Accounting System Implementation Specialist

Overview

This role involves leading customer onboarding for an all-in-one ERP platform designed for security, alarm, and fire protection companies. The implementation specialist will guide customers through transitioning from legacy systems to the new platform, focusing primarily on accounting and field service management.

Responsibilities

• Lead end-to-end implementation projects for new customers, managing 4-8 projects concurrently
• Conduct discovery sessions to understand customer workflows and configure the system accordingly
• Migrate data from platforms such as QuickBooks, NetSuite, and industry-specific legacy systems
• Train customers on accounting, inventory, and operational features of the platform
• Ensure data integrity throughout the migration process
• Document implementation processes and contribute to customer education materials

Requirements

• Minimum 5 years of experience in accounting or accounting software implementation
• At least 2 years of experience in software implementation, customer success, or project management
• Strong understanding of accounting principles including inventory tracking, recurring revenue, and cost and revenue recognition
• Experience with ERP or accounting platforms such as QuickBooks, NetSuite, or similar
• Detail-oriented with strong communication and problem-solving skills
• Exposure to field service, construction, or trade industries is preferred

A four-year degree in Accounting, Finance, or a related field is preferred but not required. Equivalent professional experience is accepted. CPA certification is a plus.

Compensation & Benefits

• Health, dental, and vision insurance (US)
• 401(k) plan with matching (US)
• Life insurance (US)
• Flexible work schedule
• Paid time off and holidays
• Professional development opportunities
• Primarily remote work with occasional travel (less than four weeks per year)

Location

Candidates must be residents of Canada or the United States.