professionally and confidently with customers.
Provide clear guidance regarding payments, documentation, and account requirements.
Maintain firm yet respectful communication when managing arrears.
Deliver a structured and seamless customer experience from onboarding to completion.

Required Skills and Experience

Proven experience in bookkeeping.
Strong working knowledge of Xero accounting software.
Experience managing customer accounts and payment flows.
High attention to detail with strong process discipline.
Ability to manage CRM systems and maintain accurate data.
Strong written and verbal communication skills.
Demonstrated ability to identify inefficiencies and recommend practical improvements.

Desirable Experience

Previous experience working with New Zealand or Australian clients.
Understanding of local compliance requirements, rental agreements, or government payment processes.