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Role Description
We are seeking a high-energy Operations & Training Associate to be the face of our monthly QuickBooks Online for NGOs webinars. You will focus on demo delivery, project hygiene, and process documentation, ensuring our leads are nurtured and our internal tasks are up-to-date. This is a “lean” version of the role, perfect for a quick learner who is tech-savvy and ready to grow with a fast-paced business.
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Core Responsibilities (The “Big Three”)1. QBO Demo Delivery (40%)
- Deliver monthly 90-minute QuickBooks Online (QBO) demos to NGO finance professionals.
- Present fund accounting and grant tracking features specifically for non-profit needs.
- Confidently manage live Q&A sessions regarding technical QBO features.
Project Coordination & Lead Hygiene (35%)
- Asana Management: Keep our workspace clean by updating task statuses, archiving completed items, and following up on overdue tasks daily.
- Lead Tracking: Ensure every demo attendee is entered into the CRM and receives a follow-up notification.
- Team Support: Coordinate cross-functional tasks between the CEO and the marketing team.
SOP Documentation & AI Workflow (25%)
- Draft and maintain clear Standard Operating Procedures (SOPs) for client workflows.
- AI-Leverage: Use AI tools to transcribe and draft discovery scripts, proposal templates, and QA checklists from internal recordings.
Minimum Qualifications
- Experience: 1+ years hands-on experience with QuickBooks Online (Must be verifiable).
- Education: CPA Level 3 or equivalent accounting qualification.
- Communication: Excellent virtual presentation skills; comfortable on camera and speaking to professional audiences.
- Quick Learner: Ability to master new software (Zoho, Asana, WATI) and NGO compliance topics (like the PBO Act 2013) rapidly.
- Process Mindset: Basic ability to document “how we do things” clearly and concisely.
- Preferred (Nice-to-Have)
- Knowledge of Kenya’s PBO Act 2013 compliance.
- Familiarity with Zoho CRM or WhatsApp Business (WATI).
Performance-Based Growth
- We value growth and ROI. Performance-based increase consideration: After a 3-month probation or successful delivery of the Q2 demo series, we will consider a 10-15% salary increase. This increase will be tied to excelling in the core roles and successfully taking on additional systems management or quality assurance tasks as the business scales.How to
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How to Apply
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