Technical Solutions Specialist

Overview

The Technical Solutions Specialist for QuickBooks Success is responsible for ensuring that every FieldPulse customer with a QuickBooks connection starts with a clean foundation, maintains long-term data stability, and avoids the downstream issues that lead to churn, revenue leakage, and operational friction.

This role is hyper-focused on owning the Quickbooks Online and Quickbooks Desktop experience from day one, including setup, cleanup, sync optimization, issue prevention, and customer education. Acting as FieldPulse's internal expert on accounting integrations, this Specialist bridges Implementation, Customer Success, Technical Support, and Product to ensure customers achieve fast, stable, and accurate financial workflows.

This is a highly technical, customer-facing, problem-solving role focused on eliminating friction, reducing support escalations, and accelerating Time to Value (TTV) by ensuring every customer is set up cleanly and correctly the first time. The Specialist acts as a technical expert, a systems problem-solver, and a connector between the customer-facing organization and Product/Engineering.

Key Responsibilities

• Own the end-to-end technical setup for complex accounts, including:
• • Connect QBO/QBD and configure the sync based on customer business rules.
  • Map income accounts, taxes, items, service types, categories, classes, and workflows.
  • Validate customer data readiness before connecting to prevent sync failures.
  • Identify and resolve "quiet risk" factors such as duplicated data, mismatched naming conventions, or legacy imports.
• Provide technical consultation during onboarding to help design scalable customer processes.
• Collaborate with Implementation Specialists and Customer Success Managers to ensure accounts go live within 60 days.

Heath Checks & Optimization

• Perform pre-sync audits to verify clean datasets before onboarding begins.
• Conduct post-sync validation to ensure accuracy of invoices, payments, customers, and items.
• Identify incorrect mapping, cyclical sync loops, orphaned records, or data mismatches.
• Provide ongoing optimization to improve customer bookkeeping flow and reporting accuracy.

Troubleshooting & Sync Issue Resolution 

• Own and resolve all QBO/QBD-related escalations within Implementation.
• Identify root causes quickly and articulate fixes to customers and internal teams.
• Repair broken workflows caused by incorrect mappings, historical inconsistencies, or corrupted data.
• Serve as the subject-matter expert for all sync error codes and recurring accounting scenarios.

Complex Solutions & Advanced Troubleshooting

• Serve Build scalable repeatable processes that prevent customers from ever reaching a "broken account" state.
• Partner with Product and Engineering to escalate integration defects, edge cases, and usability issues.
• Create internal documentation for Implementation and Success to reduce reliance on Support escalation.

• Implementation: Divide responsibilities between functional setup and technical setup; ensure customer progress toward go-live.
• Customer Success: Consult on existing account issues, rebuilds, or workflow improvements.
• Technical Support: Reduce their load by handling data cleanup, QuickBooks issues, and technical escalations proactively.
• Product & Engineering: Surface patterns, defects, or experience gaps that slow down onboarding. 

• Strong technical problem solving and root-cause analysis
• Experience with data manipulation, cleanup, and transformation
• Understanding of QBO/QBD sync behavior and common issues
• Ability to translate customer needs into technical execution
• Clear communication skills (internal & customer-facing)
• Exceptional attention to detail
• Ability to manage multiple technical tasks simultaneously 
• Familiarity with APIs, Zapier, integrations, and workflow automation
• Ability to rank and prioritize accounts by complexity and required effort

• General Accounting & Quickbooks Intelligence 
• Technical Problem Solving 
• Customer-Centric Communication
• Pattern Recognition & Prevention Mindset 
• High Ownership & Operational Discipline 
• Calm, Confident Handling of Complex Scenarios

What We Offer

• Covered Medical Insurance
• Dental & Vision Benefits
• Paid Parental Leave
• Catered Lunches Monday-Friday
• Class Pass, Netflix, HBO, Hulu, and Peloton subscriptions
• 401k

Why FieldPulse?

• Collaborative Culture: We believe in working together, learning from one another, and building lasting relationships.
• Growth Opportunities: As a fast-growing company, FieldPulse is the perfect place to launch your career and grow with us.
• Supportive Environment: You'll be part of a team that is committed to your personal and professional development. We encourage open feedback and provide the resources needed for success.
• Impactful Work: Your contributions will make a direct impact on the growth and success of FieldPulse.