Accounting Software Support Specialist

Job Description

Job Description

As a Client Onboarding Specialist - Accounting, you will be responsible for coaching new clients during their onboarding to correctly set up of their taxes, fees, 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.

Functions and 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

Company Description

Inhabit is a unique collective of tech-forward products serving the residential, commercial and vacation rental management industries. Our strategic partnerships deliver best-in-class software solutions and services while fostering innovation and collaboration with like-minded entrepreneurs and industry leaders.

Inhabit believes that uncommon solutions and choice in the marketplace are critical to serving customers well.

Company Description

Inhabit is a unique collective of tech-forward products serving the residential, commercial and vacation rental management industries. Our strategic partnerships deliver best-in-class software solutions and services while fostering innovation and collaboration with like-minded entrepreneurs and industry leaders.\r\n\r\nInhabit believes that uncommon solutions and choice in the marketplace are critical to serving customers well.