Accounting Onboarding and Support

INHABIT IQ•Alpharetta, GA

35d•Onsite

About The Position

As an Account Onboarding and Support, you will be responsible for coaching new clients during their onboarding to correctly set up of their taxes, fees, plus trust accounting information and coach them on how to use their Streamline system effectively to stay in Trust. You will also be responsible for conducting research, performing routine calculations, general ledger reviews to identify discrepancies and opportunities and communicate these accordingly. We are looking for a highly motivated, polished, well organized self-starter with an engaging personality who thrives in a fast-paced environment and can learn and adapt quickly.

Requirements

2-4 years of experience in accounting/bookkeeping
Experience in Excel, Word, Zoom or other video calling tools
Knowledge of Trust Accounting or relevant highly recommended
Successful experience in delivering excellent customer service
Time management and organizational skills
Quick learner, detail oriented, and collaborative friendly team player
Professionalism and clarity in your verbal and written communication with the ability to teach customers and teammates with enthusiasm
Happy, friendly and approachable individual
Bachelor’s degree in accounting or comparable accounting experience

Nice To Haves

Experience in the Property Management Industry highly recommended

Responsibilities

Attends and participates in the onboarding and transition of new clients
Trains new clients over Zoom to set up and use all aspects of their accounting in the system
Identifies misplaced and invalid data and determine a plan for correction
Trains on how to complete bank reconciliations
Works in the ticketing system to respond to tickets promptly
Builds and maintain relationships with clients by providing exceptional customer service
Exhibits proven ability to multitask and work under pressure
Troubleshoots client issues with their accounting set up
Writes/updates accounting related articles on our knowledgebase to provide both; internal, and external education & information
Analyzes and documents clients’ questions and concerns and escalates problems to appropriate teams or manager
Proactively works to identify at-risk accounting issues
Collaborates cohesively with team members to identify opportunities for process improvements
Leads accounting webinars from time to time to train clients and/or internal staff
Attends all company/team meetings as needed
May be assigned to internal project teams as needed
Collaborates as a subject matter expert to assist our instructional design team create new or to update educational solutions