Implementation Specialist

2 days ago

mumbai, India Clark Schaefer Hackett Full time

POSITION SUMMARY The Implementation Specialist role is responsible for managing the onboarding and early-stage support for new clients and for facilitating a smooth transition to the long-term managed services team.   ESSENTIAL RESPONSIBILITIES Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.Orchestrate and implement the new client process.Review process and procedures of legacy clients for improvement.Serve as the primary contact and initial combined Outsourced Accountant and Controller during the onboarding process with a new client before transitioning the work to a managed services team.Manage the initial setup of certain 3rd party applications that the firm and the client will use to collaborate for ongoing financial reporting, document processing, etc.Provide training for new clients and client staff in the use of shared software applications.Provide orientation and training related to the Service Level Agreement requirements, collaborative workflow, and help reinforce the importance of client compliance with processing and meeting agreements.Responsible for remaining current and fully developed in the use of managed services accounting and integrated applications and for providing supportive ongoing training and development to the managed services team.Participate in telephone, video conference and live consultations with clients to review process, procedure reporting needs and other information during the implementation period.Plan, organize and control multiple responsibilities and resources to achieve assignment objectives.Manage the assignment budget and profitability in area of responsibility.Anticipate and communicate budget issues, identify opportunities to improve assignment profitability and prepare billings and assists in collections.Identify client needs/opportunities to provide additional value-added services.Leverage commercial and market knowledge to anticipate client needs for new/additional services.Develop a specialization and/or industry expertise.Organize, prioritize, and maintain individual workload in an efficient manner.Keep chargeable hours at or above expectations.Become familiar with firm software.Become familiar with and live the firm's mission, REAL Values, and The CSH Way.Perform other duties as required or assigned.   REQUIRED SKILLS A willingness and ability to work independently and in a team environment.Demonstrate a client-centric approach to all matters.Strong analytical skills and attention to detail.Excellent interpersonal skills.Strong team management skills including an ability to lead, direct and coach.Strong project and time management skills.Excellent oral and written communication skills.Exhibit critical thinking and problem-solving skills.Ability to prioritize and focus in a high-speed, multi-tasking environment.Proficient with Microsoft Office applications.    EDUCATION AND EXPERIENCE Required: Bachelor's degree in accounting.Prior accounting experience is required. Preference to those that have operated/provided supervision to all transaction cycles in the accounting process.Experience in Sage Intacct is mandatory  Preferred:CPA/CMA.Prior experience managing staff.Experience working in a paperless environment.   Working days - Monday to Friday (Hybrid) Timings - 12:00 noon-9:00pm Location - Mumbai - Goregaon

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