Data Operations Specialist

Summary

Join Housecall Pro as a Specialist, Data Operations, and play a crucial role in ensuring seamless QuickBooks integration for our home service professional customers. You will guide customers through setup, troubleshoot integration issues, and provide ongoing support. Your expertise in QuickBooks and strong customer-facing skills will be essential. This role involves analyzing data, identifying issues, developing action plans, and collaborating with product and engineering teams. You will also document troubleshooting steps and innovate on current processes to enhance the customer experience. Housecall Pro offers a generous benefits package and a supportive work environment.

Requirements

• 1-3+ years of full-time customer success, implementation, engineering or data implementation experience
• Experience using QuickBooks (Online and/or Desktop) in a professional capacity
• Bachelor's degree or equivalent experience in a related field
• Customer-facing experience in a technical support, onboarding, or training role

Responsibilities

• Guide Pros through Quickbooks integration setup processes
• Provide ongoing support to Pros on Quickbooks integration
• Coach best practices with Quickbooks Desktop and Quickbooks Online integrations
• Analyze source and quality of data, identify potential issues, and develop custom action plan
• Assist Pros with data validation, mapping, and synchronization between systems
• Communicate consistent trends and opportunities to our product and engineering teams for future improvements
• Document common troubleshooting steps and best practices to enhance customer self-service resources
• Innovation on current processes and proactively seek ways to improve the Pro experience

Preferred Qualifications

• A deep understanding of accounting principles and data reconciliation
• Excellent written/verbal communication skills
• Strong problem-solving skills
• Ability to work in a fast-paced, team environment

Benefits

• Health care insurance (medical, dental, vision, disability)
• Employee assistance program
• 401(K)
• Flexible time off
• Paid parental leave
• Tech reimbursement
• Other company benefits