Reporting to the Team Leader, your responsibilities will include:
• Implementing Cloud-based solutions, including Xero, Quickbook Online, Cin7, DEAR Inventory Systems, Unleashed, Simpro, Accelo, Netsuite, Odoo, Tradegecko, etc.
• Training clients on Cloud-based systems both onsite and online.
• Supporting cloud-based systems off-site, including creating manuals, and online training videos.
• Meeting deadlines for projects
• Using our in-house project management system to communicate with clients, work through tasks and log times, etc.
• Create cloud software demonstration environments for sales.
• Assist sales in finding the correct solutions for clients.
• Review/Audit current customer solutions to ensure system is working according to the clients expectations.
• Repair and review customer data files, and clearly communicate to the customer what needs to be fixed and create a training path to do so.
In this role, you will be responsible for:
• Implementation and training on the Xero Accounting & Project Accounting Systems
• Remote and phone support for existing clients for Xero, & other in-house systems (training provided)
• Working with prospective clients to scope and assess Xero + as a suitable solution for their business, including presentation and demonstrations
• Custom report writing
• Implementation of Xero & Software mentioned above