FieldPulse · 4 weeks ago
Technical Solutions Specialist
Dallas, TX
Full-time
Onsite
Mid LevelFieldPulse is a growing company that builds modern applications for small home service businesses. The Technical Solutions Specialist for QuickBooks Success is responsible for ensuring customers have a clean foundation for their QuickBooks connection, maintaining data stability, and providing technical expertise to enhance customer experience and operational efficiency.
ComputerSoftware
Hiring Manager
Virginia Wall
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
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
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
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
Divide responsibilities between functional setup and technical setup; ensure customer progress toward go-live
Consult on existing account issues, rebuilds, or workflow improvements
Reduce Technical Support load by handling data cleanup, QuickBooks issues, and technical escalations proactively
Surface patterns, defects, or experience gaps that slow down onboarding
Qualification
Required
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
Benefits
Covered Medical Insurance
Dental & Vision Benefits
Paid Parental Leave
Catered Lunches Monday-Friday
Class Pass, Netflix, HBO, Hulu, and Peloton subscriptions
401k
Company
FieldPulse
FieldPulse is an all-in-one application to run your mobile service business - available on iOS, Android, and computer WebApp.
Founded in 2015
201-500 employees
H1B Sponsorship
FieldPulse has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
Funding
Current Stage
Growth StageTotal Funding
$79.2MKey Investors
Fulcrum Equity PartnersSuperseed Ventures
2025-08-11Series C· $50M
2023-10-18Series B· $21M
2021-01-12Series A· $6M
Leadership Team
Alex Pinchev
Co-founder, Investor and Chairman
Recent News
vcnewsdaily.com
2025-08-19
alleywatch.com
2025-08-18
Dallas Innovates
2025-08-17
Company data provided by crunchbase