Quickbooks Proadvisor

2 weeks ago


Toronto, Canada Talentburst Full time

**Service Delivery Manager (Bilingual-French)**
**Duration**:12 month contract from start date with possibility to extend to the full 18
**Location: Toronto, ON Hybrid
- 1 week a month in office**

**Skills**:

- Accounting software experience or QBO experience (QuickBooks online) or QB Desktop experience - They are supporting clients that specifically use this product so they need to have the knowledge of how it works.
- French fluency
- Excellent communication skills as they will be speaking to clients and doing webinars

**Preferred Skills**:

- Proadvisor experience
- Accounting knowledge
- Payroll experience

The Service Delivery Manager is responsible for the **migration of Accountant clients onto QBO.**
They will be required to troubleshoot complex issues impacting the migration and customer experience. Work to resolve all escalated technical issues and verify customer satisfaction with the resolution. This role will be both internal and external customer facing, and will also help run experiments and projects that provide insights and learnings on customers' behavior to continuously improve customer experience E2E.

**Primary Responsibilities**:

- Managing the seamless onboarding of Partner Accountant (new and existing clients) onto QBO delivering an experience so profound that customers love using our products and services and actively recommend them to others
- Supporting the Sales Team by providing consultative support to the Partner Accountants
- Validate Salesforce account order and BDM submission
- Liaison between internal sales team and external customer
- Create onboarding plan and communicate to relevant stakeholders and execute to timelines
- Manage complex migrations and communicate internally & externally of progress against target
- Work across multiple internal and external customers and raise any issues immediately
- Set up after sales appointments for Sales Team if required
- Communicate and introduce the Partner Accountant and/or clients to the Care Team for future support
- Report on compliance of internal sales team and adherence to process
- Assume 'post sale' responsibility for account set up and confirmation of units sold
- Identification of sales or growth opportunities and communication to Leadership team
- Develop proficiency and knowledge of products and solutions with the ability to clearly communicate appropriate recommendations to address customer needs
- Collaborate closely with other team members and a set of cross-functional business unit colleagues to drive result
- Be creative in time management to prioritize workload and suggest developments to process to streamline after sales support
- Deliver a high level of service to our customers, showing we care about them
- Learn and utilizes specific software tools and problem solving strategies to solve for customer issues, develops and prioritizes recommendations for product and process improvements

**Qualifications**:

- Strong problem-solving and analytical orientation with the ability to identify root cause of issues, develop recommendations and influence others
- Demonstrated technical aptitude and skills
- Strong business and financial acumen
- Demonstrated project management skills for planning/driving tasks across organizations while keeping initiatives on track to achieve desired outcomes
- Excellent written and verbal communication skills; ability to communicate technical and other findings across organizational levels
- Customer-focused, with a passion for delivering the best possible customer experience
- Commitment to operational excellence and ongoing personal growth
- Results oriented, while respecting people and maintaining integrity without compromise
- Ability to manage multiple priorities within a fast paced environment
- Degree or equivalent relevant experience a plus
- Accounting knowledge or experience is a plus

**Job Type**: Fixed term contract
Contract length: 12 months

Pay: $37.00-$42.30 per hour

Schedule:

- 8 hour shift

Ability to commute/relocate:

- Toronto, ON: reliably commute or plan to relocate before starting work (required)

**Experience**:

- Accounting: 4 years (preferred)
- Accounting Software migration: 1 year (preferred)

**Language**:

- French (required)

Licence/Certification:

- Quickbooks Proadvisor (required)


  • Tax Manager

    3 weeks ago


    Toronto, Canada SDG, Chartered Professional Accountant Full time

    SDG Accountant is a dynamic private accounting firm specializing in providing top-tier accounting, tax, and advisory services to private and small to medium-sized businesses and high-net-worth individuals. Our commitment is to deliver exceptional service and expert guidance to help our clients achieve their financial goals. We are an equal-opportunity...

  • Tax Manager

    3 weeks ago


    Toronto, Canada SDG, Chartered Professional Accountant Full time

    SDG Accountant is a dynamic private accounting firm specializing in providing top-tier accounting, tax, and advisory services to private and small to medium-sized businesses and high-net-worth individuals. Our commitment is to deliver exceptional service and expert guidance to help our clients achieve their financial goals. We are an equal-opportunity...

  • Tax Manager

    3 weeks ago


    Toronto, Canada SDG, Chartered Professional Accountant Full time

    SDG Accountant is a dynamic private accounting firm specializing in providing top-tier accounting, tax, and advisory services to private and small to medium-sized businesses and high-net-worth individuals. Our commitment is to deliver exceptional service and expert guidance to help our clients achieve their financial goals. We are an equal-opportunity...

  • Tax Manager

    2 weeks ago


    Toronto, Canada SDG, Chartered Professional Accountant Full time

    Founder and Director at SDG Accountants | U.S. & Canada Cross-Border Tax Professional SDG Accountant is a dynamic private accounting firm specializing in providing top-tier accounting, tax, and advisory services to private and small to medium-sized businesses and high-net-worth individuals. Our commitment is to deliver exceptional service and expert guidance...

  • Tax Manager

    2 weeks ago


    Toronto, Canada SDG, Chartered Professional Accountant Full time

    Founder and Director at SDG Accountants | U.S. & Canada Cross-Border Tax Professional SDG Accountant is a dynamic private accounting firm specializing in providing top-tier accounting, tax, and advisory services to private and small to medium-sized businesses and high-net-worth individuals. Our commitment is to deliver exceptional service and expert guidance...

  • Tax Manager

    2 weeks ago


    Toronto, Canada SDG, Chartered Professional Accountant Full time

    Founder and Director at SDG Accountants | U.S. & Canada Cross-Border Tax Professional SDG Accountant is a dynamic private accounting firm specializing in providing top-tier accounting, tax, and advisory services to private and small to medium-sized businesses and high-net-worth individuals. Our commitment is to deliver exceptional service and expert guidance...

  • Tax Manager

    6 days ago


    Toronto, Ontario, Canada SDG, Chartered Professional Accountant Full time

    SDG Accountant is a dynamic private accounting firm specializing in providing top-tier accounting, tax, and advisory services to private and small to medium-sized businesses and high-net-worth individuals. Our commitment is to deliver exceptional service and expert guidance to help our clients achieve their financial goals.We are an equal-opportunity...


  • Toronto, Canada Method:CRM Full time

    **Opportunity** We’re looking for a results-oriented individual who wants to take their career in customer experience to the next level. We believe that enabling a customer for success doesn’t end at implementation. We understand that some customers require ongoing support to be fully enabled for long-term success, and that is where you come...


  • Toronto, Canada Method:CRM Full time

    **Opportunity** We’re looking for a results-oriented individual who wants to take their career in customer experience to the next level. We believe that enabling a customer for success doesn’t end at implementation. We understand that some customers require ongoing support to be fully enabled for long-term success, and that is where you come...


  • Toronto, Canada Method:CRM Full time

    **Opportunity** We’re looking for a results-oriented individual who wants to take their career in customer experience to the next level. We believe that enabling a customer for success doesn’t end at implementation. We understand that some customers require ongoing support to be fully enabled for long-term success, and that is where you come...