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Jobs or company...

Onboarding Specialist

  • Full Time, onsite
  • Enkel Backoffice Solutions Inc.
  • Remote On Site, United States of America
Salary undisclosed

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Job Description

Job Description
Salary: CAD$60,000-$80,000/year

About Us

After years of experience working in the accounting and technology spheres, the Enkel team saw an opportunity to provide cloud accounting solutions and better quality reporting to Canadian businesses and Not-for-Prot organizations.

It s our vision to be a partner to our clients by providing them with timely, accurate accounting and reporting that allows for insight and data to make better business decisions.

What We re Looking For

We are looking for a high performing Onboarding Specialist to join our team. This role involves efficiently onboarding clients and setting up our bookkeeping team for success. The ideal candidate will have at least 2 years of onboarding experience, a strong background in bookkeeping, excellent communication skills, and a deep understanding of cloud accounting platforms.

What We Offer

We provide our team with opportunities for career advancement and professional development within a rapidly growing company. It s our shared mission to provide a higher level of service to our clients, and we hire like-minded individuals to join the hive.

What Your Responsibilities Look Like

  • Guide clients through the onboarding process, ensuring a smooth transition to the cloud bookkeeping system.
  • Collect and organize financial documents and information from clients.
  • Develop and implement processes tailored to client needs, adhering to Enkel standards, and create detailed documentation to support bookkeeping procedures.
  • Set up client profiles in the cloud accounting platform.
  • Manage the migration of financial data from clients' previous systems to the cloud platform.
  • Verify the accuracy of transferred data and troubleshoot any discrepancies using quality assurance processes.
  • Configure integrations with other relevant software and tools used by clients.
  • Address client inquiries and provide ongoing support to ensure comfort with the new platform.
  • Conduct training sessions to help clients navigate and utilize the features of the cloud bookkeeping system.
  • Ensure all necessary documentation is collected and processed within the Service Level Agreement (SLA) of 23 business days.
  • Maintain detailed documentation of client onboarding processes, configurations, and client-specific instructions.
  • Create and update user manuals and guides for client reference.

What You Bring

  • 10+ years of working experience.
  • Minimum of 2 years of onboarding experience.
  • Proven experience as a bookkeeper or in a similar role.
  • Strong understanding of accounting principles and practices.
  • Familiarity with popular cloud accounting platforms (e.g., QuickBooks Online, Xero).
  • Excellent verbal and written communication skills.
  • Exceptional organizational and time-management skills.
  • Ability to work independently and collaboratively within a team environment.
  • Proficiency in Microsoft Office and other relevant software.

Education and Certifications:

  • Bachelor s degree in Accounting, Finance, or a related field preferred.
  • Professional certifications such as Certified Bookkeeper (CPB) or Certified QuickBooks ProAdvisor are a plus.

If you are passionate about helping businesses transition to efficient cloud bookkeeping systems and possess the necessary skills, we encourage you to apply and join our dynamic team!

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
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