Accounting Software Implementation Specialist

Premier Global Links•San Francisco, CA

7d•Remote

About The Position

Premier Global Links, LLC is recruiting on behalf of a growing software company specializing in AI-powered accounting and financial close management solutions. This customer-focused role combines customer relationship management with practical accounting, bookkeeping, or SaaS experience. The specialist helps customers onboard, adopt product features, achieve measurable results, and identify opportunities to expand their use of the platform. The position is remote and open to candidates located in the United States or Canada. Candidates must already be authorized to work in the applicable country; visa sponsorship and transfers are unavailable. The client company's name will be shared with qualified candidates during recruitment.

Requirements

2–4 years of experience in a customer-facing role.
Strong communication, relationship management, and problem-solving skills.
Experience managing customer onboarding, training, implementation, or account relationships.
Ability to manage multiple customer accounts and prioritize competing needs.
Interest in accounting technology, SaaS products, and AI-powered solutions.
Must already be authorized to work in the United States or Canada, as applicable.

Nice To Haves

Experience at an early-stage SaaS startup, accounting firm, or bookkeeping firm.
Hands-on knowledge of accounting or bookkeeping workflows, such as month-end close, bank reconciliation, journal entries, general ledger, or financial statements.
Familiarity with QuickBooks Online (QBO), Xero, NetSuite, or similar accounting software.
Experience with customer success, account management, software implementation, or customer training.
CPA, accounting or finance education, or QuickBooks ProAdvisor certification.
Interest in AI automation and technology-enabled accounting workflows.

Responsibilities

Lead customer onboarding, product training, technical setup, and implementation.
Conduct customer check-ins, working sessions, training calls, and quarterly business reviews (QBRs).
Drive product adoption, customer satisfaction, renewals, and long-term retention.
Identify customer risks and collaborate with Account Executives to address renewal concerns.
Support existing customers, respond to inquiries, and identify account expansion opportunities.
Create customer education materials, including video tutorials, user guides, and email resources.
Document customer success best practices and improve onboarding and engagement processes.
Partner with internal teams to reduce customer friction and improve the overall customer experience.