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Onboarding Specialist
2 months ago
High-performing Onboarding Specialist sought to efficiently onboard clients and set up bookkeeping teams for success in a rapidly growing company.
About Enkel: After years of experience working in accounting and technology, Enkel provides cloud accounting solutions and quality reporting to Canadian businesses and Not-for-Profit organizations.
Our vision is to be a partner to our clients by providing timely, accurate accounting and reporting that allows for insight and data to make better business decisions.
Key Responsibilities:
- 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.
Requirements:
- 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.
