Financial Solutions Consultant

Mommy Jobs Online
Published
September 27, 2021
Location
Virtual, KS
Job Type
Job ID
mommyjobsonline
Job Industry
Customer Service
Skills
Must meet all job description requirements.
Education
Bachelors
Education Requirements
Not Specified
Salary
$15.00-$25.00
Pay Type
Hour
Street Address
Virtual

Description

Mommy Jobs Online (https://mommyjobsonline.com) is now in a need for a Financial Solutions Consultant to work virtually in the US. Only. Must be a U.S. citizen.

JOB TYPE: Full-time

PRIMARY DUTIES:

  • Manage multiple customer assignments simultaneously.
  • Accurately set customer expectations for requirements and expected delivery dates.
  • Lead client through the implementation process ensuring a positive on-boarding experience.
  • Perform system setup and configuration ensuring accuracy and consistency.
  • Conduct review with customer prior to release to confirm acceptance of data and configuration.
  • Manage defect or problem resolution and provide client with accurate and timely updates.
  • Communicate the status of assignments and any obstacles encountered that may hinder the achievement of designated goals or client commitments.
  • Ensure appropriate hand-offs and communication with other service teams.
  • Ensure that the client needs are understood and translated properly to achieve desired results.
  • Manage billable hours for each client and ensure timely submission.
  • Track project deployments and expenses accurately and timely to ensure proper client billing.
  • Resolve internal and external escalations promptly and professionally.
  • Collaborate effectively with other professionals in the Success, Product and Development organizations.
  • Assist with the creation and maintenance of implementation related documents, check lists and procedures.
  • Contribute innovative ideas to improve product, simplify processes and deliver services.
  • Facilitate meetings, develop, and deliver presentations to clients and project teams.
  • Expand personal development and expertise through continued education and industry experience.
  • Minimize costs to clients by scheduling travel timely in accordance with RealPage travel policies.

PAYMENT: $15.00-$25.00 per hour

TO BECOME AN AGENT:

Apply at https://mommyjobsonline.com and click on Join Now and select the Customer Service Remote Job Bank Registry to get connected to our remote customer service job positions.

Please reference agent ID code MJOLTanyaPhilip when you register online.

Mommy Jobs Online is accepting pre-screening interviews, so please call 1 (405) 418-6160 and ask for Kimberly.

Jobseeker Live Chat:

https://tawk.to/chat/5bd13d86476c2f239ff5dd42/default

Job Requirements

JOB REQUIREMENTS: Computer, Internet, and a home office set-up.

Qualifications

QUALIFICATIONS

• Bachelor’s degree or equivalent experience in an Accounting or Finance related position.

• Prior experience in a consultative position with proven success required.

• Advanced understanding of corporate and property accounting.

• Advanced understanding of financial reporting requirements.

• Excellent analytical abilities to grasp the key points from complicated details and interpret client needs.

• Advanced knowledge of Microsoft Office products.

• Must be able to effectively communicate with internal and external executive-level customers.

• Strong critical thinking to analyze the pros and cons of solving a problem in a certain way.

• Outstanding verbal and written communication skills; excellent
presentation skills.

• Flexible, detailed, and able to successfully accept and adapt to change.

• Must be able to multi-task, work in high paced and deadline driven environment.

• Provide superior customer service to all internal and external customers.

• Must have the ability to work with many different personalities.

• A results-oriented individual who thrives working in a fast-paced environment.

• Understand the meaning and implications of key financial indicators.

• Ability to work extended hours as needed to ensure deliverables are met.

PREFERRED:

• Position requires 5-7 years of experience in the use of accounting or commercial SaaS products.

• CPA

• Bilingual fluency in Spanish.

• Strong understanding of GAAP taxes and multicurrency accounting.

• Executive relationship management experience.

• Familiarity with RealPage® products and Salesforce a plus!

Apply
Get connected to pre-screened employers ready to hire you to work-at-home today! Visit us here: https://www.mommyjobsonline.com/join-now.html and select the work-at-home job bank portal of your choice based on your background skills to find work quicker.

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