Remote Partner Specialist and Education Coordinator

June 5, 2024

Job Description

FreshBooks, a top-tier cloud-based SaaS accounting software, is dedicated to aiding the growth of small businesses. Achieving unicorn status by surpassing a $1 billion valuation, we are continuously expanding to cater to business owners, clients, and accountants across 160+ countries. With a globally dispersed team of FreshBookers, our focus remains on fostering connections within a people-centric work environment. Our diverse teams operate in various work settings, including fully remote and hybrid setups, prioritizing what suits the team’s dynamics and the community we serve.

The Opportunity – Partner Specialist & Education Coordinator

As the Partner Specialist & Education Coordinator, you’ll play a pivotal role in supporting FreshBooks’ Accounting Partner Program. Your primary objective will be to deliver exceptional experiences daily for our partners—both certified and pre-certified accounting professionals and bookkeepers. This involves cultivating and enhancing a deep understanding of FreshBooks while ensuring optimal partner engagement.

You’ll collaborate closely with the Accountant Channel team and partners to meet marketing channel objectives, actively educating and advocating for partners throughout their certification journey. Additionally, your responsibilities will entail developing and managing partner resources, training materials, and educational content to bolster the success of the Accountant Channel program.


  • Guide Accounting Partners in maximizing the utilization of FreshBooks’ features, offering support through various channels.
  • Become a subject matter expert in FreshBooks Accounting, sharing knowledge effectively and creating valuable content for partners.
  • Provide dedicated premium support to partners for product-related inquiries and assistance.
  • Collaborate with the Accountant Channel Team to address partner queries and escalations effectively.
  • Assist the Accounting Product Manager in building strong relationships across departments within FreshBooks.
  • Develop training materials for the Support team and contribute to content creation for newsletters and other resources.
  • Collaborate with the Support Quality Analyst to enhance customer satisfaction initiatives.


  • Bachelor’s degree in accounting or related field.
  • Two years of professional experience in bookkeeping or accounting.
  • Strong grasp of Generally Accepted Accounting Principles (GAAP).
  • Passion for assisting and educating others.
  • Proficiency in Accounting Software such as FreshBooks.
  • Excellent communication, presentation, and customer service skills.
  • Expertise in troubleshooting accounting issues within Accounting Software like FreshBooks.

Desired Skills and Experience:

  • CPA designation or in-progress.
  • Experience collaborating cross-functionally with departments like marketing or sales.
  • Background in providing customer support to self-employed professionals.
  • Dedication to delivering empathetic and solution-oriented support.
  • Proven ability to build rapport and maintain meaningful customer relationships.
  • Interest in mastering product knowledge in Accounting Software and learning management tools.

Our Commitments to You:

At FreshBooks, every individual’s opinion is valued, and their impact on over 10 million small business owners worldwide is recognized. We offer opportunities for career acceleration, meaningful project involvement, and collaborative teamwork. Here’s how we reward and recognize our full-time employees:

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Even if you don’t meet every requirement listed, we’re eager to learn more about you and why you believe FreshBooks is the next step in your career. FreshBooks is an equal opportunity employer, fostering an environment of mutual respect and inclusion. We provide employment accommodation during the recruitment process and prioritize diversity and accessibility.

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