Xero Data Migration Specialist

Join our dynamic team at The Back Room Offshoring Inc., a leading KPO company that prioritizes work-life balance and offers exceptional growth opportunities. We're seeking a skilled Xero Data Migration Specialist to play a key role in our global team, providing top-notch data migration services to Accounting Businesses (ABs) and Small to Medium-sized Businesses (SMBs) transitioning to Xero's cloud-based practice and tax tools.

In this role, you will work closely with our Partner Consulting and Go To Market (GTM) teams to deliver seamless migration experiences, leveraging your exceptional data management skills, process-driven approach, and passion for client relations. With ample training provided, you'll be part of a supportive team that values collaboration, innovation, and customer satisfaction.

Key Responsibilities

• Drive the migration process, configuring practice products, and assisting in implementing products for partners' clients, including bulk loading of various data types.
• Serve as the primary point of contact for ABs/SMBs, internal teams, and partners, handling technical queries and escalations.
• Engage in regular virtual or phone meetings with internal Xero staff, including partner consultants and account managers.
• Update Xero's CRM system with all activity and respond to work requests and internal inquiries in a timely manner.
• Manage inbound work requests from internal and external customers, ensuring efficient and effective resolution.

Success Metrics

• Deliver rapid and error-free data migrations from legacy systems into Xero.
• Upskill yourself across all team competencies, demonstrating initiative and a commitment to growth.
• Process work requests within agreed timescales, ensuring high-quality results and customer satisfaction.
• Support related internal teams in achieving their goals and targets, fostering a collaborative and productive work environment.
• Participate in updating and maintaining internal process and procedure documents, contributing to continuous improvement.

Requirements

Critical Competencies

• Excellent Excel skills, including VLOOKUPs, pivot tables, and macros.
• Ability to set and manage priorities judiciously, with strong project management and attention to detail.
• Professional communication skills, with the ability to manage work and set expectations with partners/clients.
• Analytical, evaluative, and problem-solving abilities, with a strong understanding of user requirements.
• Ability to collaborate in a team-oriented environment, with a focus on delivering exceptional customer experiences.

Experience

• Experience with Microsoft/Google Suites and CRM database management.
• Strong knowledge of account practice and related systems, with intermediate to advanced experience in data migration and financial applications (e.g., Xero, QBO, MYOB, Sage).
• 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.

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 for All Employees

• Onboarding training.
• Monthly employee engagement.
• Birthday Gift.
• Weekly treats.
• Christmas Hamper.
• Anniversary Gift.
• Opportunity to travel.

Note: 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.