Implementation Specialist

Cloud Accountant Staffing; United States; À distance; USD 70 000 - 100 000; Plein temps

Avantages offerts par ce poste

Permanent remote work

Equipment provided

15 days PTO annually plus holidays off

Guaranteed annual increases

Referral rewards up to $1,000

Monthly flexible stipend (CAS Flex Per

Structured onboarding and support

A culture that actually shows up

Résumé du poste

Cloud Accountant Staffing LLC is seeking a remote, full-time independent contractor to lead client onboarding for US accounting firms and businesses. You’ll ensure complete setup, clear expectations, and early value, coordinating with sales and placement teams as needed.

The role emphasizes organized onboarding, process documentation, and a client-first mindset. Expect collaboration via Slack/Zoom and a strong focus on consistency and trust-building.

Qualifications

• Accounting or bookkeeping experience or strong aptitude for the space
• 2–3 years in a customer-facing role such as onboarding or customer success
• Clear written and spoken English with ability to explain complex ideas simply
• Strong attention to detail and client-first mindset
• Interest in process improvement, documentation, and operational efficiency
• Familiarity with tools like Slack, Notion, HubSpot, or Salesforce
• Ownership mentality: organized, responsive, able to manage multiple onboardings
• Comfortable working US business hours from home

Responsabilités

• Run onboarding calls and walk new clients through how CAS works
• Ensure setup and account details are complete and accurate for every client
• Flag early concerns with sales/placement to prevent prospect drop-off
• Check in with clients during first months and respond promptly
• Help clients see value quickly and build confidence in the partnership
• Contribute to retention after the initial implementation period
• Create guides, videos, and documentation to simplify onboarding
• Collect client feedback and share with the team to improve service
• Document best practices and improve internal workflows

Connaissances

Accounting/Bookkeeping

Customer-facing

English proficiency

Attention to detail

Process improvement

Onboarding

Ownership mentality

US business hours

Outils

Slack

Notion

HubSpot

Salesforce

Description du poste

100% Remote · Full-Time Independent Contractor

Imagine a client’s first weeks with CAS feeling organized, clear, and confident. You make that happen.

01 | About the Role

You’ll be the first point of contact for new CAS clients, supporting growing US accounting firms and businesses as they start working with us. You make sure the setup is complete, expectations are clear, and every client sees value early. This is a full-time independent contractor role with exclusivity. No other engagements after hire.

You see onboarding as a system: clean inputs, smooth handoffs, and a first experience clients remember. If you like turning a fresh start into a strong foundation, welcome.

The ideal candidate

• You have accounting or bookkeeping experience, or a strong background from an adjacent field with clear aptitude and enthusiasm for the space

• You can guide clients through a new process with patience and minimal supervision

• You enjoy creating order (checklists, guides, documentation) and catching gaps early

• You’re tech-curious and look for ways to make onboarding faster and simpler

• You build trust through consistency, transparency, and simple explanations

02 | What You’ll Own

Client Launch
Great relationships start with a great first month.

• Run onboarding calls and walk new clients through how working with CAS works

• Make sure setup and account details are complete and accurate for every client you onboard

• Work with our sales and placement teams to flag early concerns that could stop a prospect from moving forward

Early Success
Confidence is built in the first months.

• Check in regularly during the first months and respond to questions promptly

• Help clients see value quickly and build confidence in the partnership

• Aim for strong client retention once the initial implementation period ends

Resources and Insights
Build the playbooks. Make onboarding repeatable.

• Create simple guides, videos, and up-to-date documentation that make onboarding easier

• Collect client feedback and pain points, and share them with the team to improve our service

• Document best practices and improve internal workflows

03 | What You’ll Bring

• Accounting or bookkeeping experience, or a strong background from an adjacent field with clear aptitude and enthusiasm for the space

• 2 to 3 years in a customer-facing role such as client services, onboarding, or customer success

• Clear written and spoken English, with the ability to explain complex ideas simply

• Strong attention to detail and a client-first mindset

• Interest in process improvement, documentation, and operational efficiency

• Familiarity with tools like Slack, Notion, HubSpot, or Salesforce

• Ownership mentality: organized, responsive, and able to manage multiple onboardings at once

• Comfortable working US business hours (or overlap) from home

Preferred (nice to have):

• Experience creating training content such as guides, videos, or documentation

• Familiarity with accounting software such as QuickBooks Online

04 | How We Work

• Quality: Checklists, clear notes, and documentation are part of every onboarding

• Security: Best practices for data privacy, MFA, and least-privilege access, always

• Collaboration: Slack and Zoom check-ins, shared task boards, and predictable review cycles

05 | Why CAS Is Different

We are not a gig platform. We are not a freelance marketplace. We are not short-term staffing. We invest in professionals who want to build a real career serving US clients.

At CAS, you get:

• Permanent remote work, done right

• Full company equipment provided (laptop, monitor, accessories)

• 15 days PTO annually plus local holidays off

• Guaranteed annual increases

• Referral rewards up to $1,000

• Monthly flexible stipend (CAS Flex Perks)

• Structured onboarding and support

• A culture that actually shows up

06 | Contract and Exclusivity

This is an independent contractor engagement. Full-time exclusivity is required: candidates must not hold other part-time or freelance engagements once hired. Conflict-of-interest checks may apply.

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