Cloud Accounting Training Specialist
Cloud Accounting Training Specialist
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Salary Not Disclosed
1 Vacancy
Job Description
Role (Overview of the Position)
We are seeking a detailoriented Cloud Accounting Training Specialist to join our growing Business Solutions team. This role is essential in helping clients transition to QuickBooks Online (QBO) effectively by providing handson training and ongoing email support. The ideal candidate will have strong technical knowledge of QBO excellent communication skills and a proactive approach to problemsolving ensuring a smooth migration experience for Gauvreau clients.
Responsibilities (Tasks Associated with the Role)
- Provide training sessions for clients on cloud accounting systems usage and best practices.
- Investigate and resolve QBOrelated client issues through email support and client meetings.
- Conduct indepth troubleshooting and exploration of client bookkeeping systems to diagnose and resolve issues efficiently.
- Analyze the transferred financial data in QBO using available financial reports to ensure quality and accuracy to original data.
- Produce financial verification reports and videos relating to data transfers (proof of completion documents comparing legacy data to new data).
Requirements (Expected Proficiencies)
- Strong proficiency in cloud accounting systems (QBO) and basic accounting theory is an asset for ensuring client reports are properly generated in new systems.
- Excellent written and verbal communication skills with the ability to clearly guide clients through processes.
- Ability to adjust training techniques to different learning styles.
- Familiarity with remotemeeting technology (Zoom Meet Teams Slack etc.
- Ability to work independently and collaboratively in a dynamic environment.
- Strong analytical ability and problemsolving skills with a proactive solutionsoriented approach.
- Commitment to highquality work and exceptional client service.
- Experience with fullcycle bookkeeping services for external businesses.
- High level of efficiency in managing email communication and troubleshooting.
This job description is not allinclusive and certain activities duties or responsibilities may be required of the employee as needed.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
