Accounting Financial Solutions Expert

1 week ago

Toronto, Ontario, Canada WAVE Full time
Unlock Your Potential as an Accounting Financial Solutions Expert

We believe that small businesses are the backbone of our communities, and empowering them to thrive is a noble pursuit. At Wave, we're dedicated to providing innovative financial management solutions that help entrepreneurs manage their finances fearlessly.

Job Summary:

  • We're seeking an accomplished Accounting Financial Solutions Expert to join our team as an Accounting Coach, working closely with business owners via Wave Advisors to provide guidance on effectively utilizing Wave's Accounting and other featured products.

About the Role:

As an Accounting Financial Solutions Expert, you'll act as a trusted mentor, empowering entrepreneurs with the knowledge and confidence to manage their businesses seamlessly on Wave. You'll cover accounting principles and software functionalities, ensuring a seamless experience for our clients.

Your Responsibilities Will Include:

  • Communicating and partnering with Small Business Entrepreneurs (clients) through Wave Advisor Coaching Services.
  • Navigating a diverse portfolio of clients, prioritizing their most pressing needs.
  • Seamlessly transitioning between scheduled calls and email support, ensuring a fluid and effective management approach.
  • Responding to client questions by email in a timely manner, prioritizing responses by urgency.
  • Distilling and understanding a business owner's pain points in a timely manner and supporting them with troubleshooting and problem-solving as needed.
  • Coaching and explaining accounting concepts in lay terms to support clients' understanding.
  • Being flexible and adjusting to each client's unique needs.
  • Ensuring time is used wisely during Coaching Calls, addressing business owner's highest priority issues, while also being able to wrap up a call at the best stopping point.
  • Following up on issues or business owners' needs, conducting self-research, testing answers in Wave's software, connecting with internal teams, and/or gaining team feedback.
  • Providing clearly communicated post-call email support with an openness to continued partnership working together.
  • Following all HubSpot processes to help the team as a whole manage all coaching clients and recognize revenue.

You'll Thrive Here If You Possess:

  • A completion of post-secondary education in Finance, Accounting, or Business.
  • 0-2 Years of general working experience.
  • Previous experience in cloud accounting.
  • The ability to prioritize multiple tasks when needed to complete work that needs to be done at the end of each day, balancing the needs of each client and helping them succeed.
  • The ability to explain accounting concepts in lay terms.
  • An active listening skillset with the ability to be customer-focused and build quick rapport with prospective clients.
  • Confidence with software tools, willing to learn and use new software effectively that will support the coaching services and internal processes.
  • Demonstrated initiative and a drive to achieve outstanding results, possessing a positive attitude and a desire to grow and excel in everything you do.
  • Previous working experience with small businesses is a plus.

Compensation:

We offer a competitive salary range of $60,000 - $80,000 per year, depending on experience, as well as a comprehensive benefits package, including health, dental, and vision coverage, and a generous retirement plan.

About Us:

We're Wave, a leading provider of innovative financial management solutions for small businesses. We're passionate about empowering entrepreneurs to thrive and are committed to creating a diverse and inclusive culture that values individuality and promotes continuous growth.

We're an Equal Opportunity Employer:

We welcome applications from qualified candidates of all backgrounds and perspectives. If you're passionate about making a difference in the lives of small business owners, we'd love to hear from you

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