Financial Consultant


A leading property management and accounting software company is seeking a professional individual to join our team as a Customer Training Consultant. The ideal candidate will work as a member of a team to provide software training and operational advice to clients. We develop and support our own products which include windows-based applications, web-based and iOS products.

Key Responsibilities:
• Create and implement onsite training documentation
• Relationship builder and train our current and future customers
• Promote features and benefits of software modules and how to apply to everyday processes
• Self-starter, research questions using available information sources
• Travel required
• Identify problems and redirect as needed
• Identify situations requiring urgent attention
• Stay current with system information, changes and updates
• Quality assurance

Education and Experience
• Bachelor’s degree in accounting or higher.
• Working knowledge of fundamental operations of relevant software, hardware, mobile equipment and online applications
• Spanish speaking a plus

Core Competencies
• Organized, self-motivated and professional
• Effective oral and written communication skills
• Knowledge of Windows-based software
• Good problem solving skills
• Good personality, able to work with a diverse audience
• Planning and organizing
• Good reporting and recording skills

Competitive benefits include:
401k(50% match up to 10%)
HSA (up to $120 company match per month)
Health - 60% paid by employer
Dental - 100%
Long Term Disability - 100% Company Paid
Life Insurance - $50,000 life policy company paid
Life Insurance - additional life insurance can be purchased.
Vision - Employee Paid

Vacation and Sick
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