About the OpportunityJoin our Field Services vertical as a Technical Adoption Specialist to make a real impact every day. We say that because we know that every conversation we have, every code line we write and every interface we design is another opportunity for us to enrich our customers’ experiences.
Reporting into the Implementation Team Lead , you'll play a dual role in ensuring seamless onboarding and long-term success for our clients. This hybrid position combines the technical precision and personalized support of a Special Services Specialist with the strategic onboarding and adoption responsibilities of a Customer Adoption Manager.
The ideal candidate is a proactive problem-solver who thrives in cross-functional environments and is passionate about delivering exceptional customer experiences from day one through full product adoption.Some of the other responsibilities include:Lead implementation activities including configuration, branding, training, and testing for new clients.Partner with Sales, Training, and Solutions Engineering to align onboarding strategy with client goals.Drive early-stage adoption through structured 30/60/90-day engagement plans.Monitor customer health and usage metrics to identify risks and opportunities.Serve as a strategic advisor to clients, ensuring they realize full value from the platform.Manage data conversions and migrations (e.g., QBD to QBO) with accuracy and efficiency.Provide Tier I/II support for escalated onboarding issues and coordinate with Product and Support teams for resolution.Document and maintain detailed records of customer interactions and technical implementations.Assist in the development of internal tools and resources to streamline onboarding and support processes.Support internal training and mentoring for junior onboarding or support team members.- The average base salary pay range for this position is $50,000 to $55,000
- May be considered for a discretionary annual bonus
  Location: You can work fully remote in this position, provided you have eligible working rights in the United States, and you are in a time zone with enough overlap to collaborate with your team.#LI-Remote