Senior Implementation Specialist jobs in United States
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Aprio · 12 hours ago

Senior Implementation Specialist

Aprio is a nationally ranked CPA and advisory firm passionate about innovation and growth. They are seeking a Senior Implementation Specialist to manage the setup and implementation of accounting technology solutions, ensuring seamless onboarding and optimal configuration for clients.

AccountingFinancial Services
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Configure new accounting system environments (e.g., Sage Intacct, NetSuite, QuickBooks Enterprise, or similar platforms) for Aprio clients, including chart of accounts, modules, and custom integrations
Migrate client data into selected accounting platforms, ensuring accuracy, completeness, and compliance with Aprio standards
Establish and test connections with integrated systems (e.g., expense management, bill payment, invoicing platforms) as part of the implementation process
Participate in client onboarding calls to define configuration needs, technical integrations, and project timelines
Address technical issues during implementation, including data sync problems, integration errors, and system configuration challenges
Monitor dashboards and activity logs to proactively identify and resolve potential issues
Respond to internal helpdesk tickets and support requests related to accounting system implementations
Maintain and update implementation templates, documentation, and requirements for accounting platforms and related integrations
Contribute to the development and refinement of standard operating procedures (SOPs) and best practices for platform setup and configuration
Assist in standardization and templatization of client segments for consistent delivery
Review release documentation for accounting platforms and communicate relevant changes, updates, or new features to internal teams and clients
Conduct demos and trainings for prospective clients or internal stakeholders as needed
Support automation initiatives by facilitating cross-team collaboration, gathering requirements, and testing new processes
Provide training and walkthroughs for Aprio staff and clients on system navigation, reporting, and platform features
Support knowledge transfer and documentation for ongoing client success
Work with project teams to communicate status updates, open items, and next steps for ongoing implementations
Research and recommend new marketplace offerings and integration solutions to enhance client and staff experience
Assist with user management within the technology stack, ensuring appropriate access and data integrity
Perform regular spot checks on system activity logs to identify and resolve errors

Qualification

Sage IntacctNetSuiteQuickBooks EnterpriseData migrationTechnical troubleshootingCustomer serviceProcess improvementEffective communication

Required

Hands-on experience with implementation and configuration of accounting systems (e.g., Sage Intacct, NetSuite, QuickBooks Enterprise, or similar platforms)
Strong technical troubleshooting and problem-solving skills
Ability to communicate effectively with internal teams and clients
Commitment to excellent customer service and process improvement

Preferred

Bachelor's degree in Information Technology, Accounting, or related field
Experience with financial system integrations and data migration

Benefits

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

Company

Aprio is a premier business advisory and certified public accounting firm that advises clients and associates on how to achieve what’s next.

H1B Sponsorship

Aprio has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (7)
2022 (7)
2021 (3)
2020 (4)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Charlesbank Capital Partners
2024-07-11Private Equity

Leadership Team

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Richard Kopelman
Chief Executive Officer
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Carolyn O'Boyle
Chief People Officer
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Company data provided by crunchbase