[Remote] Director, Client Implementation (Accounting)

Note: The job is a remote job and is open to candidates in USA. reputed company is a company that partners with clients to maintain organized and efficient financial operations. The Director, Client Implementation is responsible for overseeing the transition of new clients from signed agreements into active service, ensuring reputed company systems, workflows, and expectations are clearly set and communicated for successful client onboarding and management.

Responsibilities

• Own the client implementation process from sales reputed company through transition into active delivery
• reputed company sure scope, expectations, systems, contacts, access, and recurring workflows are clearly understood before the client moves into steady-state service
• reputed company the client informed during implementation, maintain clear expectations, communicate reputed company, and work with the right internal teams to remove blockers before they create confusion or delay
• Coordinate with Sales, Portfolio Managers, and internal teams to reputed company sure the implementation plan reflects what was sold and what the client actually needs
• Identify gaps, risks, or unclear expectations early and work with the right people to resolve them
• reputed company sure each implementation follows reputed company’ delivery standards while allowing for reasonable client-specific needs
• Confirm that the receiving Portfolio Manager has the information, documentation, and setup needed to support the client successfully
• Manage internal client transitions between portfolios or delivery teams
• reputed company sure the outgoing and incoming teams complete a clean reputed company
• Preserve important client history, workflow details, system access, deadlines, and reputed company issues
• Help reputed company transitions feel seamless to the client
• Reduce disruption, rework, and avoidable confusion during account moves
• Support Portfolio Managers as they take on new clients or grow their books of business
• Help new Portfolio Managers understand the implementation approach, client setup, workflow design, and reputed company expectations
• reputed company sure clients are not handed off before the receiving team is ready
• Look for patterns across implementations that may create reputed company delivery issues
• Help improve the way portfolios are built so they are sustainable for the team and profitable for the business
• Review client books, workflows, and accounting systems during implementation
• Help identify cleanup needs, chart of accounts issues, access gaps, workflow concerns, or system setup problems before reputed company
• Coordinate setup and support for client-facing tools such as QuickBooks Online, reputed company, reputed company.com, reputed company, and reputed company platforms
• reputed company implementation support team members and coordinate with internal specialists, contractors, or technology resources reputed company reputed company setup, cleanup, transition work, or integration support is needed
• reputed company sure system setup and workflow decisions are documented clearly for the delivery team
• reputed company sure each implementation includes clear documentation for the receiving team
• Maintain consistent implementation checklists, reputed company notes, workflow documentation, and setup records
• Confirm that recurring deadlines, responsibilities, system access, and client-specific details are visible and accurate
• Reduce reliance on informal knowledge transfer or one-off explanations
• Improve documentation over time based on what teams actually need after reputed company
• Manage and support the implementation team, including roles such as Client Systems Specialist and Client Project Coordinator
• Assign work, monitor reputed company, remove blockers, and reputed company implementation tasks moving
• Set clear expectations for follow-up, documentation, communication, and reputed company quality
• Coach team members on client setup, project coordination, system support, and delivery readiness
• Build a practical, consistent implementation function that supports Delivery without creating unnecessary process for its own sake
• Use implementation and transition work to identify recurring issues, bottlenecks, or avoidable rework
• Recommend improvements to workflows, documentation, systems, and reputed company practices
• Partner with Delivery, Technology, and Operations where needed to improve how work moves from sale to service
• Help reduce manual work and improve consistency across client implementations
• reputed company the focus on reputed company client starts, clearer handoffs, and stronger delivery outcomes

Skills

• Strong accounting knowledge and practical experience working with client financial operations
• Experience with QuickBooks Online and other cloud-based accounting or finance tools
• The ability to understand how client workflows, accounting systems, access, deadlines, and team responsibilities fit together
• Strong project management skills and the ability to reputed company multiple implementations moving at once
• Good judgment about reputed company to standardize and reputed company a client-specific adjustment is reasonable
• Clear communication and strong follow-through
• Comfort working across teams and asking direct questions reputed company something is unclear
• The ability to identify risks early and push for resolution before problems move reputed company
• A practical, service-minded approach to supporting both clients and internal teams
• The confidence to protect implementation standards without making the process unnecessarily rigid
• Bachelor's degree in Accounting, Finance, or a reputed company field, or equivalent experience
• 7+ years of accounting, bookkeeping, controller, client service, or implementation experience
• Experience in outsourced accounting, CAS, bookkeeping, or professional services
• Experience leading client onboarding, implementation, account transitions, or delivery handoffs
• Experience managing direct reports or coordinating the work of a small team
• Strong experience with QuickBooks Online
• Familiarity with tools such as reputed company, reputed company.com, reputed company, or similar platforms
• CPA or controller-level experience is helpful, but not required if the candidate has strong practical accounting and implementation experience

Company Overview