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Quickbooks Onboarding Specialist
Housecall Pro Denver, CO
$65k-81k (estimate)
Full Time 1 Month Ago
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Housecall Pro is Hiring a Remote Quickbooks Onboarding Specialist

Why Housecall Pro?

Help us build solutions that build better lives. At Housecall Pro, we show up to work every day to make a difference for real people: the home service professionals that support America's 100 million homes.

We're all about the Pro, and dedicate our days to helping them streamline operations, scale their businesses, and—ultimately—save time so they can be with their families and live well. We care deeply about our customers and foster a culture where our company, employees, and Pros grow and succeed together. Leadership is as focused on growing team members' careers as they expect their teams to be on creating solutions for Pros.

We also offer:

  • 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

The role: Specialist, Data Operations (Quickbooks Onboarding specialist)

When our customers choose Housecall Pro to run their business, a critical piece of their transition is tied to moving over historical customer data. This includes data stored in Quickbooks, other software and spreadsheets. The Data Specialists role is to understand the current state of their data, identify potential issues and assist in formatting and preparing data to be transferred into Housecall Pro. This process allows us to work alongside the pro to develop a plan of action, set proper expectations and eliminate long term data issues.

What you'll be doing:

  • Analyze source and quality of data, identify potential issues and develop custom action plan
  • Ability to coach best practices with HCP's Quickbooks Desktop and Quickbooks Online integration
  • Communicate consistent trends and opportunities to our product/engineering team for future improvements
  • Create and maintain Quickbooks help content
  • Ability to effectively communicate client information, trends and feedback cross-functionally
  • Innovate on current processes and proactively seek ways to improve the Pro experience

Qualifications:

  • Bachelor's degree preferred
  • 2-4 years of full-time customer success, implementation, engineering or data implementation experience
  • Quickbooks Online and Desktop experience required
  • Demonstrated experience exceeding customer success or sales metrics
  • Proven success working with cross-functional teams and building strong relationships internally and externally
  • Excellent written/verbal communication skills
  • Strong problem-solving skills
  • Motivation, drive, and a self-starting attitude
  • Ability to work in a fast-paced, team environment
  • Experience in developing relationships with new customers and serving as a consultant

Founded in 2013, Housecall Pro helps home service professionals (Pros) streamline every aspect of their business. With easy-to-use tools for scheduling, dispatching, payments, and more, Housecall Pro enables Pros to save time, grow profitably, and provide best-in-class service.

Housecall Pro's brand portfolio includes BuildBook, construction management software for builders and remodelers, and CONQUER, a business coaching solution for home services businesses. Our brands are united by a singular mission to champion our Pros to success.

We support more than 25,000 businesses and have over 1,000 ambitious, mission-driven, genuinely fun-loving employees across the United States and all over the world. If you want to do work that impacts real people, supported by a team that will invest in you every step of the way, we'd love to hear from you.

Housecall Pro celebrates diversity and we are committed to creating an inclusive environment. We are an equal opportunity employer and do not discriminate on the basis of gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law.

Location Dependent information

This role is open to candidates and the expected compensation range for this role is $25.35- $27.86/hour (hourly bonus). The specific hourly rate for the successful candidate will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location. This role is also eligible to participate in Housecall Pro's the following benefits: health care insurance (medical, dental, vision, disability), employee assistance program, 401(K), flexible time off, paid parental leave, tech reimbursement, and other company benefits. Housecall Pro is growing fast and we're scaling our team to help enable and accelerate our growth.

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Job Summary

JOB TYPE

Full Time

SALARY

$65k-81k (estimate)

POST DATE

03/19/2024

EXPIRATION DATE

05/18/2024

WEBSITE

housecallpro.com

HEADQUARTERS

San Diego, CA

SIZE

200 - 500

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