What are we looking for
Skills Required
Required Skills and Experience
- Proven bookkeeping experience
- Strong working knowledge of Xero
- Experience managing customer accounts and payment flows
- High attention to detail and process discipline
- Ability to manage CRM systems and maintain clean data
- Strong written and verbal communication skills
- Ability to identify inefficiencies and suggest practical improvements
Desirable Experience
- Previous experience working in New Zealand or Australia
- Understanding of local compliance, rental agreements or government payment processes
Company Overview
One of New Zealand's fastest growing tiny home rental companies. We provide compliant, high-quality cabins and work closely with customers, WINZ Case Managers, finance providers and delivery partners to deliver practical housing solutions.
Position Summary
The Bookkeeper is a critical operational role responsible for managing the full customer lifecycle from onboarding through to lease completion and cabin collection.
This position sits at the centre of the business, ensuring accurate financial management, strong customer communication, disciplined process execution, and high data integrity across our CRM and accounting systems.
This is a long-term role suited to someone who wants to grow with the company and contribute to continuous improvement. They will be working closely with the company director daily.
Key Responsibilities
Customer Lifecycle Management
- Manage customer onboarding and account setup
- Oversee documentation flow including contracts, WINZ paperwork, bonds and payment redirection setups
- Maintain ongoing account management throughout the customer lease term
- Coordinate off-hire process and cabin collection at lease completion
Bookkeeping and Financial Management
- Manage weekly payment monitoring and reconciliation
- Maintain accurate records within Xero
- Monitor arrears and proactively manage collections
- Ensure customer accounts are current and accurately maintained
CRM and Systems Management
- Manage CRM data integrity and workflow accuracy
- Ensure all customer records are complete, up to date and compliant
- Identify process gaps and recommend operational improvements
- Support management with reporting and system insights
Customer Service Leadership
- Communicate professionally and confidently with customers
- Provide clear guidance regarding payments, documentation and account requirements
- Maintain firm but respectful communication when managing arrears
- Ensure a smooth and structured customer experience from start to finish
Join the awesome team and enjoy these benefits & perks:
- Work from home arrangement
- Medical, Dental Coverage and Life insurance from day 1 of employment
- Paid Vacation and Sick Leave (with Quarterly Sick Leave Conversion)
- Competitive salary package and annual appraisal
- Financial Assistance Program
- Mandatory Government Benefits and 13th Month Pay
- Regular Company Events, Work Life Balance, and Career growth opportunities
JOIN CONNECTOS NOW!
ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.
#ConnectOSCareers #JoinConnectOS
#ConnectOSNonTech #RG-3
Equal Employment Statement
Employment decisions at ConnectOS will be conducted without consideration of factors such as age, race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.
