# Quickbooks Certified Accountant (Client Onboarding Specialist) from LatAm

> OnlyExperts · Mexico (Remote) · Full-time · Posted 2024-08-05

**Workplace:** remote

## Description

**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:**

-   Experience with QuickBooks Desktop or QuickBooks Online
-   Excellent English speaking and writing skills
-   Excellent customer service skills
-   Strong technical experience - able to troubleshoot technology issues by themselves
-   Patience for digging through complex, messy records from our customers
-   Ability to drive projects to completion
-   Attention to detail – both with data and processes
-   Ability to communicate well with customers and internally (written and verbally) on progress and questions
-   Ability to identify process improvements
-   Team player – works closely with other team members to achieve common goals
-   Strong follow-through skills
-   Sense of urgency
-   Ability to work effectively remotely

**Preferred Skill and Experience:**

-   Experience in the real estate industry – owning or managing real estate, banking, realtor/broker
-   Accounting degree
-   QuickBooks ProAdvisor Certification
-   Experience with Zoom, Slack, Google Suite, Smartsheet, HubSpot

## Requirements

**Remote Requirements:**

-   Access to a space that is conducive to customer meetings - meaning a clean, professional background without others in the vicinity
-   Must maintain a consistent remote work location, ensuring stable work hours and avoiding frequent changes in time zones
-   High-speed internet connection
-   Computer equipment to perform work
-   Located in Latin America

## Apply

[Apply at OnlyExperts](https://apply.workable.com/onlyexperts/j/665B867E37/apply)

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