Implementation Specialist

Cloud Accountant Staffing

. Serve as the first point of contact for new CAS clients .

Posted 11/4/2026full-timeRemote • Philippines, Argentina, Brazil, Chile, Colombia, South Africa, MexicoJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong client-facing skills with a focus on onboarding and customer success, ensuring accurate setup and effective communication. Proficient in process improvement and documentation to enhance operational efficiency and client retention.

Highest-signal resume keywords

Accounting ExperienceCustomer SuccessOnboarding CoordinationProcess ImprovementClear Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client ServicesOnboardingDocumentationAttention to DetailOperational Efficiency

Soft Skills

Client-First MindsetOrganizational SkillsResponsiveness

Tools & Technologies

SlackNotionHubSpotSalesforceZoom

Industry Keywords

US Accounting FirmsClient RetentionQuality PracticesSecurity PracticesPrivacy Practices

About the role

Key responsibilities & impact

Serve as the first point of contact for new CAS clients
Support US accounting firms and businesses during implementation
Run onboarding calls and explain how working with CAS works
Ensure setup and account details are complete and accurate
Coordinate with sales and placement teams to flag early concerns
Check in during clients’ first months and respond to questions
Help clients realize value quickly and build partnership confidence
Support strong client retention after implementation
Create guides, videos, and current onboarding documentation
Collect client feedback and pain points for service improvement
Document best practices and improve internal workflows
Follow onboarding quality, security, privacy, MFA, and least-privilege practices
Collaborate through Slack, Zoom, shared task boards, and review cycles

Requirements

What you’ll need

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
Organized, responsive, and able to manage multiple onboardings at once
Comfortable working US business hours (or overlap) from home
Full-time exclusivity; must not hold other part-time or freelance engagements once hired
Must provide required employment verification and applicable clearance/background documentation
Must comply with reference checks and company monitoring practices using ActivTrak
Must be available and willing to work a U.S. time zone shift
English resume/CV or LinkedIn profile submission

Benefits

Comp & perks

Permanent remote work
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
Culture that actually shows up