Systems and 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

Systems and Data Support Specialist

Location: Remote (US)

The Systems and Data Support Specialist supports Kesef's bookkeeping business systems while ensuring the accuracy, integrity, and security of organizational and client data. This role serves as a resource for supporting financial reporting, data coordination, AI/automation initiatives, and system needs. This position requires strong communication skills, initiative, technical aptitude, and the ability to work collaboratively across multiple teams and leadership levels while maintaining exceptional attention to detail and meeting consistent deadlines.

What You'll Do:

Financial Operations Support

• 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

General Operations Support

• 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.

What You'll Bring:

• 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.

Technical Skills

• Advanced proficiency in Microsoft Excel, formulas, lookups, and data analysis.
• Proficiency with Microsoft Office 365 applications.
• Familiarity with using AI tools like ChatGPT or Claude.
• Experience with QuickBooks Online, CRM systems, and cloud-based business applications preferred.
• Experience with Monday.com or similar project management platforms preferred.
• Ability to quickly learn and effectively utilize new technologies.

Preferred:

• Experience in financial and synagogue operations.
• Accounts Payable, General Ledger and Payroll and pension experience
• Experience with data management, automation, workflow optimization, or business intelligence.
• Experience with QuickBooks Online, Monday.com, or similar cloud-based business systems preferred

Work Authorization Notice:

Candidates must be authorized to work in the United States for the duration of employment without requiring current or future employer sponsorship of any kind, including but not limited to OPT, STEM OPT, H-1B, or any other visa classification.

The Company offers a comprehensive employee benefits program, including:

• Medical, dental, and vision insurance options
• 100% Employer paid short/long term disability
• 100% employer-paid Basic Life and AD&D insurance
• 401(k) retirement plan with a 100% company match up to 4%
• Flexible paid personal/vacation time built on mutual trust and accountability
• 10 sick days annually
• 10 company paid holidays
• 12 weeks paid parental leave

Salary Range Disclosure

The base range represents the low and high end of the TogetherWork salary range for this position. Actual salaries will vary and may be above or below the range based on factors including, but not limited to location, experience, and performance. The range listed is just one component of TogetherWork's total compensation package for employees. Other rewards may include discretionary bonuses, long term incentives, a flexible paid vacation/personal time policy, 6 weeks paid parental leave and more.

Salary Range

$57,000 - $68,000

Inclusion and Diversity:

TogetherWork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. TogetherWork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws.

Interview Process & Expectations

Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews.

To ensure a fair and consistent interview experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual's judgment, problem-solving approach, and communication.