Technical Workflow Specialist-Construction

We have been in business for over 25 years, and are looking to start scaling our services in a big way. We are looking for the right talent to fulfill our Technical Operations Workflow Specialist/Project Assistant and to own and grow this department. Technical skills in the QBO eco-system will be a plus. We are looking for a top performer who wants to join a dynamic, fun Remote Staff.

• Develop quality workflow for operations within the Project Management system, utilizing today's Ai tech stack. (Claude, ChatGPT, Viktor, Dext).
• Job cost Tracking, Change Order corrections, and Invoice processes, to include receipt intake management and processing, via download, import/export into Job Tread PM app
• Coordinate new client Onboarding processes and Client success within our "My Stack Your Staff ” tech stack.
• Onboarding new clients to integrate Job Tread PM App and QBO systems to include mapping of item coding/customer and vendor files to ensure smooth sharing of data tables
• Coordinate New Jobs awarded tracking in Job Tread PM app
• Maintain organized project files in accordance with our company standards and compliance requirements within our tech stack eco-system
• Coordinate Job Billings, Customer deposits, and Change Orders via Job Tread app.
• Correct errors, and maintain data sync integrity between integrated apps, (QBO, Job Tread).
• Monitor Slack for all error exceptions to intervene and ensure client success within the Job Tread PM system and understanding how integrated apps are impacted by changes.
• Proactively discover and solve client issues while managing day-to-day relationships.
• Serve as a liaison between office staff, field teams, and customers to ensure timely deadlines are met for processing times and Job Tread applications.
• Help resource on “How To” enter transactions, create views, dashboards, reports from Job Tread app and Stay on the cutting edge of technologies and integrated applications.
• Implementing new rollout/updates from the Job Tread app
• Operations and Back office process development, implementation and improvements.
• Maintain and strengthen internal control and safeguards for Client Job Tread PM app.
• Document processes and policies for various Project Assisting functions
• Prepare reports by collecting, analyzing, and summarizing operational data
• Complete weekly and ad-hoc(on-demand, one off) costing and margin reports

• 5 years, Construction/Remodeling Experience;
• 3-5 years of cost accounting experience;strong attention to the little details.
• Proficiency in MS Office products, including Excel, Word, and outlook/gmail programs.
• Ability to perform technical research of complex issues and can work in a multi-window multi-priority environment (Microsoft & Chrome).
• Ability to perform and prioritize multiple tasks and meet deadlines while maintaining accuracy and quality
• Keen analytic, organizational and problem solving skills, Critical thinking skills
• Strong customer service skills and good verbal communication skills.