Accounting Transition Advisor
1 month ago
Position: Accounting Migration Consultant
Location: Remote
Compensation: Competitive salary
Role Overview:
We are seeking motivated individuals with a background in accounting to join our team as Accounting Migration Consultants. In this role, you will play a vital part in assisting both new and existing clients with the intricate process of integrating and migrating their financial applications. Your expertise will be crucial in helping clients identify their migration needs, drafting technical specifications, and providing support throughout the migration process.
Qualifications:
- Completed Grade 12
- Relevant accounting qualification (Certificate, Diploma, or Degree)
- Prior experience in a financial, accounting, or bookkeeping role
- Familiarity with financial software such as Pastel or QuickBooks
- Fluency in both written and spoken language
- Proficient in Microsoft Excel
- Able to thrive in a dynamic work environment
- Strong communication skills
- Excellent organizational abilities
- Outgoing and personable demeanor
Key Responsibilities:
- Resolve customer inquiries through various communication channels, including phone, email, and virtual meetings.
- Facilitate the migration of client data from legacy financial systems to our platform.
- Develop and maintain client relationships while addressing their concerns.
- Update and refine training documentation for system users.
- Conduct training sessions via video conferencing to ensure users possess the necessary knowledge of the system at all levels.
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