Data Operations Specialist (QuickBooks)
About The Position
As a Specialist, Data Operations, you play a crucial role in ensuring seamless integration and functionality of QuickBooks within Housecall Pro. You will guide customers through setup, troubleshoot integration issues, and provide ongoing support to improve their experience. Your expertise in QuickBooks and strong customer-facing skills will help drive operational efficiency and user satisfaction. Our team is patient, empathetic, hard working, and above all else focused on improving the lives of our service professionals (our Pros). Our success is their success.
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
Nice To Haves
- 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
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
Benefits
- A generous benefits program that supports the whole you with medical, dental, vision, life, disability, and 401(k)
- Paid holidays and flexible, take-it-as-you-need-it paid time off
- Monthly tech reimbursements
- A culture built on innovation that values big ideas, no matter where they come from
- health care insurance (medical, dental, vision, disability)
- employee assistance program
- 401(K)
- flexible time off
- paid parental leave
- tech reimbursement
- other company benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Industry
Publishing Industries
Number of Employees
1,001-5,000 employees
