Overview: We are hiring for our client, a cloud-based software solution provider that specializes in asset management, operations management, investor management, data analytics, and automation. The company offers real-time dashboards designed for businesses that own, manage, and lease commercial real estate. The product integrates seamlessly with QuickBooks. Our client is headquartered in Cedar Rapids, IA, and this is a remote position.
Position Summary: The Paralegal or Contracts Specialist will play a critical role in supporting client onboarding, reviewing contracts (which will comprise 80% of daily work), and providing QuickBooks consulting. This individual will assist in ensuring smooth onboarding processes for clients, maintain high-quality contract management, and consult on QuickBooks integration issues. The position requires excellent organizational, communication, and customer service skills to ensure that all client needs are met efficiently.
Key Responsibilities:
- Client Onboarding:
- Assist with onboarding new clients, ensuring proper data entry of legal documents such as leases and loans.
- Lead or participate in virtual meetings with team members and clients via Zoom to support onboarding.
- Perform software-related tasks during the onboarding process, including configuring integrations and ensuring data accuracy.
- Contract Review:
- Conduct thorough reviews of client contracts, identifying discrepancies, ensuring compliance, and mitigating risk.
- Draft and revise contracts to meet the company’s standards and the clients’ needs.
- Work closely with the legal and sales teams to ensure contracts align with business objectives.
- QuickBooks Consulting:
- Assist clients in setting up, managing, and troubleshooting QuickBooks-related issues.
- Provide guidance on how to effectively use QuickBooks in conjunction with the company's software.
- Address customer queries and assist in resolving technical issues involving QuickBooks integration.
Required Skills and Qualifications:
- Experience with QuickBooks Desktop or QuickBooks Online is essential.
- Excellent written and verbal communication skills in English.
- Strong customer service skills, with the ability to troubleshoot client issues.
- Proficiency in technology and the ability to resolve tech-related challenges independently.
- Detail-oriented with the ability to manage complex records and processes.
- Ability to prioritize tasks, handle multiple projects simultaneously, and meet deadlines.
- Strong follow-through and organizational skills.
- Must be able to identify areas for process improvement and work closely with the team to implement solutions.
- Ability to work remotely effectively and maintain communication with internal and external stakeholders.
Preferred Skills and Experience:
- Real estate industry experience—understanding of owning or managing real estate, or experience in banking or brokerage.
- Accounting degree or background.
- QuickBooks ProAdvisor Certification.
- Experience with tools like Zoom, Slack, Google Suite, Smartsheet, and HubSpot.
Remote Work Requirements:
- A clean, professional background conducive to video meetings.
- Stable, consistent remote work location with reliable high-speed internet.
- Computer equipment necessary to perform the work effectively.
- Must be based in Latin America or Philippines.
Ideal Candidate: This person is customer-focused, highly organized, and takes ownership of their work. They are a self-starter with the ability to manage complex, detail-oriented tasks and drive them to completion. The ideal candidate thrives in a fast-paced, transformative environment, where they are required to juggle multiple responsibilities and deliver excellent results. They have the dedication and motivation to contribute to the success of the company while ensuring top-tier client service and contract management.
