Software Solution Specialist

United States

Full Time

Experienced

Summary/objective

As a Software Solution Specialist, you will assist the trusted advisor with providing expertise in accounting software solutions to clients and internal stakeholders. You will play a key role in understanding client requirements, working through the software solutions process. Your knowledge of accounting principles, technical skills, and ability to translate business needs into effective software solutions will contribute to the success of our clients' accounting software solution processes.

Essential functions

Review client reports following software migrations to ensure data integrity and identify discrepancies or errors
Assess findings and clearly communicate issues, errors, or anomalies to the CAS Leader for review and resolution planning
Maintain and manage IssueTrak tickets, including documenting issues, tracking progress, and confirming resolution
Handle routine system administration tasks, including providing internal and external users to QBO
Support troubleshooting and remediation when multiple companies have been entered into a single QBO instance, including assisting with separation and proper configuration
Document findings, resolutions, and process improvements to support consistency and operational efficiency across engagements
Continuously improve product knowledge and develop expertise in accounting software solutions

Work environment

Work is conducted in a professional office environment with minimal distractions

Physical demands

Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time

Must be able to lift up to 15 pounds at a time

Required education and experience

Bachelor’s degree in accounting, accounting information systems, or relevant, hands-on accounting system implementation experience
Current experience and technology skills using QuickBooks Online
Proficient with using Microsoft Office (Word, Excel, PowerPoint, and Outlook)

Required education and experience

QuickBooks Online ProAdvisor Certificate
Software: Other accounting software exposure (Fishbowl, Sage Intacct, Plex, etc.)

Other duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the colleague for this job. Duties, responsibilities and activities may change at any time with or without notice.

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Software Solution Specialist

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