Implementation Specialist
New
C
Cloud Accountant StaffingAccounting services
Location: Philippines; Secondary Locations: Argentina, Brazil, Chile, Colombia, South Africa, Mexico; Workplace: Remote, Comfortable working US business hours (or overlap) from homeContractJunior
Salary not disclosed
Apply NowOpens the employer's application page
Job Details
- Languages
- Clear written and spoken English
- Experience
- 2 to 3 years in a customer-facing role such as client services, onboarding, or customer success
- Required Skills
- SalesforceAccountingCustomer SuccessBookkeepingHubSpotSlackNotion
Requirements
- Have accounting or bookkeeping experience, or a strong background in an adjacent field with aptitude and enthusiasm for the space.
- Have 2 to 3 years of experience in a customer-facing role such as client services, onboarding, or customer success.
- Communicate clearly in written and spoken English and explain complex ideas simply.
- Demonstrate strong attention to detail and a client-first mindset.
- Show interest in process improvement, documentation, and operational efficiency.
- Be familiar with tools such as Slack, Notion, HubSpot, or Salesforce.
- Be organized, responsive, and able to manage multiple onboardings at once.
- Be comfortable working US business hours or overlapping hours from home.
- Accept the full-time independent contractor engagement and exclusivity requirement; no other part-time or freelance engagements once hired.
- Preferred: Experience creating training content such as guides, videos, or documentation.
- Preferred: Familiarity with accounting software such as QuickBooks Online.
Responsibilities
- Run onboarding calls and explain how working with CAS works to new clients.
- Ensure setup and account details are complete and accurate for each onboarded client.
- Work with sales and placement teams to flag early concerns that could prevent a prospect from moving forward.
- Check in regularly with clients during the first months and respond promptly to questions.
- Help clients see value quickly and build confidence in the partnership.
- Support strong client retention after the initial implementation period.
- Create guides, videos, and up-to-date documentation to make onboarding easier.
- Collect client feedback and pain points and share them with the team.
- Document best practices and improve internal workflows.
View Full Description & ApplyYou'll be redirected to the employer's site
