Asset Management Contract Specialist
2 days ago
Company Overview
We are OnlyExperts, a cloud-based software solution provider specializing in asset management, operations management, investor management, data analytics, and automation. Our product offers real-time dashboards for businesses that own, manage, and lease commercial real estate, seamlessly integrating with QuickBooks.
Job Summary
The Paralegal or Contracts Specialist will play a critical role in supporting client onboarding, reviewing contracts (80% of daily work), and providing QuickBooks consulting. This individual will assist in ensuring smooth onboarding processes for clients, maintain high-quality contract management, and consult on QuickBooks integration issues.
Main Responsibilities
- Client Onboarding
- Assist with onboarding new clients, ensuring proper data entry of legal documents such as leases and loans.
- Lead or participate in virtual meetings with team members and clients via Zoom to support onboarding.
- Perform software-related tasks during the onboarding process, including configuring integrations and ensuring data accuracy.
- Contract Review
- Conduct thorough reviews of client contracts, identifying discrepancies, ensuring compliance, and mitigating risk.
- Draft and revise contracts to meet the company's standards and the clients' needs.
- Work closely with the legal and sales teams to ensure contracts align with business objectives.
- QuickBooks Consulting
- Assist clients in setting up, managing, and troubleshooting QuickBooks-related issues.
- Provide guidance on how to effectively use QuickBooks in conjunction with our software.
- Address customer queries and assist in resolving technical issues involving QuickBooks integration.
Key Skills and Qualifications
- Experience with QuickBooks Desktop or QuickBooks Online is essential.
- Excellent written and verbal communication skills in English.
- Strong customer service skills, with the ability to troubleshoot client issues.
- Proficiency in technology and the ability to resolve tech-related challenges independently.
- Detail-oriented with the ability to manage complex records and processes.
- Ability to prioritize tasks, handle multiple projects simultaneously, and meet deadlines.
- Strong follow-through and organizational skills.
- Must be able to identify areas for process improvement and work closely with the team to implement solutions.
- Ability to work remotely effectively and maintain communication with internal and external stakeholders.
Preferred Skills and Experience
- Real estate industry experience—understanding of owning or managing real estate, or experience in banking or brokerage.
- Accounting degree or background.
- QuickBooks ProAdvisor Certification.
- Experience with tools like Zoom, Slack, Google Suite, Smartsheet, and HubSpot.
Remote Work Requirements
- A clean, professional background conducive to video meetings.
- Stable, consistent remote work location with reliable high-speed internet.
- Computer equipment necessary to perform the work effectively.
- Must be based in Latin America or Philippines.
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