jobapplier

Implementation Specialist

Cloud Accountant Staffing

100% Remote · Full-Time Independent Contractor

You’ll be the first point of contact for new CAS clients, supporting growing US accounting firms and businesses as they start working with us. You make sure the setup is complete, expectations are clear, and every client sees value early. This is a full-time independent contractor role with exclusivity. No other engagements after hire.

About Cloud Accountant Staffing

We are not a gig platform. We are not a freelance marketplace. We are not short-term staffing. We invest in professionals who want to build a real career serving US clients.

Responsibilities

  • Imagine a client’s first weeks with CAS feeling organized, clear, and confident. You make that happen.
  • You see onboarding as a system: clean inputs, smooth handoffs, and a first experience clients remember. If you like turning a fresh start into a strong foundation, welcome.
  • Run onboarding calls and walk new clients through how working with CAS works
  • Make sure setup and account details are complete and accurate for every client you onboard
  • Work with our sales and placement teams to flag early concerns that could stop a prospect from moving forward

Resources and Insights

  • Build the playbooks. Make onboarding repeatable.
  • Create simple guides, videos, and up-to-date documentation that make onboarding easier
  • Collect client feedback and pain points, and share them with the team to improve our service

Document best practices and improve internal workflows

  • Best practices for data privacy, MFA, and least-privilege access, always
  • Slack and Zoom check-ins, shared task boards, and predictable review cycles

Requirements

01 | About the Role

  • You have accounting or bookkeeping experience, or a strong background from an adjacent field with clear aptitude and enthusiasm for the space
  • You can guide clients through a new process with patience and minimal supervision
  • You enjoy creating order (checklists, guides, documentation) and catching gaps early
  • You’re tech-curious and look for ways to make onboarding faster and simpler
  • You build trust through consistency, transparency, and simple explanations
  • 02 | What You’ll Own
  • Client Launch

Early Success

  • Confidence is built in the first months.
  • Check in regularly during the first months and respond to questions promptly
  • Help clients see value quickly and build confidence in the partnership
  • Aim for strong client retention once the initial implementation period ends

03 | What You’ll Bring

  • Accounting or bookkeeping experience, or a strong background from an adjacent field with clear aptitude and enthusiasm for the space
  • 2 to 3 years in a customer-facing role such as client services, onboarding, or customer success
  • Clear written and spoken English, with the ability to explain complex ideas simply

Strong attention to detail and a client-first mindset

  • Interest in process improvement, documentation, and operational efficiency
  • Familiarity with tools like Slack, Notion, HubSpot, or Salesforce
  • Ownership mentality: organized, responsive, and able to manage multiple onboardings at once
  • Comfortable working US business hours (or overlap) from home
  • 05 | Why CAS Is Different

Preferred

  • Great relationships start with a great first month.
  • Experience creating training content such as guides, videos, or documentation
  • Familiarity with accounting software such as QuickBooks Online
  • 04 | How We Work

Benefits

  • Full company equipment provided (laptop, monitor, accessories)
  • 15 days PTO annually plus local holidays off
  • Guaranteed annual increases
  • Referral rewards up to $1,000
  • Monthly flexible stipend (CAS Flex Perks)
  • Structured onboarding and support
  • A culture that actually shows up

Quality

Checklists, clear notes, and documentation are part of every onboarding

06 | Contract and Exclusivity

This is an independent contractor engagement. Full-time exclusivity is required: candidates must not hold other part-time or freelance engagements once hired. Conflict-of-interest checks may apply.

Ready to take the next step?

Your next big career move starts here.