Technical Ops Workflow Specialist

My Staff Your Staff is a premier outsource provider for medium to large scale Construction Companies. Our primary focus is Construction Project Assisting with Controllership services. We become the Clients' entire back-office support to include daily real-time accounting functions, Project assistance, and Technical support automation & integrated Apps. We have been in business for over 25 years, and are looking to start scaling our services in a big way. We are looking for the right talent to fulfill our Technical Operations Workflow Specialist/Project Assistant and to own and grow this department. Technical skills in the QBO eco-system will be a plus. My Staff Your Staff is seeking a talented, experienced, and motivated individual to help strengthen our Project Assisting team and Accounting team. We are looking for a top performer who wants to join a dynamic, fun Remote Staff. Must have a real working office environment, and not working from the kitchen table or bedroom desk. We are a completely paperless office, so Dual Monitors is an essential requirement. Responsibilities · Develop quality workflow for operations within the Project Management system, utilizing today’s Ai tech stack. (Claude, ChatGPT, Viktor, Dext). · Assist with Budgeting, Job cost Tracking, Change Order Corrections, and Invoice processes, to include receipt intake management and processing, via download, import/export into JobTread PM app · Coordinate new client Onboarding processes and Client success within our “MyStackYourStaff” tech stack. Onboarding new clients to integrate JobTread PM App and QBO systems to include mapping of item coding/customer and vendor files to ensure smooth sharing of data tables · Coordinate New Jobs, Enter Estimates/Track Budgets in JobTread PM app · Vendor Portal and Vendor bills into JobTread PM app · Maintain organized project files in accordance with our company standards and compliance requirements within our tech stack eco-system · Coordinate Job Billings, Customer deposits, and Change Orders via JobTread app. · Correct errors, and maintain data sync integrity between integrated apps, (QBO, JobTread). · Monitor Slack for all error exceptions to intervene and ensure client success within the JobTread PM system and understanding how integrated apps are impacted by changes. · Proactively discover and solve client issues while managing day-to-day relationships. Serve as a liaison between office staff, field teams, and customers to ensure timely deadlines are met for processing times and JobTread applications. · Help resource on “How To” enter transactions, create views, dashboards, reports from JobTread app and Stay on the cutting edge of technologies and integrated applications. Implementing new rollout/updates from the JobTread app · Assist with Operational processes implementation and improvement and documentation of systems. · Maintain and strengthen internal control and safeguards for Client JobTread PM app. · Document processes and policies for various Project Assisting functions · Prepare reports by collecting, analyzing, and summarizing operational data · Complete weekly and ad-hoc (on-demand, one off) costing and margin reports Qualifications · 5 years, Construction/Remodeling Experience; · 3-5 years of cost accounting experience; strong attention to the little details. · Proficiency in MS Office products, including Excel, Word, and outlook/gmail programs. · Ability to perform technical research of complex issues and can work in a multi-window environment (Microsoft & Chrome). · Ability to perform and prioritize multiple tasks and meet deadlines while maintaining accuracy and quality · Keen analytic, organizational and problem solving skills · Critical thinking skills · Strong customer service skills and good verbal comm…

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