Implementation Specialist
Core
Onboard bookkeepers and small business firms to an all-in-one accounting SaaS platform, ensuring technical setup and driving product adoption.
Role type
Implementation Specialist (SaaS)
Builds
Double (all-in-one tool for bookkeepers to manage work, communicate with clients, and deliver reports)
Domain
Accounting / SaaS
Required skills
Accounting/bookkeeping experience, customer-facing sales support, technical implementation, customer training, documentation creation, product feedback analysis
Preferred skills
Familiarity with Slack, Notion, Hubspot, Salesforce
Responsibilities
Conduct onboarding calls and train customers, complete technical implementation and account set-up, coordinate with Account Executives to identify subscription risks, maintain high renewal rates, respond to support inquiries, create customer education materials (videos, guides), document and share product feedback
Seniority
Mid-level, hands-on IC
