Accountant - Implementation Specialist

Our client, a fast-growing Cloud-Based Accounting software company, is looking for an Accountant - Implementation Specialist, with 2-5 years of Accounting experience. CPA or currently working toward completion is preferred.

In this role, you will foster relationships with new clients, and act as a point of contact to understand the clients’ needs and provide guidance to optimize their experience.

We are looking for an intuitive individual that thrives in building relationships with clients by delivering real business benefits.

Highly organized, excellent communicator, strong presentation and customer relationship-building skills, the ideal candidate will be capable of focusing on small, medium, and enterprise-level accounts.

You have business acumen, accounting and project management knowledge, professional adaptability, and confidence, are articulate, and are instinctive and sensitive to clients' needs.

Responsibilities:

• Assist with advanced feature implementations added to client accounts.
• Provide ongoing support to the Sales team and Customer Success team in building relationships on key accounts.
• Provide clients with ongoing training to ensure they have the knowledge needed to navigate the platform effectively.
• Onboard, train, and manage new clients.
• Assist with the setup of the client’s new projects within the application.
• Understand business processes and requirements to assist in becoming an industry expert.
• Assist the Management team with developing and implementing retention plans and proactively recognize churn risks.
• Conduct business reviews with clients to assure we are meeting/exceeding expectations.
• Collect feedback to make relevant recommendations for future feature/product developments.
• Assist in writing training guides, videos and help articles to support training/support efforts.

Who you are

• You have very strong written and verbal skills.
• You have a high degree of personal accountability and integrity.
• You are a problem solver by nature, and you think outside the box to get the job done.
• You have excellent organizational and time management skills.
• You have a natural ability to build authentic, long-term relationships with clients.
• You are a quick learner (especially with technology) who thrives in a fast-paced environment.
• You have a proven record and can identify new opportunities, recognize pain points, and present solutions.

Qualifications:

• 2-4 years in a Customer Success or Account Management role.
• 2-4 years in an Accountant/Controller Role – CPA preferred or Project Management.

ggiggin would like to thank all applicants, however, only those who qualify for an interview will be contacted.