This position requires a unique blend of accounting knowledge, technical expertise, and strong attention to detail to maintain data integrity throughout the migration process
Responsibilities:
- Own and manage end-to-end client implementations, ensuring a smooth and timely onboarding process
- Collaborate with internal teams (Product, Engineering, Customer Success) and client stakeholders to define implementation plans and timelines
- Analyze client business processes, especially accounting and finance workflows, and configure solutions to meet their needs
- Guide clients through data migration, system integration, and user training across all levels
- Monitor project milestones and deliverables, proactively addressing risks and issues
- Assist with migration and reconciliations of large data sets from various systems
- Facilitate connections in the customer’s environment with integration partners
- Maintain clear documentation and provide regular status updates to clients and internal stakeholders
Requirements
- ERP Implementations experience (focus on data migration and cleansing)
- Experience working in a start-up company (fast-moving companies)
- Advance Microsoft Excel skills
- Experience in SaaS or technology startups
- Excellent communication and interpersonal skills with a client-first mindset
- Willing to work US hours from Monday to Friday