[Hiring] Accounting Integration Specialist @ServiceTitan

Role Description

ServiceTitan is looking for an Accounting Integration Specialist to join our Implementation team. The ideal candidate will have five or more years of professional experience which includes a balanced combination of accounting, software implementation, analytical skills, and client relationship management. The Accounting Integration Specialist will perform accounting data migrations and accounting system implementations for our customers with the most complex operational needs and highest strategic importance.

The person will have three main responsibilities:

• Assist customers with transferring accounting data from various CRM software to QuickBooks or Intacct platforms.
• Serve as accounting SME and drive internal process improvement efforts.
• Set and manage client expectations.

The candidate will be comfortable communicating with personnel at all levels from front line payroll/accounting representatives to Controllers and CFOs.

A successful candidate operates effectively in a fast-paced environment, takes ownership of deliverables, demonstrates leadership, provides exceptional customer experience, and has superb communication skills. The work is extremely rewarding and impactful, both for our customers and organization.

What you’ll do:

• Perform accounting data conversion from various complex CRM/Accounting software to QuickBooks Online, QuickBooks Desktop, and Intacct.
• Manage multiple projects at any given time and successfully deliver high quality results.
• Act as a QuickBooks/Accounting subject matter expert and contribute to future product development and integration efforts.
• Be an extremely effective communicator understanding the significance and appropriate use of various communication channels and tone based on circumstances and audience.
• Serve as the face of the company in front of most impactful clients and skillfully navigate all conversations, from introduction to long term relationship building.
• Coordinate with cross-functional resources to deliver against defined timelines and client accounting business requirements.
• Facilitate sessions with client stakeholders to outline scope, goals, deliverables, resource needs and do it all with confidence and a smile.
• Anticipate project risks and issues, confidently address any and all challenges, mitigate risks and issues and escalate to appropriate parties where required.

Qualifications

• Four year degree in Accounting, Finance or Business Management. CPA is preferred.
• 3 years of professional experience which includes at minimum 1-2 years in each of the following areas: Accounting, Data analysis, Client Management.
• Strong knowledge of QuickBooks Online and QuickBooks Desktop.
• Excellent MS Excel skills.
• Be a problem-solver who has a demonstrated ability to overcome challenges with creative solutions.
• Be meticulously detail-oriented with the ability to multi-task, manage client expectations and align external resources for quality and timely delivery of projects.
• Natural ability to think several steps ahead of the client and take proactive steps to address roadblocks and issues.
• A track record of being a team player and leader with strong interpersonal and communications skills.
• Familiarity with software and agile development is a plus.

Benefits

• Flexible time off with ample learning and development opportunities to continue growing your career.
• Comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events.
• Great work is rewarded through Bonusly, peer-nominated awards, and more.
• Company-paid medical, dental, and vision (with 100% employer paid options and 90% coverage for dependents), FSA and HSA, 401k match, and telehealth options including memberships to One Medical.
• Parental leave and support, up to $20k in fertility services (i.e. IUI and IVF), surrogacy, and adoption reimbursement.
• On-demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.