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Implementation Specialist

7/9/2025

N/A

Job Summary

A company is looking for an Implementation Specialist to support customer onboarding and training on their platform.

Key Responsibilities
  • Serve as the project manager for clients during the onboarding process to maximize product value
  • Lead regular meetings with clients, including kick-off and training sessions
  • Assist clients in importing data into the platform and facilitate setup revisions as needed
Required Qualifications
  • Experience managing multiple projects simultaneously
  • Comfortable meeting clients via Zoom
  • Strong proficiency in Excel and data management
  • Experience in the accounting or tax industry is a plus
  • Previous onboarding software experience is preferred

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