Role Overview:

As a Specialist, Bookkeeping Onboarding you are responsible for onboarding and contributing to the long-term success of our customers’ accounts. You bring an analytical mind to constantly improve the efficiency and efficacy of your projects and interactions with our service professionals (our Pros). You use your experience to be a true consultant for small businesses in the home services space. You believe that great isn't good enough. You are comfortable with process changes and enjoy providing input to help guide those changes.

Our team is passionate, empathetic, hard-working, and above all else focused on improving the lives of our service professionals (our Pros). Our success is their success.

What you do each day:  

• Own the customer relationship during the initial onboarding phase for new clients
• Ensure the seamless integration into our bookkeeping and accounting services
• Set up secure access and explaining our accounting process tailored to their small business
• Educate clients on best practices through personalized online meetings, ensuring they feel knowledgeable and confident in managing their financial data using our tools
• Handle escalated inquiries and support requests during the onboarding phase
• Provide expert guidance to assure client satisfaction and comfort with our services
• Communicate effectively across internal teams (sales, marketing, technical support) regarding client information, trends, and feedback
• Prepare and nurture clients for a successful partnership, with a focus on advocacy and long-term engagement with our services
• Identify opportunities for service expansion and continuous improvement, proactively enhancing the client experience
• Organize client details, timelines, and actions to drive efficiency and ensure that each client’s unique needs are met promptly and accurately
• Utilize deep product knowledge and innovative thinking to troubleshoot any issues that arise, ensuring that solutions are both effective and tailored to client needs

Qualifications: 

• Bachelor’s degree or equivalent experience preferred
• 1-3+ years of full-time customer success, onboarding, implementation, account management or sales experience 
• Fluent in English (written and verbal) 
• Able to work standard hours for a US time zone 
• Proficiency in Excel required (imports, exports and data formatting)
• Work experience in onboarding, implementation or customer support roles in the SaaS industry preferred
• Experience as a consultant and developing relationships with new customers 
• Knowledge of and established relationships within a relevant industry is preferred
• CRM experience is a plus

What will help you succeed in this role:

• Self-starter with motivation, drive, and ability to work in a fast-paced environment
• Strong problem-solving skills
• Can learn new skills quickly; eager to learn
• Excellent written and verbal communication skills
• Prompt attention to detail
• Strong time management and organizational skills
• Ability to work with cross-functional teams
• Good pulse on customer needs

Founded in 2013, Housecall Pro helps home service professionals (Pros) streamline every aspect of their business. With easy-to-use tools for scheduling, dispatching, payments, and more, Housecall Pro enables Pros to save time, grow profitably, and provide best-in-class service.

Housecall Pro’s brand portfolio includes Business Coaching by Housecall Pro, a business coaching solution for home services businesses. Our brands are united by a singular mission to champion our Pros to success.

We support more than 40,000 businesses and have over 1,800 ambitious, mission-driven, genuinely fun-loving employees across the United States and all over the world. If you want to do work that impacts real people, supported by a team that will invest in you every step of the way, we’d love to hear from you.

Housecall Pro celebrates diversity and we are committed to creating an inclusive environment. We are an equal opportunity employer and do not discriminate on the basis of gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law

Location Dependent Information
This role is open to candidates and the expected salary range for this role is $13,440-$16,800 USD/year. The specific salary for the successful candidate will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location. This is a full time contract role. 

#LI-Remote