QuickBooks Integration Expert
7 days ago
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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