Accounting Data Conversion Specialist

Want to be part of a community that focuses on work-life balance and provides fantastic opportunities?

The Back Room Offshoring Inc. is a KPO company experiencing strong dynamic growth and we want you to be part of it!

We’re seeking a Data Migration Specialist to work with a global team offering services relating to data migration from one accounting platform to another.

This role is responsible for working closely with the Partner Consulting & Go To Market (GTM) teams to assist ABs & SMBs in migrating to Xero’s cloud based practice and tax tools. You will be responsible for providing a range of data-related services that support this purpose. Ample training will be provided, and this role sits in a supportive team. You will need exceptional data management skills, be process driven, have a passion for client relations, and have a sound understanding of the accounting industry. You will make an impact by delivering on seamless migration experiences to both the direct and partner channels, powered by technology and leveraging partnerships.

What you’ll do:

• Drive the migration process, configure practice products, assist in implementing products and be responsible for bulk loading partners’ clients organizations, including conversion balances, historical comparatives, transactional data, client list data, tax data, and other data types.
• Be the primary point of contact for our ABs / SMBs wishing to make a change, our internal teams within the GTM divisions of Xero and handle partners’ technical queries and escalations
• Engage in a regular virtual or phone meetings with the relevant internal Xero staff including partner consultants and account managers
• Update Xero’s CRM system with all activity
• Respond in a timely manner to all work requests and internal inquiries
• Manage inbound work requests from internal & external customers

What success looks like:

• Deliver on rapid and error free data migrations from legacy systems into Xero.
• Use initiative to upskill yourself across all team competencies.
• Ensure work requests are processed and turned around within agreed timescales.
• Support related internal teams to help achieve their goals and targets.
• Participate in the updating and maintaining of internal process and procedure document

Requirements Critical Competencies:

• Excellent Excel skills: VLOOKUP's, pivot-tables, macros etc.
• Ability to set and manage priorities judiciously
• Project management & keen attention to detail
• Ability to professionally communicate with partners/clients to manage the work and set expectations
• Analytical, evaluative, and problem-solving abilities
• Ability to discern user requirements
• Ability to collaborate in a team-oriented environment

Experience:

• Experience with Microsoft/Google Suites & CRM database management
• Strong knowledge of the workings of account practice and related systems
• Intermediate to advanced experience executing the transition of data between technologies and tools
• Intermediate to Advanced experience with financial applications such as Xero, QBO, MYOB, Sage etc)
• Intermediate to advanced accounting or bookkeeping experience and knowledge

Core Perks and Benefits:

• HMO on your first day + Free coverage for 2 dependents on your 2nd year
• Government-mandated benefits
• 20 Annual Leave Credits
• 13th-month pay
• Birthday Leave
• Bereavement Leave

This position is exclusively open to Philippine citizens currently living in the Philippines. While remote work offers flexibility, please note that this role requires adherence to local regulations, making it suitable only for those based in the Philippines. We appreciate your understanding and look forward to receiving applications from qualified candidates who meet these criteria.

Onsite/Hybrid employee additional benefits:

• Travel Subsidy Allowance
• Free staff house accommodation (for those within a certain distance)
• Free Shuttle service
• Free Lunch
• Free Uniform
• Perfect attendance bonus

Additional benefits/perks to all employees:

• Onboarding training
• Performance-based salary increase
• Discretionary incentives based on client or individual performance
• Monthly employee engagement
• Birthday Gift
• Weekly treats
• Christmas Hamper
• Anniversary Gift
• Opportunity to travel

Know someone who'd be perfect for this role? Refer them to us through the link below and get rewarded via Gcash for every successful hire:
[https://rb.gy/u35c6>

• Grad trainees, junior, entry-level, and admin positions: PHP 3,000
• Intermediate positions: PHP 5,000
• Senior and hard-to-fill positions: PHP 8,000

Send them our way, and let's win together!

Check our website to see more:
[https://thebackroomop.com/>

And our Facebook page if you want more:
[https://www.facebook.com/TheBackRoomOP>

And here's the link to our Glassdoor page, where you can see what our team members have to say about us:
[https://www.glassdoor.com/Reviews/The-Back-Room-Philippines-Reviews-E3846636.htm>

Get the word out!