Software Solutions Specialist

Summary

Join Bookkeeper360, a leading financial technology solution provider, as a Software Solution Specialist and contribute to the success of our clients. This role involves collaborating with clients and internal teams to define product vision, recommend and support tech stack implementations, and develop workflows to improve efficiencies. You will also document help articles, create tech stack blueprints for specific industries, and train staff on our BK360 tech stacks. This position requires a strong understanding of cloud accounting software, a passion for helping small businesses, and excellent communication and analytical skills. Bookkeeper360 offers a competitive salary, comprehensive benefits, unlimited PTO after the first year, and a collaborative 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, is important to our success. If you are proficient in Quickbooks Online, Xero, Shopify, Bill.com, Gusto, A2X, and Zapier, 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 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.com
• A2X
• Dear Systems
• Shopify
• Stripe
• Zapier
• 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, vision, and 401K with employer match
• Paid parental leave and job security for all new parents (Moms, Dads, Adoptive, Foster)
• Fully remote workplace
• Unlimited PTO after the first year
• 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