Quickbooks Certified Accountant (Client Onboarding Specialist) from LatAm

Role : Quickbooks Certified Accountant (Client Onboarding Specialist)

Overview :

We are hiring for our client who is a cloud-based software solution providing asset management, operations

management, 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 Candidate

This 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 needed
• Assist with customer service questions
• Assist with writing Knowledge Base articles when questions repeatedly come up

Must Haves :

Preferred Skill and Experience :

Requirements

Remote Requirements :