OnlyExperts is looking for a Contracts Specialist (Paralegal) with accounting experience to join our team. You will play a critical role in ensuring smooth onboarding processes, maintaining high-quality contract management, and providing QuickBooks consulting to our clients.
What You'll Do
- Assist with onboarding new clients, ensuring proper data entry of legal documents like leases and loans.
- Lead or participate in virtual meetings via Zoom with team members and clients to support onboarding.
- Perform software-related tasks during onboarding, including configuring integrations and ensuring data accuracy.
- Conduct thorough reviews of client contracts, identifying discrepancies, ensuring compliance, and mitigating risk.
- Draft and revise contracts to meet company standards and client needs.
- Work closely with legal and sales teams to ensure contracts align with business objectives.
- Assist clients in setting up, managing, and troubleshooting QuickBooks-related issues.
- Provide guidance on effectively using QuickBooks with our company's software.
- Address client queries and assist in resolving technical issues involving QuickBooks integration.
What We're Looking For
- Experience with QuickBooks Desktop or QuickBooks Online is essential.
- Excellent written and verbal communication skills in English.
- Strong customer service skills and 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 with the team to implement solutions.
- Ability to work remotely effectively and maintain communication with internal and external stakeholders.
Nice to Have
- Real estate industry experience—understanding of owning/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.
Technical Stack
- QuickBooks Desktop, QuickBooks Online
- Zoom, Slack, Google Suite, Smartsheet, HubSpot
Work Mode
This is a remote position open to candidates based in Latin America or the Philippines.
We are an equal opportunity employer.
