Xero Data Migration Specialist
Job details
Want to be part of a community that focuses on work-life balance, provides competitive salary and fantastic opportunities? Backroom Offshoring Inc. is a KPO company experiencing strong dynamic growth and we want you to be part of it! Located at One West Aeropark in Clark Pampanga, a world-class building with top facilities, a conducive work environment is guaranteed! Role Description 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’s purpose is to assist accountants and bookkeepers in migrating their client data to a cloud-based accounting platform. 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 manipulation skills, be process driven, have a passion for client relations, and have a sound understanding of the accounting industry. This is an ideal opportunity to make a difference supporting clients to grow their online strategy for their business. What you’ll do
- Assist partners with migration of various data sets, including conversion balances, historical comparatives, transactional data, client list data, tax data, and other data types.
- Handle partners’ conversion process, including technical queries and escalations
- Handle the bulk loading of partners’ client organizations
- Liaise with internal stakeholders including the Partner Consulting and Sales teams, including expectation management
- Engage in a regular virtual or phone meetings with the relevant internal Xero staff including partner consultants and account managers
- Handling partner queries and escalations when necessary
- Update Xero’s CRM system with all activity
- Respond in a timely manner to all work requests and internal enquiries
- Manage inbound work requests from internal customers
- Complete data migration projects in a timely manner that is error free.
- 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 documents.
- Excellent excel skills: VLOOKUP's, pivot-tables, macros etc.
- Knowledge of accounting principles and systems
- Strong communication skills (written and verbal)
- Process driven and takes ownership
- Loads of initiative and ability to work autonomously
- Strong attention to detail
- Qualification in accounting or bookkeeping
- Intermediate to Advanced experience with
- Financial Applications such as Xero, QBO, MYOB, Sage etc)
- Extensive experience with spreadsheet systems, in particular Microsoft Excel
- Knowledge of the workings of an accounting practice and related systems is a plus.
- 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
- Hybrid or WFH setup option, subject to client approval
- Travel Subsidy Allowance
- Free staff house accommodation (for those within a certain distance)
- Free Shuttle service
- Free Lunch
- Free Uniform
- Perfect attendance bonus
- 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
- 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
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