Xero Migration Specialist

Want to be part of a community that focuses on work-life balance, provides competitive salary and fantastic opportunities?

The 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 Xero Migration Specialist to work with a global team offering services related to data migration from one accounting platform to another.

The purpose of this role 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 objective. Ample training will be provided, and the role sits within a supportive team.

You will need exceptional data manipulation skills, be process-driven, have a passion for client relations, and possess a sound understanding of the accounting industry. This is an ideal opportunity to make a difference by supporting clients as they grow their online business strategy.

What You’ll Do

• Assist partners with the migration of various datasets, including conversion balances, historical comparatives, transactional data, client list data, tax data, and other data types
• Handle partners’ conversion processes, including technical queries and escalations
• Manage the bulk loading of partners’ client organizations
• Liaise with internal stakeholders, including the Partner Consulting and Sales teams, ensuring proper expectation management
• Engage in regular virtual or phone meetings with relevant internal Xero staff, including partner consultants and account managers
• Handle 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

Success Looks Like

• Data migration projects are completed in a timely manner and are error-free
• Proactively upskilling across all team competencies
• Work requests are processed and turned around within agreed timescales
• Related internal teams are supported to help achieve their goals and targets
• Active participation in updating and maintaining internal process and procedure documents

What You’ll Bring With You

Critical Competencies

• Excellent Excel skills, including VLOOKUPs, pivot tables, macros, and related functions
• Knowledge of accounting principles and systems
• Strong communication skills, both written and verbal
• Process-driven mindset with a strong sense of ownership
• High level of initiative and ability to work autonomously
• Strong attention to detail

Experience

• Intermediate to advanced experience with financial applications such as Xero, QBO, MYOB, Sage, and similar platforms
• Extensive experience with spreadsheet systems, particularly Microsoft Excel
• Knowledge of the workings of an accounting practice and related systems is an advantage
• Qualification in accounting or bookkeeping

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
  

Work Flexibility:

• Work From Home

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. We appreciate your understanding and look forward to receiving applications from qualified candidates who meet these criteria.

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 to all employees

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

Know someone who'd be perfect for this role? Refer them to us through the link below and get rewarded via Gcash for every successful hire:

https://rb.gy/u35c6

• 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

Send them our way, and let's win together!

Check our website to see more:
https://thebackroomop.com/

And our Facebook page if you want more:
https://www.facebook.com/TheBackRoomOP

And here's the link to our Glassdoor page, where you can see what our team members have to say about us:https://www.glassdoor.com/Reviews/The-Back-Room-Philippines-Reviews-E3846636.htm

Get the word out!