Software Accounting Consultant

HawkSoft • Canby, OR

11d • Remote

About The Position

HawkSoft is hiring a full-time Software Accounting Consultant for a fully remote role. The position consults with insurance agencies to implement HawkSoft accounting solutions, determine customer accounting training needs, configure software to meet those needs, and train customers on HawkSoft Client Management System workflows and its integration with QuickBooks, as well as QuickBooks configuration and core functions. The consultant also maintains customer documentation, resolves product and support issues, and contributes to department and team projects as a subject matter expert.

The role involves collaborating with clients, providing guidance on software use and troubleshooting, participating in training to develop technical and customer interaction skills, and relaying customer feedback and product improvement ideas to the development team. The stated schedule is Monday through Friday, 8 AM to 5 PM, tailored to the employee’s time zone. HawkSoft describes its culture as collaborative and customer-centric, with empathy and integrity as values.

Requirements

• High school diploma or equivalent required.
• At least 3 years of customer service experience.
• At least 1 year of training experience.
• Excellent written and oral communication skills.
• Strong attention to detail.
• Organizational, time management, and project management skills.
• Ability to multitask and prioritize.
• Excellent troubleshooting and problem-solving skills.
• Basic computer skills.
• Ability to work independently and contribute within a team environment.

Nice To Haves

• Bachelor’s degree in Accounting, Business, or a related field is preferred.
• Insurance industry experience is a plus.
• QuickBooks experience is preferred.
• Working knowledge of the HawkSoft Client Management System is preferred.

Responsibilities

• Consult with and assist insurance agencies in successfully implementing HawkSoft accounting solutions.
• Determine insurance agencies’ accounting training needs and customize HawkSoft software configurations to meet them.
• Conduct training on configuration and workflows in the HawkSoft Client Management System and its integration with QuickBooks.
• Conduct training on QuickBooks configuration and core functions.
• Maintain necessary customer documentation.
• Resolve product or support issues by clarifying concerns, determining causes, selecting and explaining solutions, expediting corrections or adjustments, and following up to confirm resolution.
• Relay customer feedback and suggest product improvements to the development team.
• Contribute to department projects and other team projects as a subject matter expert when needed.
• Collaborate with clients and teammates and participate in regular team check-ins.

Benefits

• Medical, dental, and vision insurance plans offered after 30 days; employee coverage is 100% paid and dependent coverage is 85%–90% paid based on plan.
• Company-paid life insurance, AD&D, and short- and long-term disability.
• Exceptional PTO/vacation time.
• Yearly performance and compensation reviews.
• Flexible hours.
• Discount on gym membership.
• Tuition reimbursement.
• 401(k) plan with company match, available after 90 days.
• Employee discounts.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED