We provide an award-winning cloud platform that helps tens of thousands of accounting professionals work more efficiently and collaboratively every day.
With customers in 40 countries, we have grown into a globally distributed team across the US, Australia, New Zealand, Canada, the United Kingdom, and the Philippines.
We are well-funded, ranked #1 on G2, growing rapidly, and have a people-first culture that is recognized with Great Place To Work® certification and on Fortune magazine's Best Small Workplaces™ List.
As an Onboarding Support Specialist, you’ll play a critical role in ensuring customer data, configurations, and operational setup are accurate, complete, and delivered on time during onboarding and ongoing lifecycle events.
This is a detail-driven, execution-focused role that supports Sales, Customer Success, and Services by keeping customer systems clean, reliable, and ready for success.
You’ll work behind the scenes to manage data imports, account setup, reporting requests, and operational tasks that directly impact customer experience and internal efficiency.
About the Role Consolidate, import, and QA customer data during onboarding and lifecycle events.
Create, configure, and maintain customer templates and system setups.
Complete customer and project account setup, tracking status and ensuring accuracy across systems.
Assist with customer reporting requests, consolidating and preparing final reports for upload into various platforms.
Verify and validate customer information during offboarding and ensure proper data removal from systems.
Assist with preparation for customer business reviews and follow up on customer survey requests.