Implementation Specialist

Job Summary

A company is looking for an Enterprise Implementation Specialist to manage client onboarding and ensure value realization from their platform.

Key Responsibilities

• Serve as project manager for client onboarding and maximize product value
• Lead regular client meetings including kick-off and training sessions
• Assist clients in importing data into the platform using Excel tools

Required Qualifications

• Experience managing multiple projects simultaneously
• Familiarity with virtual meetings via Zoom
• Strong Excel skills for data management
• Background in accounting or tax industry is a plus
• Experience in onboarding software or project management tools is preferred