Technical Workflow Specialist-Construction

Virtual Construction Controllers - A MSYS Company; Town of Texas (WI); Remote; USD 65,000 - 90,000; Full time

Benefits offered by this job

Remote work

Job summary

Virtual Construction Controllers - A MSYS Company is seeking a Technical Operations Workflow Specialist/Project Assistant to own and grow the department. Remote work with a focus on integrating JobTread PM App and QBO, onboarding clients, and optimizing operational workflows using Ai tools.

You will coordinate project billing, cost tracking, change orders, and data integrity across connected apps while supporting client success and efficient onboarding.

Qualifications

• 5 years, Construction/Remodeling experience.
• 3-5 years cost accounting experience; strong attention to detail.
• Proficient in MS Office (Excel, Word, Outlook/Gmail).
• Ability to perform technical research in a multi-window, multi-priority environment.
• Strong analytical, organizational, and problem-solving skills; critical thinking.
• Strong customer service and verbal communication skills.

Responsibilities

• Develop quality workflow for operations within the Project Management system using Ai tools.
• Job cost tracking, change orders, and invoice processes with data transfer to JobTread PM app.
• Coordinate new client onboarding and client success within MyStackYourStaff tech stack.
• Onboard clients to integrate JobTread PM App and QBO systems and map codes/files.
• Coordinate new jobs awarded tracking in JobTread PM app.
• Maintain organized project files per company standards and compliance.
• Coordinate job billings, customer deposits, and change orders via JobTread.
• Correct errors and maintain data sync between QBO and JobTread.
• Monitor Slack for errors and intervene to ensure client success.
• Proactively solve client issues and manage day-to-day relationships.
• Serve as liaison between office, field, and customers to meet deadlines.
• Create views, dashboards, and reports from JobTread and stay updated on tech.
• Implement new rollouts/updates from JobTread app.
• Develop and improve back-office operations and processes.
• Maintain internal controls and safeguards for JobTread PM app.
• Document processes and policies for project assisting functions.
• Prepare reports by collecting, analyzing, and summarizing operational data.
• Complete weekly and ad-hoc costing and margin reports.

Skills

Cost accounting

Construction industry

MS Office

Analytical thinking

Multitasking

Customer service

Job description

We have been in business for over 25 years, and are looking to start scaling our services in a big way. We are looking for the right talent to fulfill our Technical Operations Workflow Specialist/Project Assistant and to own and grow this department. Technical skills in the QBO eco-system will be a plus. We are looking for a top performer who wants to join a dynamic, fun Remote Staff.

Responsibilities

• Develop quality workflow for operations within the Project Management system, utilizing today's Ai tech stack. (Claude, ChatGPT, Viktor, Dext).
• Job cost Tracking, Change Order corrections, and Invoice processes, to include receipt intake management and processing, via download, import/export into JobTread PM app
• Coordinate new client Onboarding processes and Client success within our "MyStackYourStaff” tech stack.
• Onboarding new clients to integrate JobTread PM App and QBO systems to include mapping of item coding/customer and vendor files to ensure smooth sharing of data tables
• Coordinate New Jobs awarded tracking in JobTread PM app
• Maintain organized project files in accordance with our company standards and compliance requirements within our tech stack eco-system
• Coordinate Job Billings, Customer deposits, and Change Orders via JobTread app.
• Correct errors, and maintain data sync integrity between integrated apps, (QBO, JobTread).
• Monitor Slack for all error exceptions to intervene and ensure client success within the JobTread PM system and understanding how integrated apps are impacted by changes.
• Proactively discover and solve client issues while managing day-to-day relationships.
• Serve as a liaison between office staff, field teams, and customers to ensure timely deadlines are met for processing times and JobTread applications.
• Help resource on “How To” enter transactions, create views, dashboards, reports from JobTread app and Stay on the cutting edge of technologies and integrated applications.
• Implementing new rollout/updates from the JobTread app
• Operations and Back office process development, implementation and improvements.
• Maintain and strengthen internal control and safeguards for Client JobTread PM app.
• Document processes and policies for various Project Assisting functions
• Prepare reports by collecting, analyzing, and summarizing operational data
• Complete weekly and ad-hoc(on-demand, one off)costing and margin reports

Qualifications

• 5 years, Construction/Remodeling Experience;
• 3-5 years of cost accounting experience;strong attention to the little details.
• Proficiency in MS Office products, including Excel, Word, and outlook/gmail programs.
• Ability to perform technical research of complex issues and can work in a multi-window multi-priority environment (Microsoft & Chrome).
• Ability to perform and prioritize multiple tasks and meet deadlines while maintaining accuracy and quality
• Keen analytic, organizational and problem solving skills, Critical thinking skills
• Strong customer service skills and good verbal communication skills.