Implementation Specialist - Managed Services
Implementation Specialist - Managed Services
Posted on :
25-07-2025
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1 Vacancy
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Job Description
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 firms 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:
- Bachelors 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
Required Experience:
Unclear Seniority
Employment Type
Full Time
Key Skills
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