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Property Management Accounting Services - Customer Success Associate - Jobs in Calgary, Alberta

Job LocationCalgary, Alberta
EducationNot Mentioned
SalaryNot Mentioned
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypeFull time

Job Description

Job DescriptionAs the Property Management Accounting Services - Customer Success Associate, you will serve as a key point of contact for clients, offering guidance and expertise during their onboarding and throughout their journey with Propra. Leveraging your accounting and financial knowledge, you will help customers successfully onboard and maximize the value of Propra—particularly its accounting and financial tools. Your role will focus on driving product adoption, ensuring customer satisfaction, and delivering ongoing value through proactive support and strategic insights.This role offers a unique opportunity to expand your career beyond traditional bookkeeping/accounting and shift towards consultation, with exposure to automation and AI that will shape the future of accounting and property management processes.What you #39;ll be doing:

  • Handle the day-to-day operations of the managed bookkeeping services, ensuring accuracy in all accounting tasks such as accounts payable, receivable, and reconciliations.
  • Provide exceptional customer support by addressing inquiries related to bookkeeping services, ensuring a positive client experience.
  • Maintain accurate records of financial transactions and ensure all reports meet compliance and regulatory standards.
  • Collaborate with the product and development teams sharing feedback and helping to identify areas for further automation and development of AI tools that enhance the bookkeeping process.
  • Troubleshoot and resolve discrepancies or issues in customer accounts, ensuring timely solutions that align with best practices.
  • Assist with the onboarding of new clients to the managed bookkeeping service, ensuring a smooth and positive transition.
  • Continuously seek opportunities to optimize processes and improve the efficiency of bookkeeping workflows.

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