Implementation Specialist

1 week ago

Mumbai, Maharashtra, 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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