Quickbooks Onboarding Specialist

What you’ll be doing:

  • Analyze  source and quality of data, identify potential issues and develop custom action plan  
  • Ability to coach best practices with HCP’s Quickbooks Desktop and Quickbooks Online integration
  • Communicate consistent trends and opportunities to our product/engineering team for future improvements
  • Create and maintain Quickbooks help content
  • Ability to effectively communicate client information, trends and feedback cross-functionally
  • Innovate on current processes and proactively seek ways to improve the Pro experience


  • Bachelor’s degree preferred
  • 2-4 years of full-time customer success, implementation, engineering or data implementation experience
  • Quickbooks Online and Desktop experience required
  • Demonstrated experience exceeding customer success or sales metrics
  • Proven success working with cross-functional teams and building strong relationships internally and externally
  • Excellent written/verbal communication skills
  • Strong problem-solving skills
  • Motivation, drive, and a self-starting attitude
  • Ability to work in a fast-paced, team environment
  • Experience in developing relationships with new customers and serving as a consultant