Remote Systems & Data Support Specialist

Togetherwork; United States; Remote; USD 57,000 - 68,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Employer-paid disability insurance

Employer-paid Life and AD&D

401(k) with company match up to 4%

Flexible paid time off

10 sick days

10 holidays

12 weeks parental leave

Job summary

TogetherWork is seeking a Systems and Data Support Specialist to optimize Kesef’s bookkeeping business systems, ensuring data accuracy, security, and timely reporting. The role supports financial reporting, data coordination, AI initiatives, and cross-team collaboration with strong attention to detail.

The ideal candidate has a degree in accounting or information systems and at least three years of related experience, with hands-on work in QuickBooks Online, CRM systems, and Monday.com.

Qualifications

• Bachelor's degree in Accounting, Information Systems, Business Administration or a related field, or an equivalent combination of education and experience.
• Minimum of three years of experience in accounting, bookkeeping, financial operations, business systems support, or data management.
• Experience supporting business applications, system implementations, or enterprise software.
• Experience with reporting, automation initiatives, or business intelligence solutions preferred.
• Experience providing technical support and training to end users.

Responsibilities

• Assist with new client onboarding activities and internal system setup.
• Set up and maintain client bank account integrations with QuickBooks Online and Kesef's secure password management system. Troubleshoot integration issues coordinating with clients and their financial institutions.
• Set-up and maintain client payroll account integrations with QuickBooks Online and Kesef's secure password management system. Troubleshoot integration issues coordinating with clients and their payroll vendors.
• Support Payroll and Pension Department during annual set-up, peak processing times and end of year reporting.
• Troubleshoot software integration problems, working with clients, client vendors, and internal teams to resolve issues promptly.
• Assist with set-up and maintenance of financial reporting dashboards
• Assist all areas with financial/client data related projects
• Maintain Monday.com board folders and perform periodic back-up and clean-up initiatives.
• Periodic back-up of key Monday boards
• Maintain client contact list by updating in Monday CRM and newsletter mailing list software.
• Maintain Monday board for the legacy client renewal project
• Support organizational AI/automation initiatives.
• Help with workflow documentation creation and maintenance
• Assistwith newsletter and other special client communications
• Retrieve membership and contract data for billing manager, as needed
• Provide operational and systems support across all departments, as needed.

Skills

Accounting experience

Data management

Technical support

End-user training

Communication skills

Education

Bachelor's degree in Accounting/IS/Business Admin

Tools

Microsoft Excel

Microsoft Office 365

AI tools (ChatGPT/Claude)

QuickBooks Online

CRM systems

Mon da y.com

Job description

TogetherWork is seeking a Systems and Data Support Specialist to optimize Kesef’s bookkeeping business systems, ensuring data accuracy, security, and timely reporting. The role supports financial reporting, data coordination, AI initiatives, and cross-team collaboration with strong attention to detail.

The ideal candidate has a degree in accounting or information systems and at least three years of related experience, with hands-on work in QuickBooks Online, CRM systems, and Monday.com.