QuickBooks Online Specialist

What You’ll Do...

• Act as a subject matter expert about Quick Books Online and Novi’s integration with Quick Books, internally with the team and externally with customers
• Address customer support questions related toQuick
  
  Books Online and our integrated payment processors through our Conversational Relationship Platform (CRP), Intercom
• Join live calls with customers to troubleshoot issues in real time with the goal of pinpointing the problem, explaining how it happened and educating the customer on how to avoid the issue in the future
• Host educational deep dives with customers on how theQuick
  
  Books/Novi integration works (e.g., sales receipt vs. invoice, accounts vs. items, etc.)
• Lead ongoing training for both internal team and customers on best practices with
  
  Quick
  
  Books set up, recent feature updates, etc
• Develop and update relevant help articles, feature update announcements, release notes and training videos that explain the integration and best practices related to the integration clearly
• Support payment and operations related to Novi Pay, our payment processor powered by Fiserv. Including troubleshooting transactions, explaining payment processing concepts (fees, payouts, disputes, and holds), and assisting customers with how payment activity flows between Novi and Quick Books Online
• This position will not include:
• Bookkeeping for our customers or Novi
• Providing accounting advice to customers or consulting on customer books

• We are fully remote — we’ve operated virtually for over 10 years. Work where you want, and we’ll help you set up your home office with the equipment and technology you need.
• We believe in meaningful benefits: health, dental, vision, generous PTO, paid holidays, and family-friendly leave policies.
• Work-life balance matters:
  Whether you choose to stay in one place or become a digital nomad, we support it.
• Growth and development are part of our DNA:
  You’ll have access to professional development, certifications, continuing education, and open paths for internal growth.
• Inclusion and diversity drive innovation:
  We value different ideas, perspectives, and backgrounds. By joining Novi, you’re becoming part of a team that believes in equity, representation, and making an impact.
• We celebrate wins and each other:
  From big customer milestones to everyday achievements, we like to bring home the bacon (and celebrate it).

• Deep Quick Books Online expertise — you're the person others come to with the weird questions (Desktop experience welcome; QBO certification a plus)
• Accounting/bookkeeping background in or adjacent to the association space — CFO, accounting manager, controller, or self-taught finance lead at a small association
• Comfortable and excited being highly customer-facing with live calls, screen shares and walking customers through troubleshooting in real time
• A genuine love of solving puzzles, finding root causes and teaching the answer to others who may not have bookkeeping knowledge
• Someone who isn't afraid to dive into technical issues and curiosities, but not necessarily with developer/designer level skills
• A bachelor's degree - the field doesn't matter as much as your ability to explain why you're passionate about it
• Requirement :
  You must be a legal resident in the United States and authorized to work within the United States.