Software Solution Specialist - Remote

Overview

The Software Solution Specialist at Bookkeeper360 plays a crucial role in managing client success by evaluating and recommending software solutions to streamline business operations.

In Short

• Collaborate with clients and teams to define product vision.
• Support tech stack implementations and document help articles.
• Develop standard tech stack blueprints for various industries.
• Improve client engagement efficiencies using tools like Zapier.
• Conduct business process assessments for efficiency recommendations.
• Train staff on tech stacks and establish best practices.
• Document SOPs in the internal resource center.
• Serve as a Subject Matter Expert to assist sales.
• Assist onboarding and client services as needed.
• Promote a culture of accountability and innovation.

Requirements

• Driven, accountable, and team-oriented mindset.
• Strong computer skills and understanding of APIs.
• Proficiency in Quickbooks Online, Xero, and other apps.
• Excellent analytical and interpersonal skills.
• Experience in cloud accounting industry preferred.
• Ability to multitask in a remote environment.
• Passion for helping small businesses.
• Experience with Google Suite.
• Coaching mentality and eagerness to learn.
• Ability to identify and solve hidden blockers.

Benefits

• Competitive salary with performance bonuses.
• Comprehensive benefits package including medical and 401K.
• Paid parental leave and job security for new parents.
• Fully remote workplace with unlimited PTO after the first year.
• Company-paid holidays and virtual team-building activities.
• Collaborative work environment with career advancement opportunities.
• Commitment to diversity and an inclusive workplace.