Technical Integration Specialist

Job Summary

Leading customer migration initiatives, the full-time Technical Integration Specialist will manage discovery conversations, execute full-cycle migration consultations, and translate complex technical information for stakeholders, all while working remotely.

Key Responsibilities

• Lead discovery conversations to understand customer environments, workflows, and migration goals
• Run full-cycle migration consultations via Zoom, including scoping, recommending, executing, and closing
• Validate migration outcomes and document remaining risks, ensuring clear communication of next steps

Required Qualifications

• 2+ years in a consultative customer-facing role such as implementation, onboarding, or customer success
• Strong discovery and needs-assessment instincts with the ability to ask probing questions
• Experience facilitating conversations with executives and C-level stakeholders
• Familiarity with accounting software like QuickBooks or Xero is a plus
• Experience with Salesforce, Asana, or Zendesk is helpful