Customer Service Representative

About the Role

We are seeking a proactive and detail-oriented Real Estate Accounting Support Specialist

with a strong accounting background to join our team. This role is not purely technical — it's about supporting clients in setting up, learning, and maximizing software or CRM solutions, while ensuring their accounting or real estate financial processes integrate smoothly.

The ideal candidate has hands-on experience with
QuickBooks or real estate accounting systems
, strong communication skills, and the ability to guide clients confidently through implementation via Zoom calls and virtual sessions.

Key Responsibilities

• Lead client onboarding and software/CRM implementation processes, ensuring smooth setup and alignment with accounting workflows.
• Conduct Zoom-based client training sessions, walkthroughs, and troubleshooting.
• Act as the primary point of contact for implementation support, bridging between technical team...