Technical Integration Specialist
Core
Guide customers through the full lifecycle of reconfiguring their accounting software sync connections, from discovery and consultation to technical execution and post-migration enablement.
Role type
Senior IC Technical Integration Specialist (Consultative)
Builds
Customer migration projects for accounting software synchronization
Domain
Fintech / Accounting Software Integration
Deliverable
client delivery
Required skills
consultative discovery, needs assessment, solution prescribing, executive stakeholder management, project management, technical documentation, risk resolution, process improvement
Preferred skills
accounting software experience (QuickBooks, Xero), CRM familiarity (Salesforce, Asana, Zendesk)
Technologies
QuickBooks Desktop, QuickBooks Online, Xero, Rillet, Salesforce, Asana, Zendesk
Responsibilities
Lead discovery conversations to understand customer environments and migration goals; Run full-cycle migration consultations via Zoom; Translate complex technical information for non-technical stakeholders; Confirm customer readiness and prerequisites before execution; Partner with Customer Success teams to ensure smooth handoffs; Validate migration outcomes and resolve risks; Complete SOW, billing, and documentation; Identify product adoption opportunities; Maintain project documentation and adhere to SLAs; Coach customers on post-migration workflows; Contribute to process improvement.
Seniority
Senior, hands-on IC