Director, Client Implementation

Responsibilities

• Own the client implementation process from sales handoff through transition into active delivery
• Coordinate with Sales, Portfolio Managers, and internal teams to ensure implementation plans meet client needs
• Manage internal client transitions between portfolios to ensure continuity and clean handoffs
• Review client books, workflows, and accounting systems to identify cleanup needs or system setup problems
• Coordinate setup for client-facing tools such as QuickBooks Online, Ramp, Bill.com, and Rippling
• Manage and support the implementation team, including Client Systems Specialists and Project Coordinators
• Improve documentation, checklists, and workflows to reduce reliance on informal knowledge transfer
• Identify recurring bottlenecks and recommend process improvements to enhance service quality and profitability

Requirements

• Strong accounting knowledge and practical experience with client financial operations
• Experience with QuickBooks Online and other cloud-based accounting or finance tools
• Strong project management skills with the ability to manage multiple implementations simultaneously
• Excellent communication skills and ability to work across Sales, Delivery, and Technology teams
• Ability to identify risks early and drive resolution

Preferred Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field
• 7+ years of accounting, bookkeeping, controller, client service, or implementation experience
• Experience in outsourced accounting, CAS, or professional services
• Experience leading client onboarding, implementation, or account transitions
• Experience managing direct reports or coordinating a small team
• Familiarity with tools such as Ramp, Bill.com, or Rippling
• CPA or controller-level experience

About the Company

Supporting Strategies works with clients who rely on us to keep their financial operations clear, organized, and running smoothly.