Job Description
Role
This person MUST have full-cycle accountant experience within Canada. FinTech a plus. This person will be responsible for the migration of Accountant clients onto QuickBooks Online (QBO). They will be required to troubleshoot complex issues impacting the migration and customer experience, work to resolve all escalated technical issues, and verify customer satisfaction with the resolution. This role will be both internal and external customer facing, and will also help run experiments and projects that provide insights and learnings on customers’ behavior to continuously improve customer experience E2E.
Responsibilities
Managing the seamless onboarding of Partner Accountant new and existing clients onto QBO delivering an experience so profound that customers love using our products and services and actively recommend them to others
Supporting the Sales Team by providing consultative support to the Partner Accountants
Validate Salesforce account order and BDM submission
Liaison between internal sales team and external customer
Create onboarding plan and communicate to relevant stakeholders and execute to timelines
Manage complex migrations and communicate internally & externally of progress against target
Work across multiple internal and external customers and raise any issues immediately
Set up after sales appointments for Sales Team if required
Communicate and introduce the Partner Accountant and/or clients to the Care Team for future support
Report on compliance of internal sales team and adherence to process
Assume ‘post sale’ responsibility for account set up and confirmation of units sold
Identification of sales or growth opportunities and communication to Leadership team
Develop proficiency and knowledge of Intuit’s products and solutions with the ability to clearly communicate appropriate recommendations to address customer needs
Collaborate closely with other team members and a set of cross-functional business unit colleagues to drive result
Be creative in time management to prioritize workload and suggest developments to process to streamline after sales support
Deliver a high level of service to our customers, showing we care about them
Learn and utilizes specific software tools and problem solving strategies to solve for customer issues, develops and prioritizes recommendations for product and process improvements
Apply systems and process thinking to design solutions to identified customer problems / opportunities
Qualifications
Strong problem-solving and analytical orientation with the ability to identify root cause of issues, develop recommendations and influence others
Demonstrated technical aptitude and skills
Strong business and financial acumen
Demonstrated project management skills for planning/driving tasks across organizations while keeping initiatives on track to achieve desired outcomes
Excellent written and verbal communication skills; ability to communicate technical and other findings across organizational levels
Customer-focused, with a passion for delivering the best possible customer experience
Commitment to operational excellence and ongoing personal growth
Results oriented, while respecting people and maintaining integrity without compromise
Ability to manage multiple priorities within a fast paced environment
Degree or equivalent relevant experience a plus
Accounting knowledge or experience required
REQUIRED
MUST have experience as a full-cycle accountant in Canada
Hybrid Role with 3 days in Toronto office
Job Type: Full-time
Pay: $65,000.00-$75,000.00 per year
Benefits:
Extended health care
Paid time off
Work from home
Application question(s):
Within your experience as a full-cycle accountant, how many of those years have you been working in Canada?
Experience:
full-cycle accountant: 5 years (required)
Work Location: Hybrid remote in Toronto, ON
This person MUST have full-cycle accountant experience within Canada. FinTech a plus. This person will be responsible for the migration of Accountant clients onto QuickBooks Online (QBO). They will be required to troubleshoot complex issues impacting the migration and customer experience, work to resolve all escalated technical issues, and verify customer satisfaction with the resolution. This role will be both internal and external customer facing, and will also help run experiments and projects that provide insights and learnings on customers’ behavior to continuously improve customer experience E2E.
Responsibilities
Managing the seamless onboarding of Partner Accountant new and existing clients onto QBO delivering an experience so profound that customers love using our products and services and actively recommend them to others
Supporting the Sales Team by providing consultative support to the Partner Accountants
Validate Salesforce account order and BDM submission
Liaison between internal sales team and external customer
Create onboarding plan and communicate to relevant stakeholders and execute to timelines
Manage complex migrations and communicate internally & externally of progress against target
Work across multiple internal and external customers and raise any issues immediately
Set up after sales appointments for Sales Team if required
Communicate and introduce the Partner Accountant and/or clients to the Care Team for future support
Report on compliance of internal sales team and adherence to process
Assume ‘post sale’ responsibility for account set up and confirmation of units sold
Identification of sales or growth opportunities and communication to Leadership team
Develop proficiency and knowledge of Intuit’s products and solutions with the ability to clearly communicate appropriate recommendations to address customer needs
Collaborate closely with other team members and a set of cross-functional business unit colleagues to drive result
Be creative in time management to prioritize workload and suggest developments to process to streamline after sales support
Deliver a high level of service to our customers, showing we care about them
Learn and utilizes specific software tools and problem solving strategies to solve for customer issues, develops and prioritizes recommendations for product and process improvements
Apply systems and process thinking to design solutions to identified customer problems / opportunities
Qualifications
Strong problem-solving and analytical orientation with the ability to identify root cause of issues, develop recommendations and influence others
Demonstrated technical aptitude and skills
Strong business and financial acumen
Demonstrated project management skills for planning/driving tasks across organizations while keeping initiatives on track to achieve desired outcomes
Excellent written and verbal communication skills; ability to communicate technical and other findings across organizational levels
Customer-focused, with a passion for delivering the best possible customer experience
Commitment to operational excellence and ongoing personal growth
Results oriented, while respecting people and maintaining integrity without compromise
Ability to manage multiple priorities within a fast paced environment
Degree or equivalent relevant experience a plus
Accounting knowledge or experience required
REQUIRED
MUST have experience as a full-cycle accountant in Canada
Hybrid Role with 3 days in Toronto office
Job Type: Full-time
Pay: $65,000.00-$75,000.00 per year
Benefits:
Extended health care
Paid time off
Work from home
Application question(s):
Within your experience as a full-cycle accountant, how many of those years have you been working in Canada?
Experience:
full-cycle accountant: 5 years (required)
Work Location: Hybrid remote in Toronto, ON
💡 Quick Summary
Seeking a career-building opportunity? The Full Cycle Accountant position is now open for candidates interested in the Customer Care sector. This role in Toronto offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Customer Care is a plus.