Deployment & Implementation Lead
Job Details
Experienced
Atlanta/Riverwood 200 - Atlanta, GA
N/A
Full Time
4 Year Degree
Undisclosed
Undisclosed
Undisclosed
Accounting
Description

Job purpose

As a Deployment & Implementation Lead, you will guide clients through their bookkeeping migration to Botkeeper. Successful candidates will have a strong working knowledge of accounting principles and QuickBooks Online. It is the Lead’s responsibility to understand the services the client will have available to them from Botkeeper, interpret and organize all the clients existing financial documentation, and capture all the remaining information required from the client to make their deployment on to Botkeeper successful. This includes assisting and training clients as they provide/enter credentials into the Botkeeper platform to enable services.

In this position, it is also necessary to conduct multiple presentations and calls to help credential setup, facilitate an initial orientation of the deployment process, set appropriate client expectations, request documentation, and get the client across the finish line to transition to Botkeeper’s accounting services. Ideal candidates will have a focus on being highly organized and exceptional communication skills as they will be the liaison between the firm, its clients, and Botkeeper.

Duties and responsibilities

  • Client Botkeeper Onboarding & Assessment of Services
    • Confirming Botkeeper services being offered to the client
    • Ability to assess QBO clients’ books and confirm the list of services (included and additional)
    • Work to credential all financial, payroll, sales, and any other system tied to the clients GL accounting software with the Botkeeper team
  • Client Deployment Presentation and Orientation:
    • Deliver and present multiple deployment presentation calls that provide:
      • The orientation of credentialing and demo of Botkeeper software and services
      • Describe the deployment process, including expectations of the client and timeliness
      • Set agenda and reinforce the services being performed
      • Set cadence for calls and calendar of events with the client
    • Initial Client Training and Orientation of Botkeeper Portal
      • Demo and train clients on their Client Portal
  • Client + Botkeeper Follow-up and Management
    • Confirm and persist in getting clients credentialed on the Botkeeper platform for services to commence
    • Act as the intermediary during the initial phases of deployment for all confirmations of integration and financial institution access
    • Liaison between Botkeeper and client
    • Project management for each client onboarding
  • Client Health Checks:
    • Monitor and maintain a list of accounts and the status of each phase of the deployment workflow process

Technical skills

  • Exhibits a high-level understanding of portal functionality
  • Manages project workflow from beginning to end
  • Recognizes potential issues early in the engagement
  • Demonstrates expert knowledge and understanding of analytical tools and technical issues
  • Expert knowledge of QBO

 

Qualifications

Qualifications

Qualifications include:

  • Must have a BA in Accounting and/or 7-10 years’ experience in a staff accounting role or higher.
  • Must have a strong understanding of QuickBooks Online
  • Must have experience in software implementation, project management, and client success
  • Great project management, time management, and documentation skills
  • Proven delivery of outcomes in client or project-based environments in either a consultative or project management capacity
  • Understanding of implementation principles and metrics
  • Comfortable demonstrating to and interacting with clients to resolve and understand services they will be consuming
  • Organized and meticulous calendar practices with an ability to bring together matrixed client environments and people
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