Implementation Specialist
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Job Description
Implementation Specialist onboarding new clients for CAS, which supports US accounting firms and businesses. Managing launch workflows, early success, documentation, and retention remotely.
Responsibilities:
- Serve as the first point of contact for new CAS clients
- Support US accounting firms and businesses during implementation
- Run onboarding calls and explain how working with CAS works
- Ensure setup and account details are complete and accurate
- Coordinate with sales and placement teams to flag early concerns
- Check in during clients’ first months and respond to questions
- Help clients realize value quickly and build partnership confidence
- Support strong client retention after implementation
- Create guides, videos, and current onboarding documentation
- Collect client feedback and pain points for service improvement
- Document best practices and improve internal workflows
- Follow onboarding quality, security, privacy, MFA, and least-privilege practices
- Collaborate through Slack, Zoom, shared task boards, and review cycles
Requirements:
- Accounting or bookkeeping experience, or a strong background from an adjacent field with clear aptitude and enthusiasm for the space
- 2 to 3 years in a customer-facing role such as client services, onboarding, or customer success
- Clear written and spoken English, with the ability to explain complex ideas simply
- Strong attention to detail and a client-first mindset
- Interest in process improvement, documentation, and operational efficiency
- Familiarity with tools like Slack, Notion, HubSpot, or Salesforce
- Organized, responsive, and able to manage multiple onboardings at once
- Comfortable working US business hours (or overlap) from home
- Full-time exclusivity; must not hold other part-time or freelance engagements once hired
- Must provide required employment verification and applicable clearance/background documentation
- Must comply with reference checks and company monitoring practices using ActivTrak
- Must be available and willing to work a U.S. time zone shift
- English resume/CV or LinkedIn profile submission
Benefits:
- Permanent remote work
- Full company equipment provided (laptop, monitor, accessories)
- 15 days PTO annually plus local holidays off
- Guaranteed annual increases
- Referral rewards up to $1,000
- Monthly flexible stipend (CAS Flex Perks)
- Structured onboarding and support
- Culture that actually shows up
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