Contracts Specialist, Paralegal, Accounting Experience

This is a fully remote position, open to applicants in Philippines.

📋 Description

• Support the onboarding of new clients by ensuring accurate data entry of legal documents, including leases and loans.

• Facilitate or engage in virtual meetings with team members and clients via Zoom to assist with the onboarding process.

• Execute software-related responsibilities during onboarding, which includes setting up integrations and verifying data accuracy.

• Conduct comprehensive reviews of client contracts to identify discrepancies, ensure compliance, and mitigate risk.

• Draft and amend contracts to align with the company’s standards while meeting clients’ requirements.

• Collaborate closely with the legal and sales teams to ensure contracts meet business objectives.

• Assist clients in configuring, managing, and troubleshooting QuickBooks-related challenges.

• Offer guidance on the effective use of QuickBooks in combination with the company's software solutions.

• Respond to customer inquiries and aid in resolving technical issues related to QuickBooks integration.

⛳️ Requirements

• Proficient in QuickBooks Desktop or QuickBooks Online is required.

• Exceptional written and verbal communication skills in English.

• Strong customer service abilities, with a knack for troubleshooting client issues.

• Technologically savvy with the capability to independently resolve tech-related challenges.

• Detail-oriented, adept at managing complex records and processes.

• Capable of prioritizing tasks, juggling multiple projects simultaneously, and meeting deadlines.

• Excellent follow-through and organizational skills.

• Must demonstrate the ability to pinpoint areas for process enhancement and collaborate with the team to implement solutions.

• Ability to work effectively remotely while maintaining communication with both internal and external stakeholders.

• Experience in the real estate sector—knowledge of real estate ownership or management, or experience in banking or brokerage.

• Background or degree in accounting.

• QuickBooks ProAdvisor Certification.

• Familiarity with tools such as Zoom, Slack, Google Suite, Smartsheet, and HubSpot.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Flexible remote work options.

• Opportunities for professional development and growth.

• Supportive team environment fostering collaboration.

• Comprehensive health and wellness benefits.