[Remote] Director, Client Implementation (Accounting)

Note: The job is a remote job and is open to candidates in USA. Supporting Strategies is a company that partners with clients to maintain organized and efficient financial operations. The Director, Client Implementation is responsible for overseeing the transition of new clients from signed agreements into active service, ensuring all systems, workflows, and expectations are clearly set and communicated for successful client onboarding and management.ResponsibilitiesOwn the client implementation process from sales handoff through transition into active deliveryMake sure scope, expectations, systems, contacts, access, and recurring workflows are clearly understood before the client moves into steady-state serviceKeep the client informed during implementation, maintain clear expectations, communicate progress, and work with the right internal teams to remove blockers before they create confusion or delayCoordinate with Sales, Portfolio Managers, and internal teams to make sure the implementation plan reflects what was sold and what the client actually needsIdentify gaps, risks, or unclear expectations early and work with the right people to resolve themMake sure each implementation follows Supporting Strategies’ delivery standards while allowing for reasonable client-specific needsConfirm that the receiving Portfolio Manager has the information, documentation, and setup needed to support the client successfullyManage internal client transitions between portfolios or delivery teamsMake sure the outgoing and incoming teams complete a clean handoffPreserve important client history, workflow details, system access, deadlines, and known issuesHelp make transitions feel seamless to the clientReduce disruption, rework, and avoidable confusion during account movesSupport Portfolio Managers as they take on new clients or grow their books of businessHelp new Portfolio Managers understand the implementation approach, client setup, workflow design, and handoff expectationsMake sure clients are not handed off before the receiving team is readyLook for patterns across implementations that may create downstream delivery issuesHelp improve the way portfolios are built so they are sustainable for the team and profitable for the businessReview client books, workflows, and accounting systems during implementationHelp identify cleanup needs, chart of accounts issues, access gaps, workflow concerns, or system setup problems before handoffCoordinate setup and support for client-facing tools such as QuickBooks Online, Ramp, Bill.com, Rippling, and related platformsLead implementation support team members and coordinate with internal specialists, contractors, or technology resources when complex setup, cleanup, transition work, or integration support is neededMake sure system setup and workflow decisions are documented clearly for the delivery teamMake sure each implementation includes clear documentation for the receiving teamMaintain consistent implementation checklists, handoff notes, workflow documentation, and setup recordsConfirm that recurring deadlines, responsibilities, system access, and client-specific details are visible and accurateReduce reliance on informal knowledge transfer or one-off explanationsImprove documentation over time based on what teams actually need after handoffManage and support the implementation team, including roles such as Client Systems Specialist and Client Project CoordinatorAssign work, monitor progress, remove blockers, and keep implementation tasks movingSet clear expectations for follow-up, documentation, communication, and handoff qualityCoach team members on client setup, project coordination, system support, and delivery readinessBuild a practical, consistent implementation function that supports Delivery without creating unnecessary process for its own sakeUse implementation and transition work to identify recurring issues, bottlenecks, or avoidable reworkRecommend improvements to workflows, documentation, systems, and handoff practicesPartner with Delivery, Technology, and Operations where needed to improve how work moves from sale to serviceHelp reduce manual work and improve consistency across client implementationsKeep the focus on better client starts, clearer handoffs, and stronger delivery outcomesSkillsStrong accounting knowledge and practical experience working with client financial operationsExperience with QuickBooks Online and other cloud-based accounting or finance toolsThe ability to understand how client workflows, accounting systems, access, deadlines, and team responsibilities fit togetherStrong project management skills and the ability to keep multiple implementations moving at onceGood judgment about when to standardize and when a client-specific adjustment is reasonableClear communication and strong follow-throughComfort working across teams and asking direct questions when something is unclearThe ability to identify risks early and push for resolution before problems move downstreamA practical, service-minded approach to supporting both clients and internal teamsThe confidence to protect implementation standards without making the process unnecessarily rigidBachelor's degree in Accounting, Finance, or a related field, or equivalent experience7+ years of accounting, bookkeeping, controller, client service, or implementation experienceExperience in outsourced accounting, CAS, bookkeeping, or professional servicesExperience leading client onboarding, implementation, account transitions, or delivery handoffsExperience managing direct reports or coordinating the work of a small teamStrong experience with QuickBooks OnlineFamiliarity with tools such as Ramp, Bill.com, Rippling, or similar platformsCPA or controller-level experience is helpful, but not required if the candidate has strong practical accounting and implementation experienceCompany OverviewSupporting Strategies is an accounting company that offers bookkeeping and operational support services to small businesses. It was founded in 2004, and is headquartered in Beverly, Massachusetts, USA, with a workforce of 51-200 employees. Its website is http://supportingstrategies.com.