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If you have a passion for driving business results by creating great customer experiences and solutions, then we would love the opportunity to speak to you!

We are an industry leader business, offering competitive pay plus incentives, with top notch valued employees, and a great work environment.

Scheduling Institute, Inc. is a premier provider of customer service/experience training with a unique and specific focus on training private practice owners and employees. Clients often see a 20% to 60%+ increase in practice growth through our coaching programs.


Ability and desire to travel domestically and abroad 95% of the time
Degree in Accountancy
Preferred CPA or equivalent experience
2 years experience working in Quickbooks Desktop and Online
2 years Public Accounting experience
Excellent presentation skills
During the training you must be able to coordinate, develop, implement and deliver effectively
Create and deliver effective ways to test employees throughout training to ensure they are learning the concepts
Degree in related field or equivalent experience
Strong computer skills and previous experience with Apple products and Microsoft Office programs (Word, Excel, PowerPoint) is a must
Proven track record of being punctual and reliable
Bilingual a plus

Skills and Abilities

Prepares asset, liability, and capital account entries by compiling and analyzing account information
Document financial transactions by entering transaction information
Recommends financial actions by analyzing accounting options
Summarizes current financial status by collecting information; preparing balance sheet, profit and loss sheet and other reports
Must be able to think on your feet, troubleshoot and address objections and be a creative problem solver
Must be comfortable and confident dealing with clients at all levels of the organization from entry-level employees to CEO’s
Ability to set goals and create a plan to achieve them
High integrity
Make recommendations to the practice owner/doctor about their next steps with Scheduling Institute that will continue to grow their business
Complete all required pre-training duties as well as post training measurements and assessments
Based on each training course, continuously evaluate training materials and curriculum and work closely with your team leader and other trainers to continue improving and developing needed materials
Superior verbal and written communication skills
Strong employee motivation and development skills
Must be able to work independently and as a member of a team
Ability to effectively deal with ambiguity and frequent changes
Excellent follow-up and follow-through skills; complete assignments in a timely manner
Must be driven to provide an outstanding customer experience


Base salary plus performance based incentives

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