Role overview
The Implementation Specialist guides large accounting-firm customers through SaaS onboarding, data migration, configuration, and training. Combining project management, consulting, and change-management coaching, the role helps enterprise accounts reach value quickly and build lasting adoption of a practice-management platform.
Lead the Implementation Journey
- Own enterprise implementation plans, track milestones, and keep customer deliverables on schedule.
- Align executive sponsors, firm administrators, and end users on priorities, responsibilities, and accountability.
- Facilitate kickoff meetings, consultative process reviews, configuration workshops, and training tailored to each firm.
- Advise on workflow design, firm operations, and change management to strengthen adoption and business results.
- Coach customers through new processes, helping teams prepare for change and address resistance.
- Support accurate, complete imports of contacts and work items using Excel and other tools.
- Recognize emerging delays or adoption risks and intervene before they disrupt delivery.
- Coordinate handoffs and feedback with Sales, Customer Success, Product, and Support.
- Drive measurable outcomes that demonstrate customer ROI and establish a foundation for continued success.
- Use AI in daily implementation work, including ChatGPT and AI-driven workflow automations, to support project planning, customer communication, and process optimization.
Implementation Expertise
- Bring 3–5+ years of B2B SaaS implementation experience and at least two years of end-to-end technical implementation experience.
- Manage multiple customer projects confidently using strong project-management practices.
- Lead customer workshops and executive-level discussions, translating technical concepts into clear, actionable guidance.
- Listen carefully while constructively challenging customers to rethink established processes.
- Maintain accuracy, attention to detail, and reliable follow-through, especially during data migration and configuration.
- Adapt to changing circumstances and manage time independently in a remote environment.
Additional Experience That Helps
- Work in accounting or tax, or with workflow, accounting, or project-management software.
- Software onboarding or enterprise implementation experience.
- Knowledge of change-management frameworks.
- Experience in a startup or high-growth SaaS business.
- Deep practical knowledge of the practice-management platform being implemented.
Remote Work and Base Pay
The position is remote within the United States, with opportunities to collaborate internationally. The estimated base salary range is $90,000–$107,500 USD. Placement depends on location and local cost of living, experience, skills, and business needs; hiring at or near the upper end is not typical. Base salary is one component of compensation. Depending on the role, the overall package may also include a target bonus or equity.
Benefits
- Flexible paid time off, with employees encouraged to take three weeks each year.
- Company-paid medical, dental, and vision coverage for employees and eligible spouses or partners and dependents.
- Fully company-funded short- and long-term disability and life insurance.
- A 401(k) with company matching and a Flexible Spending Account.
- Up to eight weeks of paid parental leave and a work-from-home stipend.
- Professional development, ongoing feedback, and opportunities for internal advancement.
Recruitment accommodations are available on request. Applications are considered on capability and performance, and candidates whose experience does not match every criterion are encouraged to apply directly. Agency referrals are not accepted for this position.