Salary, bonus (10k), equity
NO visa sponsorship
There is a strong preference for candidates in the Pacific time zone, though candidates on the East Coast are also considered.
💰 Selling points
They are looking for an Implementation Specialist with 2–3 years of experience in a customer-facing SaaS role. This position functions similarly to an SMB-focused Customer Success Manager, guiding small to mid-sized bookkeeping and accounting firms through their first 90–100 days on the platform.
The ideal candidate is proactive, coachable, and thrives in a structured individual contributor role. You will serve as the primary point of contact for new customers, ensuring they are fully onboarded and positioned for long-term success.
Conduct onboarding and training calls to help new customers quickly realize product value
Initial onboarding call (1 hour via Zoom) focused on setup and foundational training
Follow-up sync calls (15–45 minutes) covering advanced setup, feature training, team enablement, and product updates
Manage the full implementation lifecycle for a portfolio of SMB bookkeeping or accounting firms (typically serving 10–50 clients monthly) during their first 90–100 days
Serve as the primary point of contact during onboarding, driving strong engagement and high renewal rates
Capture customer feedback and feature requests to inform product improvements and internal process enhancements
2–3 years of experience in a customer-facing SaaS role (Customer Success, Onboarding, or similar)
Experience working with accounting or bookkeeping clients preferred
Prior onboarding or training experience with SMB customers
Experience at an early-stage startup is a plus
Familiarity with bookkeeping/accounting software (e.g., QuickBooks, Xero) is a strong plus
Highly coachable and open to feedback
Excellent communication and customer-facing skills
This is an opportunity for a detail-oriented, customer-focused professional to play a key role in onboarding and retaining SMB clients at a growing fintech startup.
...Role Overview As a Graphic Design Expert, you will play a pivotal role in shaping the future of AI by sharing your creative process and expertise. This position offers a unique opportunity to lead design projects from concept to completion, showcasing not only your final...
...professional to join its Claims team as a Claims Adjuster III, with a particular focus on... ..., third-party administrators, vendors, insurers, and leadership across the organization... ...environment while also able to work independently. An Overview of FCCS. Our Expertise...
...partner for healthcare providers nationwide. Essential Duties: Under the general supervision of the Director of Sales, the Clinical Liaison is responsible is a key representative for cultivating quality relationships inside multiple medical facilities, being visible...
...assist drivers with safely transporting passengers to and from schools, medical appointments, and other designated locations. The aide rides inside the vehicle and is responsible for monitoring passenger safety, assisting with behavior support, and ensuring a calm and...
...REQUIREMENTS: Experience with unit testing, release procedures, coding design and documentation... ...Information Technology solutions using Python Responsible for documentation of the... ...reviews and maintenance of internally developed applications, evaluation and performance...