About the Role
This position requires a unique blend of accounting knowledge, technical expertise, and strong attention to detail to maintain data integrity throughout the migration process.
Responsibilities:
- Own and manage end-to-end client implementations, ensuring a smooth and timely onboarding process.
- Collaborate with internal teams (Product, Engineering, Customer Success) and client stakeholders to define implementation plans and timelines.
- Analyze client business processes, especially accounting and finance workflows, and configure solutions to meet their needs.
- Guide clients through data migration, system integration, and user training across all levels.
- Monitor project milestones and deliverables, proactively addressing risks and issues.
- Assist with migration and reconciliations of large data sets from various systems.
- Facilitate connections in the customer’s environment with integration partners.
- Maintain clear documentation and provide regular status updates to clients and internal stakeholders.
Requirements
Qualifications:
- 5-7 years of experience with ERP or other accounting software implementation.
- Must be Certified Public Accountant
- Experience in accounting, finance, or experience working with ERP systems (e.g., NetSuite, SAP, QuickBooks, Sage, Oracle).
- Experience in SaaS or technology startups.
- Strong organizational and time-management skills; able to manage multiple projects simultaneously.
- Are comfortable operating in a fast-paced environment while keeping a high attention to detail.
- Have excellent communication skills with internal cross-functional teams and customers.
- Excellent communication and interpersonal skills with a client-first mindset.
- Experience working cross-functionally with technical and non-technical teams.
- Experience with ASC 606 & SaaS revenue recognition, a plus.
- Willing to work US hours from Monday to Friday