FieldPulse
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FieldPulse is a fun, dedicated, and growing team that is building modern applications for small home service businesses (plumbers, electricians, HVAC, specialty contractors, etc.) to help organize and run their business operations. We're here to ensure all trade service businesses have the tools they need to succeed. FieldPulse continues to lead the way with hard work, creativity, and a dash of humor and fun.
Key Responsibilities Technical Onboarding & Configuration
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 expedite integration defects, edge cases, and usability issues.
Create internal documentation for Implementation and Success to reduce reliance on Support escalation.
Cross‑Functional Collaboration
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 onboarding.
Core Competencies
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
Ideal Background
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
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.
Seniority level: Mid‑Senior level. Employment type: Full‑time. Job function: Customer Service and General Business. Industries: Software Development.
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FieldPulse is a fun, dedicated, and growing team that is building modern applications for small home service businesses (plumbers, electricians, HVAC, specialty contractors, etc.) to help organize and run their business operations. We're here to ensure all trade service businesses have the tools they need to succeed. FieldPulse continues to lead the way with hard work, creativity, and a dash of humor and fun.
Key Responsibilities Technical Onboarding & Configuration
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 expedite integration defects, edge cases, and usability issues.
Create internal documentation for Implementation and Success to reduce reliance on Support escalation.
Cross‑Functional Collaboration
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 onboarding.
Core Competencies
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
Ideal Background
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
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.
Seniority level: Mid‑Senior level. Employment type: Full‑time. Job function: Customer Service and General Business. Industries: Software Development.
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