Bank Marketing jobs

Position Overview

We are seeking an Accountant or Bookkeeper with strong customer service skills and a passion for customer satisfaction to join our growing team. You will support QuickBooks Desktop to QuickBooks Online (QBD-to-QBO) migrations, help clients transition smoothly, and ensure exceptional customer experience at every stage. Your accounting expertise is critical - QBO knowledge can be trained. Your commitment to customer satisfaction and willingness to learn are key.

Key Responsibilities

Data Validation & Migration Support

• Review and validate accounting data before and after migrations
• Identify data discrepancies using accounting knowledge and QB software
• Support the migration technical team by providing accounting perspective

Customer Walkthroughs & Training (Primary Focus)

• Conduct client walkthroughs of QBO features post-migration
• Explain accounting functions in QBO in clear, non-technical language
• Answer client questions about accounting, chart of accounts, and QBO features
• Proactively reach out to clients to ensure smooth transition and satisfaction

Customer Satisfaction & Relationship Management

• Make client satisfaction the top priority in every interaction
• Respond promptly and professionally to all client inquiries
• Follow up post-migration to address concerns and gather feedback
• Build strong relationships and identify ways to enhance client experience

Learning & Development

• Quickly learn QuickBooks Online features and best practices
• Stay current with QB updates and changes
• Explore AI tools (Claude, ChatGPT) to improve productivity and customer communication

Documentation & Process Support

• Maintain accurate records of client interactions and migration outcomes
• Contribute to training materials and documentation improvements

Required Skills & Qualifications

Accounting & Financial Knowledge

• Strong accounting fundamentals (required) - chart of accounts, double-entry, reconciliation
• Experience in accounting or bookkeeping role
• Understanding of accounting principles and financial concepts

QuickBooks Knowledge

• Basic familiarity with QuickBooks Online OR QuickBooks Desktop (preferred but not required)
• Quick learner - ability to master new software quickly
• Comfortable with Windows and cloud-based applications

Customer Service & Communication

• Fluent in English (written and spoken)
• Excellent customer service orientation - passionate about client satisfaction
• Ability to explain accounting and software concepts clearly to non-technical clients
• Patient, professional, and responsive communication style

Professional Qualities

• Detail-oriented and organized
• Reliable and professional demeanor
• Eager to learn and grow in role
• Problem-solver with practical mindset

AI & Technology Interest

• Interested in exploring AI tools (Claude, ChatGPT) to enhance work
• Open to learning new technologies and processes

Preferred Qualifications

• QuickBooks Online or Desktop experience (1+ years)
• Experience working directly with clients or customers
• Background in bookkeeping, accounting, or accounting support
• ProAdvisor certification or willingness to pursue it
• Familiar with accounting software beyond QB

What We Offer

• Competitive compensation
• Flexible work arrangements
• Comprehensive QB and accounting software training
• Opportunity to grow your accounting and technology skills
• Work with a supportive, growing team
• Professional development and continuing education support

Pay: ₹25,000.00 - ₹50,000.00 per month

Benefits:

• Work from home

Experience:

• QuickBooks Online: 1 year (Required)
• QuickBooks Desktop: 1 year (Required)
• QuickBooks: 1 year (Required)
• International Accounting: 1 year (Required)
• Bookkeeping: 1 year (Required)
• Bank reconciliation: 1 year (Required)

Work Location: Remote