Client Accounting & Advisory Services Solutions Implementation Manager

Saltmarsh

Orlando, FL, USA
On-site
Accounting solutions implementation
Process design and technology implementation
Client accounting operations transition
Oversee the successful implementation of accounting solutions and services for clients, managing the full lifecycle from process design through technology integration

Job Summary

  • Oversee the successful implementation of accounting solutions and services for clients, managing the full lifecycle from process design through technology integration.
  • Collaborate with clients to assess existing accounting workflows, identify pain points, and design optimized processes, recommending and implementing improvements for efficiency, scalability, and automation.
  • Saltmarsh invests in employee growth, development, and work-life balance by offering firm-paid CPE, leadership opportunities, sabbatical program, flexible PTO, and a 401(k) with company match.

Matching Summary

Oversee the successful implementation of accounting solutions and services for clients, managing the full lifecycle from process design through technology integration.

Skills & Requirements

Must-have

  • accounting solutions implementation
  • process design and technology implementation
  • client accounting operations transition
  • workflow optimization and automation
  • accounting technologies integration
  • Bill.com, Intacct, Quickbooks Online

Nice-to-have

  • legendary service delivery
  • client relationship management
  • continuous learning and adaptation
  • proactive problem solving

Key Requirements

  • Bachelor's degree in Accounting, Finance, Business Administration, IT, or related field
  • Minimum 5 years of experience in solutions implementation or project management
  • At least 2 years in a client-facing role focused on accounting solutions
  • Advanced project management skills and experience with PM tools
  • Proficiency in Bill.com, Intacct, and Quickbooks Online

Work Rights

Not specified

Tailored Resume

Cover Letter