QuickBooks Integration Expert

7 days ago


Manila, National Capital Region, Philippines OnlyExperts Full time

Our Company

We are a cloud-based software solution provider specializing in asset management, operations management, investor management, data analytics, and automation.

Your Opportunity

This position offers a unique opportunity to join our team and contribute to the success of our clients. As a Paralegal or Contracts Specialist, you will play a critical role in supporting client onboarding, reviewing contracts, and providing QuickBooks consulting services.

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.
  • 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.

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