Client Enablement Intern jobs in United States
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Supporting Strategies · 1 month ago

Client Enablement Intern

Supporting Strategies is dedicated to providing clarity and peace of mind to clients, allowing them to focus on business growth. As a Client Enablement Intern, you will assist in client onboarding and process optimization while gaining hands-on experience with various accounting tools.

ConsultingFinancial ServicesLegal

Responsibilities

Support new client implementations by helping to configure systems to deliver a highly tech-enabled and tightly integrated accounting experience
Assist with setting up and testing client system access, communicating any gaps or issues to the team
Drive client clean-up projects, with support from the team, to standardize historical financial data
Support the handoff process for clients moving out of implementation, which may include delivering documented processes and briefing the Client Services team to ensure a successful transition
Support ongoing optimization projects to improve internal workflows to enhance service delivery
Automate processes by implementing standardized procedures directly within QuickBooks Online, migrating workflows away from manual spreadsheets
Support the administration and tasks associated with our comprehensive client compliance program
Support client teams in completing state tax registrations, 1099 filings, and other regulatory reporting or filing requirements to ensure clients remain in full compliance

Qualification

QuickBooks OnlineProcess optimizationAccounting knowledgeProject coordinationCuriosityCommunication skillsOrganizational skillsCollaboration skillsProblem-solvingTime management

Required

A curiosity about how things work and a drive to understand the details
An interest in making things better and a knack for solving problems
A positive and proactive attitude—you're eager to help and learn
Comfort with technology and eager to learn new cloud-based tools
Strong organizational and time-management skills to help you juggle different tasks
Good communication and collaboration skills—you enjoy working as part of a team
An alignment of our 6 C's Framework in the execution of their role (Communication, Curiosity, Connection, Community, Consistency, and Collaboration)

Preferred

Currently pursuing a Bachelor's degree in Accounting or Finance

Company

Supporting Strategies

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Supporting Strategies is an accounting company that offers bookkeeping and operational support services to small businesses.

Funding

Current Stage
Growth Stage

Leadership Team

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Leslie Jorgensen
Founder & CEO
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AJ Dellicicchi
Vice President, Development & Technology
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Company data provided by crunchbase