Job Description
Job Overview
We are seeking an English AND French speaking QuickBook Senior Service Specialist to lead complex customer onboarding initiatives. This role is key to ensuring our customers experience a seamless transition from sale to solution delivery. You will bring deep technical expertise in accounting and/or bookkeeping, as well as QuickBook knowledge. You will have strong project management skills, and bring a customer-centric approach to drive successful implementations and customer adoption and satisfaction.
As a senior member of the team, you will also mentor professional services specialists, contribute to process improvements, and collaborate cross-functionally to align customer needs with product capabilities.
Key Responsibilities
Lead end-to-end QuickBooks implementation for large or complex customer engagements, ensuring timely and successful delivery.
Serve as a trusted advisor to customers, guiding them through technical and operational aspects of onboarding.
Develop and manage project plans, including timelines, resource allocation, and risk mitigation strategies.
Troubleshoot and resolve technical bookkeeping issues, coordinating with Product and SDM teams as needed.
Collaborate with Sales, Product, Service Delivery (migration) and Customer Success teams to ensure alignment and continuity throughout the customer lifecycle.
Continuously evaluate and improve implementation methodologies to enhance efficiency and customer adoption and satisfaction within the QuickBooks platform.
Capture and relay customer feedback to internal teams to inform product development and service enhancements.
Provide mentorship and support to professional services specialists.
Develop, update and maintain implementation playbooks for the team.
Required Qualifications
Accounting or bookkeeping background.
Experience with QuickBooks Online Accountant (QBOA) and QuickBooks Online (QBO / QBO Advanced), Intuit Enterprise Suite (IES).
Customer-facing meeting skills with the ability to understand, sympathize and assist customers on a technical level.
5–7 years of experience in customer pre- and post sales engineering and implementation, technical support, or solution delivery.
Strong technical knowledge of QuickBooks, bookkeeping, finance, system integration, data migration, and solution configuration.
Understanding of financial management principles, enabling you to be a credible industry expert, and understanding of in-practice workflows.
Proven success managing complex, multi-stakeholder implementation projects.
Familiarity with CRM and project management tools (e.g., Salesforce, JIRA).
Excellent communication, project management, time management, and organizational skills.
Experience working directly with mid-market businesses and/or operations.
Must speak and write both French & English
Desired Qualifications
An accounting or bookkeeping accreditation/certification (e.g., CPA, BBA)
Exposure to enterprise-level implementations.
Knowledge of the third-party application ecosystem that connects with and enhances QuickBooks Online.
Understanding of compliance and regulatory requirements in financial services.
Strong mentoring and coaching capabilities.
Job Type: Full-time
Pay: $77,000.00-$87,000.00 per year
Benefits:
Extended health care
Paid time off
Experience:
accounting or bookkeeping: 2 years (required)
enterprise-level implementation: 2 years (required)
QuickBooks Online Accountant (QBOA)?: 2 years (required)
Language:
French (required)
English (required)
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The QuickBooks Senior Services Specialist 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.