Accounting Coach

The Accounting Coach at Wave collaborates with small business owners through Wave Advisor Coaching Services, guiding them in effectively utilizing Wave's Accounting and other featured products. This role involves acting as a mentor, empowering entrepreneurs with the knowledge and confidence to manage their businesses seamlessly on Wave, covering accounting principles and software functionalities. The coach will navigate diverse client portfolios, prioritize needs, and provide timely support via calls and email, ensuring clients understand accounting concepts and software usage.

Must Have

• Communicate and partner with Small Business Entrepreneurs through Wave Advisor Coaching Services.
• Efficiently navigate a diverse portfolio of clients, prioritizing their most pressing needs.
• Seamlessly transition between scheduled calls and email support.
• Respond to client questions by email in a timely manner, prioritizing by urgency.
• Distill and understand business owner’s pain points and support with troubleshooting and problem-solving.
• Coach and explain accounting concepts in lay terms.
• Be flexible and adjust to each client's unique needs.
• Ensure time is used wisely during Coaching Calls, addressing highest priority issues.
• Follow up on issues by conducting self-research, testing answers, and connecting with internal teams.
• Provide clearly communicated post-call email support.
• Follow all HubSpot processes for managing coaching clients and recognizing revenue.
• Complete post-secondary education in Finance, Accounting, or Business.
• Possess 0-2 years of general working experience.
• Have previous experience in cloud accounting.
• Able to prioritize multiple tasks and balance client needs.
• Be an active listener, customer-focused, and capable of building rapport.
• Be confident with software tools and willing to learn new software.
• Demonstrate ability to take initiative and work towards outstanding results.
• Possess a positive attitude and a desire to grow and excel.

Good to Have

• Previous working experience with small businesses

Perks & Benefits

• Work in an environment buzzing with creative energy and inspiration.
• Have what you need to be successful and connected, regardless of location or work style.
• Opportunity to be bold, learn quickly, and share knowledge generously.
• Inclusive and accessible candidate experience with accommodations available upon request.

At Wave, we help small businesses to thrive so the heart of our communities beats stronger. We work in an environment buzzing with creative energy and inspiration. No matter where you are or how you get the job done, you have what you need to be successful and connected. The mark of true success at Wave is the ability to be bold, learn quickly and share your knowledge generously.

The Accounting Coach collaborates with business owners via Wave Advisors, guiding them in effectively utilizing Wave's Accounting and other featured products. Acting as a mentor, they empower entrepreneurs with the knowledge and confidence to manage their businesses seamlessly on Wave, covering accounting principles and software functionalities.

Here’s How You Make an Impact:

• Communicating and partnering with Small Business Entrepreneurs (clients) through Wave Advisor Coaching Services.
• Efficiently navigating a diverse portfolio of clients, prioritizing their most pressing needs.
• Seamlessly transitioning between scheduled calls and email support, ensuring a fluid and effective management approach.
• Responding to client questions by email in a timely manner. Prioritizing responses by urgency.
• Distilling and understanding a business owner’s pain points in a timely manner and supporting them with troubleshooting and problem-solving as needed.
• Coaching and explaining accounting concepts in lay terms to support clients' understanding.
• Excluding customer success skills, being flexible and adjusting to each client's unique needs.
• Ensuring time is used wisely during Coaching Calls, addressing business owner’s highest priority issues, while also being able to wrap up a call at the best stopping point.
• Following up on issues or business owners' needs. By conducting self-research, testing answers in Wave’s software, connecting with internal teams and/or gaining team feedback. Responding to post-calls in a timely manner.
• Providing clearly communicated post-call email support with an openness to continued partnership working together.
• Following all HubSpot processes to help the team as a whole manage all coaching clients and recognize revenue

You Thrive Here By Possessing the Following:

• Completion of post-secondary education in Finance, Accounting, or Business.
• 0-2 Years of general working experience
• Previous experience in cloud accounting.
• Able to prioritize multiple tasks when needed to complete work that needs to be done at the end of each day. Ability to balance the needs of each of your clients and help them be successful.
• Able to explain accounting concepts in lay terms.
• Active listener with the ability to be customer-focused and capable of building quick and earnest rapport with prospective clients.
• Confident with software tools and willing to learn and use new software effectively that will support the coaching services and internal processes.
• Demonstrated ability to take initiative and work towards outstanding results. Possesses a positive attitude and a desire to grow and excel in everything you do.
• Previous working experience with small businesses is a plus.

At Wave, we value diversity of perspective. Your unique experience enriches our organization. We welcome applicants from all backgrounds. Let’s talk about how you can thrive here!

Wave is committed to providing an inclusive and accessible candidate experience. If you require accommodations during the recruitment process, please let us know by emailing careers@waveapps.com. We will work with you to meet your needs.

This advertised posting is a current vacancy.