Client Onboarding Specialist - Accounting

Client Onboarding Specialist - Accounting

Join our team at Inhabit, a leading SaaS provider in the property management industry, to help new clients set up their accounting and trust accounting systems and deliver exceptional customer service.

Location

Chandler, AZ (primary). Applicants in Atlanta, GA; Mason, OH; Dallas, TX; Knoxville, TN; North Carolina are also considered. We have an in-office work style, with most team members working in the office from Monday to Thursday and remotely on Friday.

Responsibilities

• Attend and participate in the onboarding and transition of new clients
• Train new clients virtually to set up and use all aspects of their accounting via the system
• Identify misplaced and invalid data and determine a plan for correction
• Train clients on proper way to complete bank reconciliations
• Work in the ticketing system to track and respond to requests promptly
• Build and maintain relationships with clients by providing exceptional customer service
• Exhibit proven ability to multitask and work under pressure
• Troubleshoot client issues as they may arise with client accounting set up
• Write and update accounting related articles on our knowledge base to provide both internal and external education & improvement initiatives
• Analyze and document clients' questions and concerns; determine when escalations are required and ensure they are sent to appropriate team or manager
• Proactively work to identify at-risk accounting issues

Qualifications

Benefits

Our Company is an Equal Opportunity Employer and complies with all federal, state, and local laws, including providing reasonable accommodations to applicants.

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