Customer Project Specialist I

Added
2 hours ago
Type
Full time
Salary
Salary not provided

Related skills

crm billing customer onboarding project management excel

๐Ÿ“‹ Description

  • Collaborate with customers, Sales, onboarding, and CSM to plan onboarding.
  • Manage customer projects using tracking tools to ensure timely delivery.
  • Support onboarding and project execution for M3 accounting customers.
  • Coordinate with internal teams to establish schedules and deliverables.

๐ŸŽฏ Requirements

  • 1-3 years of related experience preferred.
  • At least 2 years in bookkeeping or accounting.
  • Associateโ€™s degree in accounting or finance, or equivalent.
  • Knowledge of accounting principles.
  • Strong Excel skills; excellent verbal and written communication.

๐ŸŽ Benefits

  • On-the-job training and ongoing education.
  • Exposure to multiple platforms and tools.
  • Collaborative team environment.
  • Growth opportunities in hospitality software.
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