Client Accounting & Advisory Services Solutions Implementation Manager

Saltmarsh•Tampa, FL

14h

About The Position

Saltmarsh is looking for a Client Accounting Advisory Service (CAAS) Solutions Implementation Manager to play a key role in overseeing the successful implementation of accounting solutions and services for our clients. This person will be responsible for managing the full implementation lifecycle, from process design through technology implementation, help ensure a smooth transition to team members who will be responsible for ongoing client accounting operations, and evaluate and recommend new processes, tools, and technologies to ensure maximum efficiency, accuracy, and automation in our clients' accounting operations. This position is central to improving client satisfaction, optimizing workflows, and helping clients leverage the full potential of our accounting solutions and services. At Saltmarsh, we take pride in delivering legendary service to our clients while investing in our relationships with both clients and colleagues. If you're passionate about excellence and looking to take your career to the next level, this role is for you.

Requirements

Bachelor’s degree in Accounting, Finance, Business Administration, Information Technology, or related field.
Minimum of 5 years of experience in solutions implementation, project management, or a related field, with at least 2 years in a client-facing role focused on accounting solutions.
Strong expertise in accounting processes, financial systems, and automation tools (e.g., ERP systems, cloud-based accounting platforms).
Demonstrated success in managing technology integrations and process optimization within an accounting environment.
Advanced project management skills, including experience with related PM tools.
Ability to analyze and optimize accounting workflows, integrating automation and efficiency improvements.
Excellent communication and interpersonal skills, with the ability to manage client relationships and collaborate with cross-functional teams.
Strong analytical and troubleshooting abilities, with an ability to resolve complex implementation challenges.
Ability to manage multiple projects and adapt to shifting client needs in a fast-paced environment.
Desire to stay updated on new industry trends, emerging technologies, and evolving accounting best practices.
Proficiency in:
Bill.com
Intactt
& Quickbooks Online

Responsibilities

Participate in scoping and pricing for prospects.
Lead Discovery and Implementation Projects.
Manage and oversee the end-to-end implementation of accounting solutions for clients.
Ensure that projects are delivered on time, within scope, and in alignment with client expectations and business goals.
Process Optimization
Collaborate with clients to assess existing accounting workflows, identify pain points, and design optimized processes.
Recommend and implement improvements that drive efficiency, scalability, and automation across accounting functions.
Technology Integration
Evaluate and implement new accounting technologies, ensuring smooth integration with existing systems.
Act as a technical resource for troubleshooting, providing guidance, and ensuring the proper functionality of tools and systems throughout the implementation and across ongoing operations.
Continuous Process & Technology Evaluation
Regularly assess the effectiveness of current accounting processes and technologies, recommending new or updated tools to streamline workflows, improve automation, and meet evolving business needs.
Evaluate current clients to identify possible ways to improve automation and/or efficiency
Cross-Function Collaboration
Continue working closely with other teams to ensure successful implementations and seamless integration of solutions into clients’ existing systems.
Problem Solving & Issue Resolution
Take a proactive approach in identifying potential issues during the implementation process.
Develop solutions and work closely with clients and internal teams to address and resolve any challenges.
Client Onboarding & Training
Oversee the onboarding process for new clients, ensuring they successfully transition to new systems and operations.
Provide ongoing training and support to internal and client teams to ensure effective adoption and long-term success with implemented solutions.