Clinical Implementation Specialist providing education and implementation support on dental technology products. Engaging with clinicians and teams to enhance dental care and outcomes.
About the role
- Senior Implementation Specialist configuring accounting technology solutions like Sage Intacct and QuickBooks for clients. Collaborating with teams to ensure seamless onboarding and data migration.
Responsibilities
- Configure new accounting system environments (e.g., Sage Intacct, NetSuite, QuickBooks Enterprise, or similar platforms) for Aprio clients, including chart of accounts, modules, and custom integrations.
- Migrate client data into selected accounting platforms, ensuring accuracy, completeness, and compliance with Aprio standards.
- Establish and test connections with integrated systems (e.g., expense management, bill payment, invoicing platforms) as part of the implementation process.
- Participate in client onboarding calls to define configuration needs, technical integrations, and project timelines.
- Address technical issues during implementation, including data sync problems, integration errors, and system configuration challenges.
- Monitor dashboards and activity logs to proactively identify and resolve potential issues.
- Respond to internal helpdesk tickets and support requests related to accounting system implementations.
- Maintain and update implementation templates, documentation, and requirements for accounting platforms and related integrations.
- Contribute to the development and refinement of standard operating procedures (SOPs) and best practices for platform setup and configuration.
- Assist in standardization and templatization of client segments for consistent delivery.
- Review release documentation for accounting platforms and communicate relevant changes, updates, or new features to internal teams and clients.
- Conduct demos and trainings for prospective clients or internal stakeholders as needed.
- Support automation initiatives by facilitating cross-team collaboration, gathering requirements, and testing new processes.
- Provide training and walkthroughs for Aprio staff and clients on system navigation, reporting, and platform features.
- Work with project teams to communicate status updates, open items, and next steps for ongoing implementations.
- Research and recommend new marketplace offerings and integration solutions to enhance client and staff experience.
- Assist with user management within the technology stack, ensuring appropriate access and data integrity.
- Perform regular spot checks on system activity logs to identify and resolve errors.
Requirements
- Bachelor’s degree in Information Technology, Accounting, or related field preferred. Hands-on experience with implementation and configuration of accounting systems (e.g., Sage Intacct, NetSuite, QuickBooks Enterprise, or similar platforms).
- Strong technical troubleshooting and problem-solving skills.
- Ability to communicate effectively with internal teams and clients.
- Experience with financial system integrations and data migration is a major plus.
- Commitment to excellent customer service and process improvement.
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
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