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Client Onboarding Specialist - Accounting

Inhabit
Chandler, AZ
Description

About Inhabit

Inhabit operates a unique collective of PropTech products serving the residential and short-term rental industries. Our industry leading ecosystems bring strategic value to deliver transformative software solutions and services to the industries we serve. As a strategic SaaS provider, we believe that property and short-term rental management companies should have the opportunity to choose the platforms that best support their business goals and that they should be able to benefit from the innovative offerings across our ecosystems. To learn more, visit

About Streamline Vacation Rental Software

We are the industry leader in vacation rental software. In 2020, we had our best year to date, and we are excited to continue that growth in 2021 and so on. Our clients use our cutting-edge technology and modern solutions to manage their entire property management operations: online bookings, maintenance, housekeeping accounting, etc. If you’re interested in joining a team working to build a unique, world-class software with a relentless focus on the customer, you’ve come to the right place.

Job Description

As a Client Onboarding Specialist - Accounting, you will be responsible for coaching new clients during their onboarding to correctly set up of their taxes, fees, trust accounting information and coach them on how to use their Streamline system effectively to stay in Trust. You will also be responsible for conducting research, performing routine calculations, general ledger reviews to identify discrepancies and opportunities and communicate these accordingly. We are looking for a highly motivated, polished, well organized self-starter with an engaging personality who thrives in a fast-paced environment and can learn and adapt quickly.

Functions And Responsibilities

  • Attend and participate in the onboarding and transition of new clients
  • Train new clients virtually to set up and use all aspects of their accounting via the system
  • Identify misplaced and invalid data and determine a plan for correction
  • Train clients on proper way to complete bank reconciliations
  • Work in the ticketing system to track and respond to requests promptly
  • Build and maintain relationships with clients by providing exceptional customer service
  • Exhibit proven ability to multitask and work under pressure
  • Troubleshoot client issues as they may arise with client accounting set up
  • Write and update accounting related articles on our knowledge base to provide both; internal, and external education & improvement initiatives
  • Analyze and document clients’ questions and concerns; determine when escalations are required and ensure they are sent to appropriate team or manager
  • Proactively work to identify at-risk accounting issues

Qualifications

Minimum Qualifications

  • 2-4 years of experience in accounting/bookkeeping
  • Bachelor’s degree in accounting or comparable accounting experience
  • Experience in the Property Management Industry highly recommended
  • Experience in Excel, Word, Zoom or other video calling tools
  • Knowledge of Trust Accounting or relevant highly recommended
  • Successful experience in delivering excellent customer service
  • Time management and organizational skills
  • Quick learner, detail oriented, and collaborative friendly team player
  • Professionalism and clarity in your verbal and written communication with the ability to teach customers and teammates with enthusiasm
  • Happy, friendly and approachable individual

Type

Full Time, Hybrid

Location

Chandler, AZ (primary). Applicants in the following locations will be considered: Atlanta GA, Mason OH, Dallas TX, Knoxville TN, North Carolina. We have an in-office work style, with most team members working in the office from Monday to Thursday and remotely on Friday.

Benefits Include

  • Competitive Pay
  • Health Insurance: Medical, Dental, Vision and Prescription Plans
  • Health Savings Accounts
  • Flexible Spending Account
  • Dependent Flexible Spending Account
  • Critical Illness
  • Accident
  • Retirement Savings Plan (401K) with discretionary company match
  • Short and Long Term Disability
  • Company Paid $25,000.00 life insurance
  • Supplemental Life and AD&D Insurance
  • Employee Assistance Program
  • Paid Holidays
  • Paid Vacation
  • Paid Volunteer Time
  • Inhabit Employee Discount Programs

Our Company is an Equal Opportunity Employer and complies with all federal, state, and local laws, including providing reasonable accommodations to applicants.

#Inhabithires
Posted 2025-10-14

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