Systems and Data Support Specialist

About the role

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Systems and Data Support Specialist based in United States. This role supports the systems, financial operations, and data infrastructure that keep a growing bookkeeping organization running efficiently. You’ll help maintain accurate and secure client data while supporting integrations, reporting, system administration, and operational workflows. The position combines financial operations knowledge with business systems support, troubleshooting, data coordination, and emerging AI and automation initiatives. You’ll work across multiple departments and collaborate directly with clients, vendors, and internal teams to resolve technical and operational issues. The role offers broad exposure to cloud-based business applications, financial systems, CRM platforms, reporting tools, and workflow technologies. You’ll also contribute to process documentation, data quality, system improvements, and projects that make everyday operations more efficient and scalable. This fully remote opportunity is well suited to a detail-oriented, technically curious professional who enjoys solving problems, learning new tools, and supporting teams through reliable systems and data.

Responsibilities

• Support new client onboarding by completing required system setup and coordinating financial and operational data.
• Set up and maintain client bank account integrations with QuickBooks Online and secure password management systems.
• Configure and maintain payroll account integrations with QuickBooks Online and secure password management systems.
• Troubleshoot integration and software issues by coordinating with clients, financial institutions, payroll providers, vendors, and internal teams.
• Support payroll and pension operations during annual setup periods, peak processing periods, and year-end reporting.
• Assist with the development, setup, and maintenance of financial reporting dashboards.
• Support financial and client-data projects across departments as needed.
• Maintain Monday.com boards and folders, including periodic backups, organization, cleanup, and data maintenance.
• Maintain client contact information across CRM and newsletter communication platforms.
• Support the management and maintenance of legacy client renewal workflows and related data.
• Contribute to organizational AI and automation initiatives by identifying opportunities to improve workflows and operational efficiency.
• Help create, update, and maintain documentation for business processes and workflows.
• Assist with newsletters and other client communications and special projects.
• Retrieve membership, contract, and other relevant data to support billing and financial operations.
• Provide general systems, data, and operational support across departments.
• Maintain strong data accuracy, integrity, confidentiality, and security across organizational and client information.
• Communicate clearly with stakeholders and proactively follow issues through to resolution.