SaaS Implementation - Remote

Customer Success Implementation Specialist FinTech & Accounting SaaS Location: Remote (US MT, CT, or ET hours) Employment Type: Full-time Compensation: $70,000 $90,000 Base Salary ($80,000 $100,000 OTE) + Competitive Equity Role Overview A high-growth FinTech and B2B SaaS company specializing in AI-driven close management and general ledger connectivity is seeking an Implementation Specialist to drive client onboarding. Functioning as an SMB Customer Success Manager, you will serve as the dedicated primary advisor for small-to-mid-sized accounting and bookkeeping firms through their critical first 90100 days of software adoption. This role bridges accounting domain expertise with hands-on SaaS customer success, ensuring new clients seamlessly integrate the software into their daily financial workflows and realize immediate time-to-value.

Key Responsibilities

• End-to-End Implementation Management: Oversee the end-to-end implementation lifecycle for a portfolio of bookkeeping and accounting practices serving 1050 clients per month.
• Consultative Onboarding & Training: Lead comprehensive 1-hour initial onboarding calls via Zoom covering technical setup and platform fundamentals. Run targeted follow-up syncs (1545 minutes) addressing advanced feature training, workflow optimizations, and team enablement.
• Customer Success & Retention: Serve as the trusted first point of contact for customer inquiries throughout the 90100 day implementation phase to secure high long-term retention and renewal rates before transitioning accounts to standard support.
• Product & Workflow Advocacy: Actively capture client feedback, integration hurdles, and feature requests to guide product roadmap enhancements and streamline internal onboarding playbooks.

Candidate Profile

• Accounting & Bookkeeping Expertise: 23 years of direct experience in bookkeeping or accounting workflows, bringing a solid grasp of general ledgers and financial close processes.
• SaaS Customer Success Orientation: Prior experience in a customer-facing B2B SaaS onboarding, implementation, or customer success role is strongly preferred.
• FinTech & Core Tool Proficiency: Familiarity with modern accounting platforms (e.g., QuickBooks, Xero) alongside customer success and CRM tooling (e.g., Salesforce, Intercom, Notion, Calendly, Loom, Gong).
• Customer-Centric Execution: Highly proactive, coachable, and empathetic communicator who excels in an individual contributor role guiding clients through operational change.
• Career Foundation: At least 2 years of full-time professional career tenure.

Compensation & Work Environment

• Target Earnings: $70,000 $90,000 base salary with an on-target earnings (OTE) potential of $80,000 $100,000.
• Equity: Meaningful equity grant included.
• Remote Schedule: 100% remote within the United States, operating 40 hours per week (8 hours per day) aligned to Mountain, Central, or Eastern time zones.
• Work Authorization: Must be authorized to work in the United States without visa sponsorship (e.g., US Citizens or Permanent Residents).

Apply To This Job