Software Solution Specialist - Remote

About Bookkeeper360:

Bookkeeper360 is a financial technology solution that helps businesses manage their finances. Our accounting team delivers a comprehensive suite of services, including full-service accounting, payroll, tax, and advisory, along with AI-driven software that provides real-time dashboards and insights. Since 2012, Bookkeeper360 has been the trusted choice for thousands of small business owners. Our commitment to excellence and client success has earned us independent recognition as one of the top online bookkeeping solutions by publications such as NerdWallet, Forbes, and Entrepreneur Magazine.

To learn more about how we got started and the story behind our founder, check out this feature on our CEO.

If that is not awesome enough, here are some other reasons why you should join us:

We have been recognized by Inc. 5000 Fastest Growing Companies and an Inc. 5000 Best Places to Work. Most recently, we have been named in Accounting Today’s 2024 Best Firms to Work For. 🙌

We have earned a 4.8 Google ranking from 1,000+ customers due to our hardworking and dedicated team. 🤗

We were voted best overall Bookkeeping Solution for Small Businesses by NerdWallet for the past three years, Entrepreneur for 2023, and TechRepublic for 2024. 💪

Our firm is in a hyper-growth stage, and we are expanding our team to service our fast-growing client base. 🚀

About the role:

This position works within our Technology Advisory team and is an integrated part of managing our clients’ success. This role strongly focuses on understanding the existing ecosystem of apps we use (Xero, QBO, Gusto, Bill.com, Dear Systems, etc.) to evaluate our customers’ operations and practices and recommend solutions that will streamline efficiencies.

What you'll do as a Software Solution Specialist at Bookkeeper360:

• 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

How to be successful in this role:

• 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

Gets you to the top of the list:

• 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

What you can expect as a Team Member:

• 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

At Bookkeeper360, we are committed to hiring diverse talent of different backgrounds, and as such, it is important to us to provide an inclusive work environment for all. We do not discriminate based on race, gender identity, age, religion, sexual orientation, veteran or disability status, or any other protected class. As an equal-opportunity employer, we encourage and welcome people of all backgrounds to apply.