Operations - Integrations Specialist

Crete Professionals Alliance • Woodbury, NY

28d • $70,000 - $80,000 • Onsite

About The Position

We are seeking an experienced and highly organized Integrations Support Specialist who will be responsible for supporting, troubleshooting, and optimizing firm integrations and between accounting platforms and third-party systems (such as CRMs, payroll platforms, expense management tools, etc.). This role requires a strong technical foundation, excellent problem-solving skills, and the ability to communicate effectively with both technical and non-technical users.

Requirements

• Demonstrated experience in project management, preferably in accounting, professional services, or technology integration.
• Familiarity with M&A integration lifecycle (due diligence, pre-close planning, cutover, post-close stabilization).
• PMP, Agile, or Lean Six Sigma certification preferred but not required.
• Ability to manage multiple concurrent projects and work in a fast-paced, acquisitive environment.
• Strong interpersonal skills with the ability to influence without direct authority across departments and office locations.
• Experience supporting or managing integrations with accounting platforms
• Strong analytical and troubleshooting skills.
• Excellent communication and documentation abilities with very strong organizational skills.
• Comfortable working with both internal teams and external clients.
• General knowledge of data security best practices and compliance standards.
• Ability for minor travel, as needed, visiting new office locations
• Proficient in Microsoft Office and advanced skills Excel, Outlook, and Teams
• Reliably commute or planning to relocate before starting work (Required)
• This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.

Responsibilities

• Active support in integration projects ensuring timelines, deliverables, and resources are aligned.
• Work with internal teams to setup new users in various software programs
• Maintain detailed documentation of integration processes, including issues and resolutions.
• Troubleshoot and resolve integration issues and data discrepancies.
• Update checklists for due diligence, pre-closing, and post-closing
• Liaise with third-party vendors and new firms, to ensure smooth integration process
• Monitor integration performance and proactively identify and resolve potential problems.
• Train new staff on integration tools and firm best practices.
• Work with IT on timing and data gathering
• Develop and maintain integration roadmaps covering systems (accounting, CRM, payroll, HRIS, expense), processes, and data migration.
• Coordinate across functional leads (Operations, Finance, HR, IT, Client Services) to ensure seamless adoption of firm standards.
• Establish and track KPIs to measure integration success (e.g., system uptime, error resolution cycle time, user adoption).
• Act as point of contact for newly acquired firms during the onboarding phase, managing expectations and communicating progress.
• Document lessons learned and refine integration methodologies to accelerate future projects.
• Support change management and training programs to ensure staff at new offices adopt firm tools and processes.
• Provide day-to-day support for firm integrations and data flows between internal systems and client platforms.

Benefits

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed