Accounting Tech Stack & Implementation Lead - Remote

Overview

We are hiring an Accounting Tech Stack & Implementation Lead!

In Short

• Lead the evaluation, selection, and implementation of internal accounting and financial systems (e.g., ERP, payroll, billing, time tracking, expense management).
• Conduct discovery sessions with internal teams and clients to understand workflow needs and tailor system configurations accordingly.
• Manage end-to-end system implementations for clients, including data migration, system setup, testing, and go-live support.
• Design scalable onboarding processes for new clients adopting firm-recommended platforms (e.g., QuickBooks, NetSuite, Gusto, etc.).
• Develop and deliver client training programs and resources (live sessions, documentation, video walkthroughs).
• Serve as a liaison between clients, vendors, and internal teams during implementation and troubleshooting phases.
• Collaborate with accounting, operations, and IT departments to ensure seamless integration of tools into day-to-day workflows.
• Establish best practices, SOPs, and QA protocols for ongoing system use and client support.
• Monitor tech stack performance and recommend enhancements based on client feedback and evolving business needs.
• Stay current on accounting technology trends and make strategic recommendations for both internal and client-facing improvements.
• They will be responsible for implementing and maintaining client-facing accounting dashboards.

Requirements

• 5+ years of experience in accounting operations, system implementation, or accounting tech consulting.
• Strong working knowledge of accounting platforms (e.g., QuickBooks Online, NetSuite, Xero, etc.) and ERP systems.
• Experience building financial dashboards and reports using tools like Power BI, Tableau, or within ERP systems.
• Solid understanding of general accounting principles, workflows, and month-end close processes.
• Proven experience managing cross-functional projects and client-facing implementations.
• Excellent communication and training skills, especially with non-technical users.

Benefits

• Competitive salary and benefits package.
• Opportunity for professional growth and development.
• Work with a dynamic and innovative team.
• Flexible work environment with remote options.
• Access to the latest accounting technology and tools.