Bookkeeping Onboarding Specialist
Housecall Pro(1 year ago)
About this role
The Specialist, Bookkeeping Onboarding guides new customers through onboarding to Housecall Pro’s bookkeeping and accounting services and acts as a consultant for small home-service businesses. The role focuses on driving long-term customer success, preparing clients for ongoing partnership, and contributing to process improvements. It involves collaborating with internal teams and using product knowledge to ensure a smooth, confident transition to the service.
Required Skills
- Customer Onboarding
- Bookkeeping
- Client Education
- Escalation Handling
- Cross-Functional Communication
- Account Management
- Process Improvement
- Data Organization
- Troubleshooting
- Excel Proficiency
Qualifications
- Bachelor's Degree or Equivalent
About Housecall Pro
housecallpro.comHousecall Pro is an all-in-one business management platform for home service companies (e.g., HVAC, plumbing, electrical, cleaning). It provides scheduling and dispatch, mobile field tools, online booking, estimates, invoicing and payment processing, customer management, automations, and reporting to streamline operations. The platform integrates with common payment and marketing tools and is used by over 200,000 field service professionals. Housecall Pro positions itself as a top-rated solution focused on helping small and mid-size service businesses run and grow more efficiently.