Bookkeeper | CRM Manager

Job Title: Bookkeeper | CRM Manager

Location: Danbury, CT (Onsite)

Company: Greater Danbury Chamber of Commerce

Job Description:

We are seeking a skilled Bookkeeper | CRM Manager to join our team. The ideal candidate will be an expert in QuickBooks and CRM systems to manage and maintain financial records and customer relationships efficiently.

Responsibilities:

• Manage financial data entry and ensure accuracy in QuickBooks software and CRM platform.
• Oversee CRM system and integration of QuickBooks data, including invoice population, member updates, payments, profile data.
• Interface with the organization’s partners, tourism members, sponsors, and prospects on all financial related deliverables
• Generate financial reports for review by President, CEO
• Collaborate with leadership to ensure seamless information flow between systems.
• Develop processes for financial efficiencies across membership, events, and forecasting.
• Collaborate directly with President and Treasurer to create annual budget.
• Serve as main point of contact for annual Chamber audit.
• Reconcile bank statements and maintain general ledgers.
• Manage the overall P&L, including AR, AP, payment processing, taxes, vendor agreements, grant forms and sponsorship payments.
• Process and maintain cash receipt records, daily deposits check disbursements.
• Manage equipment, maintenance, supply, and office related contracts.

Requirements:

• Bachelor’s degree in accounting, Finance, Business Administration, or related field preferred
• Proven experience and proficiency in QuickBooks and CRM software
• Strong understanding of financial principles and data tracking
• Excellent communication and people skills.
• Meticulous with the ability to multitask and prioritize tasks effectively.
• Experience in Non-Profit, City, State or Government a plus but not required.

Direct Report: President & CEO

Pay: Up to $55,000.00 per year

Hours: Monday – Friday: 8:30-4:30pm

Benefits:

• Health insurance
• PTO and Sick Days
• Simple IRA Option, 3% Employer Match Contribution

Job Type: Full-time

Pay: Up to $55,000.00 per year

Benefits:

• Health insurance
• Paid time off

Experience:

• QuickBooks: 2 years (Required)
• CRM software: 1 year (Required)

Ability to Commute:

• Danbury, CT 06810 (Required)

Work Location: In person