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
Qualifications:
- 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
