Implementation & Client Onboarding Specialist (Finance-Focused) - Remote

Overview

We are seeking a highly detail-oriented and confident Implementation & Client Onboarding Specialist to support a US-based client. This role requires a strong understanding of financial processes as well as the ability to guide and train clients.

In Short

• Lead the initial onboarding process by gathering and reviewing client financial data.
• Analyse financial files for accuracy and completeness.
• Reconcile financial information and identify discrepancies.
• Configure and implement client accounts within the system.
• Conduct training sessions for clients on system functionality.
• Build strong client relationships through clear communication.
• Strong background in finance, bookkeeping, or tax required.
• Proven experience with QuickBooks or similar accounting systems.
• Ability to manage multiple clients/projects simultaneously.
• Fully remote role supporting a US client.

Requirements

• Strong background in finance, bookkeeping, or tax (non-negotiable).
• Solid understanding of financial data and reporting structures.
• Excellent communication skills for explaining financial concepts.
• Strong organisational skills with high attention to detail.
• Ability to take ownership and lead onboarding processes independently.

Benefits

• Flexible working hours to align with US time zones.
• Fast-paced, client-facing work environment.
• Opportunity to work with US-based clients.
• Supportive and dynamic team culture.
• Remote work flexibility.