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Who are we?
FrontierCFO is a cloud-based financial services start-up that focuses on supporting online accounting and CFO services for start-ups across Canada and the US. We leverage financial and technological automation allowing CEOs to focus on optimizing and scaling their business.
Our services include everything from full-cycle accounting (including payroll) to CFO and financial advisory services. We virtually integrate with our client’s teams to provide adaptive financial services and efficiently manage their day-to-day financial operations. We support our clients in budgeting and forecasting, KPI development and monitoring, cashflow management, fundraising rounds, M&A due diligence support, strategic planning, and compliance reporting (managing monthly sales tax, payroll compliance, and assisting in audits).
FrontierCFO is committed to client success and employee growth – we provide a fully remote and flexible environment with challenging work and plenty of opportunities to learn and grow. Since we are cloud-based, we are considering applicants from any region for this role; so long as you can legally work in Canada, are client-focused, and love working with technology, we are happy to get your application!
The role
FrontierCFO seeks a dynamic Client Onboarding & Tech Support Administrator to drive seamless client onboarding and provide daily support to our cloud-based team.
In this hybrid role, you’ll be the tech champion of our emerging start-up clients, guiding them through onboarding and ensuring a smooth transition to our cloud-based tech stack. When you’re not busy making new friends in the startup world, you’ll lend your expertise to our internal team, administering and maintaining our cloud-based applications. Your technical prowess and passion for client success will make you a valuable team member.
Key responsibilities will include:
Client Onboarding & Support – 50%- Understanding our client’s operations and business models to deliver a personalized setup
- Configuring cloud-based tech stack: Dext, Xero, Jeeves, Plooto, etc.
- Assisting with the creation and management of client and team member logins
- Configuring and setting up client work and details in Karbon HQ
- Communicating directly with clients regarding their tech setup and use
- Conducting client training – setting up face-to-face calls with primary client contacts to familiarize them with our core applications and processes (SharePoint, Karbon, Xero, Dext, etc.)
- Managing the transfer of all client-related logins and accounts during Client Offboarding
- Internal Application Administration & Tech Support – 50
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- Managing login and web app set-up for internal and client users
- Ongoing maintenance of client work items Karbon
- Troubleshooting and resolving technical issues as needed for internal and client stakeholders.
- Assisting the Internal Tech Support team with completing support tickets
- Working with the FrontierCFO Business Analyst to identify and implement opportunities for workflow improvement
- Creating documentation for your role-related processes related to internal and client-facing work
- Supporting the Internal Tech Support team with project work as required
Who we’re looking for:
- You have 1-2 years of experience in a technology/tech support role in a cloud environment.
- You have experience and proficient knowledge of a variety of cloud accounting tools and can apply an integrated tech stack to optimize efficiencies and minimize manual processes (e.g. Karbon HQ, Xero, Netsuite, Stripe, Plooto, Recurly, Shopify, Google Workspace, Slack, Microsoft PowerBI, Team, Microsoft 365, Dext, Visible, Hubdoc, BambooHR, Humi, Rise, Wagepoint)
- You give your clients peace of mind through your in-depth knowledge of data and cyber security best practices.
- You are a creative problem solver with a knack for troubleshooting issues swiftly and accurately.
- You are used to working in a virtual work environment and can easily collaborate while working remotely and asynchronously.
- You have an eagle eye and an unwavering commitment to detail.
- You have exceptional verbal and written communication skills and can effortlessly convey complex ideas to internal and external stakeholders through clear and concise language.
- You have an uncanny ability to quickly and proficiently understand and absorb new information in an environment of complexity and change.
- You self-manage your schedule, priorities and deadlines in a flexible way that aligns with your team.
- You find meaning in working in a tight-knit team and thrive when collaborating with and learning from those around you.
Bonus points for:
- Experience working in public practice or related accounting and finance industry
- Previous experience providing training for new applications & software solutions
What’s included in our total rewards package?
- A competitive salary, paid vacation starting at 3 weeks and unlimited personal days
- 100% employer-paid health insurance, health spending account, and an EAP
- Paid professional development and support through your CPA
- Company-provided equipment: a high-performing laptop, 2 monitors, all the peripherals
- The flexibility to work from anywhere in Canada
Applicants must hold a valid work permit and be a permanent resident or citizen of Canada.
FrontierCFO is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.
