Onboarding Specialist
Housecall Pro(1 year ago)
About this role
The Specialist, Bookkeeping Onboarding owns the initial onboarding and contributes to the long-term success of customers' accounts, acting as a consultant to small home-service businesses. The role focuses on ensuring seamless integration into bookkeeping services, guiding clients through accounting workflows, and collaborating with internal teams to improve processes. It is analytical, customer-focused, and requires operating on US standard hours.
Required Skills
- Onboarding
- Bookkeeping
- Client Education
- Escalation Management
- Cross-Functional
- Account Management
- Data Formatting
- Excel
- CRM
- Troubleshooting
+6 more
Qualifications
- Bachelor's Degree
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.
Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at Housecall Pro
Similar Jobs
Customer Success (Onboarding) Specialist
AlertMedia(5 days ago)
Benefits Customer Onboarding Manager
Gusto, Inc.(3 months ago)
Client Onboarding & Implementation Manager - Private 9fin
9fin(3 months ago)
Sales Onboarding Specialist
Seedify(8 months ago)
Onboarding Consultant II, Retail
Toast(1 day ago)
Jr. Onboarding Associate
Gusto, Inc.(5 months ago)