Quickbooks Certified Accountant (Client Onboarding Specialist) from LatAm

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Cedar Rapids, IA(remote)

JOB DETAILS
SKILLS
Accounting Certifications, Asset Management Software, Automation, Banking Services, Cloud Computing, Commercial Real Estate, Communication Skills, Customer Relations, Customer Support/Service, Data Analysis, Data Entry, Desktop PC, English Language, Follow Through, Identify Issues, Intuit Quickbooks, Investor Relations, Knowledge Base, Leasing, Legal Documents, Loans, Onboarding, Process Development, Real Estate, Real Estate Sales, Reporting Dashboards, Slack, Work From Home
LOCATION
Cedar Rapids, IA
POSTED
1 day ago

Role: Quickbooks Certified Accountant (Client Onboarding Specialist)Overview:We are hiring for our client who is a cloud-based software solution providing asset management, operationsmanagement, investor management, data analytics, and automation, in real-time dashboards, for companies that own, manage, and lease commercial real estate. The client's product integrates with QuickBooks. The client is headquartered in Cedar Rapids, IA. The position is remote.Ideal CandidateThis person is customer-focused, takes ownership of their tasks, and is results-oriented.Dedication is required to be part of something transformative.The Role:Assist with the onboarding activities of the customers, including data entry of legal documents such as leases and loans, meetings on Zoom with the team and customers, and other software-related tasks as neededAssist with customer service questionsAssist with writing Knowledge Base articles when questions repeatedly come upMust Haves:Experience with QuickBooks Desktop or QuickBooks OnlineExcellent English speaking and writing skillsExcellent customer service skillsStrong technical experience - able to troubleshoot technology issues by themselvesPatience for digging through complex, messy records from our customersAbility to drive projects to completionAttention to detail – both with data and processesAbility to communicate well with customers and internally (written and verbally) on progress and questionsAbility to identify process improvementsTeam player – works closely with other team members to achieve common goalsStrong follow-through skillsSense of urgencyAbility to work effectively remotelyPreferred Skill and Experience:Experience in the real estate industry – owning or managing real estate, banking, realtor/brokerAccounting degreeQuickBooks ProAdvisor CertificationExperience with Zoom, Slack, Google Suite, Smartsheet, HubSpotRemote Requirements:Access to a space that is conducive to customer meetings - meaning a clean, professional background without others in the vicinityMust maintain a consistent remote work location, ensuring stable work hours and avoiding frequent changes in time zonesHigh-speed internet connectionComputer equipment to perform workLocated in Latin America#J-18808-Ljbffr

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