Accounting Software Solutions Specialist

Summary

Join Bookkeeper360's Technology Advisory team as a Software Solutions Specialist and play an integral role in client success. This position focuses on understanding the company's app ecosystem (Xero, QBO, Gusto, etc.) to evaluate customer operations, recommend solutions, and streamline efficiencies. You will collaborate with clients and internal teams, document support articles, develop tech stack blueprints, create workflows, conduct business process assessments, and train staff. The role also involves managing third-party integrations, establishing best practices, providing input on sales quotes, and assisting other departments as needed. Success requires a driven, accountable, and team-oriented mindset, along with strong technical skills and a passion for helping small businesses. Bookkeeper360 offers a competitive salary, comprehensive benefits, unlimited PTO, and a fully remote work environment.

Requirements

• Must be Driven, Accountable, Humble, and Team-Oriented
• A drive to do better and be better: You’re not satisfied with “good enough”; something that needs fixing isn’t just someone else’s job. You love to be innovative, bring new ideas to the table, and drive improvement; within your team and across the organization
• A people-oriented mindset: You understand that people are everything. You’re collaborative, optimistic, and you listen to understand, remaining kind, humble, and empathetic in all interactions
• ����Everyday we’re hustling🎶: You are highly motivated, determined to succeed, and comfortable with change and ambiguity. You have a humble, team-player attitude and are ready and willing to help out wherever you are needed most
• A thirst for knowledge: This role is as challenging as it is rewarding. You’re excited to take on new challenges and have a passion for learning new concepts
• A “tech guru”: As a fully remote company, strong computer skills, as well as an understanding of how data and APIs work, are important to our success. If you are proficient in QuickBooks Online, Xero, Shopify, BILL, Gusto, A2X, and you enjoy learning how to use new software and tools, you’ll fit right in

Responsibilities

• Collaborate with clients and the BK360 Delivery team to define and clarify product vision
• Support delivery by recommending and supporting tech stack implementations
• Document help articles for the client support page: https://support.bookkeeper360.com
• Develop BK360 standard tech stack blueprint for specific industries like eCom, construction, professional services, etc
• Develop workflows to improve efficiencies on client engagements with tools like Zapier and Integromat
• Conduct business process assessments to advise on the most efficient platforms/processes to carry out
• Train and support staff on our BK360 tech stacks
• Establish best practices around the software solution process, including upskilling client teams
• Manage third-party technology integrations and best practices
• Document SOPs and best practices in Bookkeeper360's internal resource center for accounting and integrations
• Provide input, influence decisions, and implement creative solutions
• Serve as a Subject Matter Expert (SME) to assist sales in the quoting process
• Assist the Onboarding and Client Services departments on an as-needed basis in busy times

Preferred Qualifications

• A passion for helping small businesses
• Experience in the cloud accounting industry
• Coaching mentality
• Hawk-like vision to identify hidden blockers
• Eagerness to break down ideas into their simplest form
• Excellent analytical, communication (written and verbal), and interpersonal skills
• Experience using Google Suite (Docs, Sheets)
• Experience and/or certifications in the following apps
• Xero
• QuickBooks Online
• Gusto
• BILL
• A2X
• Shopify
• Stripe
• Ramp
• Rippling
• Brex
• Dext Prepare
• Buildertrend
• Expensify
• SaaSant
• Scribe
• Regularly exploring new apps, tools, and processes
• Ability to successfully multitask while working independently, in a remote work environment, and within a group environment

Benefits

• Competitive salary + performance bonus
• Comprehensive benefits package including medical, dental, and vision
• 401(k) with employer match after the first year
• Unlimited PTO after the first year
• Paid parental leave and job security for all new parents (Moms, Dads, Adoptive, Foster)
• Fully remote workplace
• Company-paid holidays
• Virtual team-building activities and other company-wide events
• Collaborative team-based work environment
• Career path and advancement opportunities - company policy of promoting from within