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.
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