Systems and Data Support Specialist
New
J
JobgetherBookkeeping
Based in United StatesFull-TimeMiddle
Salary$57,000–$68,000
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Job Details
- Experience
- At least 3 years of experience in accounting, bookkeeping, financial operations, business systems support, data management, or a related field.
- Required Skills
- Microsoft ExcelAccountingBookkeepingCRMData management
Requirements
- Bachelor’s degree in Accounting, Information Systems, Business Administration, or related field, or equivalent experience.
- At least 3 years of experience in accounting, bookkeeping, financial operations, business systems support, or data management.
- Experience supporting business applications, system implementations, financial systems, or enterprise software.
- Experience troubleshooting software, system, or integration-related issues.
- Strong client-facing communication skills.
- Advanced proficiency in Microsoft Excel (formulas, lookups, data analysis, structured datasets).
- Proficiency with Microsoft Office 365 applications.
- Familiarity with AI productivity tools such as ChatGPT or Claude.
- Preferred: Experience with QuickBooks Online, CRM platforms, and cloud-based business applications.
- Preferred: Experience with Monday.com or similar project/workflow management platforms.
- Strong attention to detail and commitment to data accuracy and system integrity.
- Excellent organizational skills with the ability to manage multiple priorities.
Responsibilities
- Support new client onboarding by completing required system setup and coordinating financial and operational data.
- Set up and maintain client bank account and payroll integrations with QuickBooks Online and secure password management systems.
- Troubleshoot integration and software issues by coordinating with clients, financial institutions, payroll providers, vendors, and internal teams.
- Support payroll and pension operations during annual setup, peak periods, and year-end reporting.
- Assist with the development, setup, and maintenance of financial reporting dashboards.
- Maintain Monday.com boards, CRM contact information, and legacy client renewal workflows.
- Identify opportunities to improve workflows through AI and automation initiatives.
- Create and maintain documentation for business processes and workflows.
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