What are the responsibilities and job description for the Technical Onboarding - Accounting Specialist position at Remarcable?
Overview
We are looking for a Technical Accounting Specialist to join our team and play a critical role in onboarding clients to our accounting module. As a Technical Accounting Specialist, you will be responsible for guiding clients through the onboarding process for our cloud-based platform specifically for the accounting module. You will work closely with new customers, ensuring they seamlessly integrate their accounting data, configure settings, and maximize the platform’s capabilities. This role requires a unique combination of technical expertise, accounting knowledge, and customer-facing skills.
Key Responsibilities
Client Onboarding & Implementation:
Accounting Knowledge:
Who We Are
Remarcable is a cloud based platform that helps electrical contractors and distributors streamline purchasing processes to save time and money.
Dedicated to the Electrical Contractor Industry, Remarcable provides cloud-based Procurement & Tool Management Software nationwide. With multiple workflows, two applications in one software, and direct contractor accounting integrations, Remarcable significantly, and efficiently, increases communication, streamlines workflows, and provides visibility for all users.
Our team is composed of contractor and distribution experts located coast to coast. Through collaborations with industry leaders, we've gained insight into the struggles they face. Together, we believe in providing a solution that brings efficiency, visibility, and better communication to streamline the relationship between the contractor and distributor partners.
Our Mission
To advance the adoption of technology in the construction industry and bring better efficiency, visibility, and communication to our customers.
Salary Range Disclaimer
The base salary range represents the low and high end of the Remarcable salary range for this position. Actual salaries will vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Remarcable’s total compensation package for employees. Other components may include: PTO, Medical, and a Bonus plan.
We are looking for a Technical Accounting Specialist to join our team and play a critical role in onboarding clients to our accounting module. As a Technical Accounting Specialist, you will be responsible for guiding clients through the onboarding process for our cloud-based platform specifically for the accounting module. You will work closely with new customers, ensuring they seamlessly integrate their accounting data, configure settings, and maximize the platform’s capabilities. This role requires a unique combination of technical expertise, accounting knowledge, and customer-facing skills.
Key Responsibilities
Client Onboarding & Implementation:
- Lead technical onboarding sessions for clients using our accounting module.
- Assist with data migration, chart of accounts setup, and financial system configurations.
- Troubleshoot setup issues and provide best practices for efficient use.
- Become an expert in Remarcable's accounting module and serve as the go-to resource for clients.
- Collaborate with internal teams (Product, Engineering, and Customer Success) to improve onboarding workflows and address client feedback.
- Train users on platform features, accounting workflows, and automation capabilities.
- Provide technical guidance to clients regarding integrations with third-party accounting software (e.g., Spectrum, Foundation, QuickBooks, etc.).
- Identify opportunities to improve the client experience by refining training materials and onboarding resources.
- Ensure a smooth transition from onboarding to day-to-day platform use.
Accounting Knowledge:
- Background in accounting, bookkeeping, or financial software implementation.
- Experience working with accounting software such as QuickBooks, Spectrum, Foundation, or similar SaaS platforms.
- Understanding of financial statements, general ledger, and standard accounting principles.
- Hands-on experience with cloud-based SaaS platforms.
- Ability to troubleshoot technical issues, API integrations, and software configurations.
- Comfortable navigating accounting software and data migration tools.
- Strong ability to explain technical concepts in non-technical language.
- Experience working with small business owners or contractors is a plus.
- Exceptional problem-solving skills and a customer-centric approach.
- 2 years in a Technical Accounting, Accounting Software Implementation, or Customer Support role.
- Experience in SaaS, FinTech, or software implementation consulting.
- Understanding of construction or contractor accounting is a plus.
Who We Are
Remarcable is a cloud based platform that helps electrical contractors and distributors streamline purchasing processes to save time and money.
Dedicated to the Electrical Contractor Industry, Remarcable provides cloud-based Procurement & Tool Management Software nationwide. With multiple workflows, two applications in one software, and direct contractor accounting integrations, Remarcable significantly, and efficiently, increases communication, streamlines workflows, and provides visibility for all users.
Our team is composed of contractor and distribution experts located coast to coast. Through collaborations with industry leaders, we've gained insight into the struggles they face. Together, we believe in providing a solution that brings efficiency, visibility, and better communication to streamline the relationship between the contractor and distributor partners.
Our Mission
To advance the adoption of technology in the construction industry and bring better efficiency, visibility, and communication to our customers.
Salary Range Disclaimer
The base salary range represents the low and high end of the Remarcable salary range for this position. Actual salaries will vary depending on factors including but not limited to location, experience, and performance. The range listed is just one component of Remarcable’s total compensation package for employees. Other components may include: PTO, Medical, and a Bonus plan.
