QuickBooks Online Specialist
Novi AMS helps associations amplify the impact they create for their members and industries. Our Customer Experience team is central to that mission — and we’re hiring a QuickBooks Online Specialist.
If you have an accounting or bookkeeping background, and are ready to leave the books behind and apply your expertise to help hundreds of associations, this might be the perfect role for you. As a customer-facing role, the ideal candidate should love collaborating and educating others as much as they love solving puzzles.
What Drives Us
Building community and fostering collaboration is one of our guiding principles. Our primary mission is to help associations by providing them with tools to amplify the change they make within their own industries. We have a relentless drive to improve the lives and experiences of the customers we serve.
"What truly excites me about working at Novi are the connections we build, not just within our team, but also with our customers. There's no greater feeling than hearing feedback that we have made a positive impact on people's lives.”
Where We’re Going
Every day, our team rises with excitement and the mission to help our customers continue to solve problems. We’re proving that with the right people and the right tools, we can continue to make an impact not just for associations, but for the world.
No Barriers – Remote Work
Our company culture is important to us and we want to work with the best talent in the world to support our vision, regardless of location. We can’t let geographic barriers prevent us from great things when we’re on a mission to make a positive impact on society!
Learn More About Our Company Culture
General Position Description
What You’ll Do...
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Act as a subject matter expert about QuickBooks Online and Novi’s integration with QuickBooks, internally with the team and externally with customers
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Address customer support questions related to QuickBooks Online and our integrated payment processors through our Conversational Relationship Platform (CRP), Intercom
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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
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Host educational deep dives with customers on how the QuickBooks/Novi integration works (e.g., sales receipt vs. invoice, accounts vs. items, etc.)
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Lead ongoing training for both internal team and customers on best practices with QuickBooks set up, recent feature updates, etc
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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
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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 QuickBooks Online
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This position will not include:
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Bookkeeping for our customers or Novi
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Providing accounting advice to customers or consulting on customer books
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What You Bring...
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Deep QuickBooks Online expertise — you're the person others come to with the weird questions (Desktop experience welcome; QBO certification a plus)
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Accounting/bookkeeping background in or adjacent to the association space — CFO, accounting manager, controller, or self-taught finance lead at a small association
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Comfortable and excited being highly customer-facing with live calls, screenshares and walking customers through troubleshooting in real time
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A genuine love of solving puzzles, finding root causes and teaching the answer to others who may not have bookkeeping knowledge
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Someone who isn't afraid to dive into technical issues and curiosities, but not necessarily with developer/designer level skills
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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.
Why Join Novi?
- 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).
More Details
The starting salary for this position is $70,000, with potential adjustments based on your experience. We also offer a highly competitive benefits package as part of our comprehensive compensation package that includes fully paid family health, dental, and vision insurance as well as a 401k match.