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Job Description
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What You'll Do
Lead key parts of customer onboarding and deployment, helping ensure a smooth and timely implementation experience.
- Partner with internal teams across Product, Engineering, and Customer Success to execute implementation plans and solve customer problems quickly.
- Learn and analyse client accounting and finance workflows, then translate those needs into clear requirements and practical solutions.
- Guide customers through onboarding, training, change management, and adoption.
- Support data migration, reconciliations, systems setup, and integration coordination.
- Track milestones, drive follow-through, and keep internal and external stakeholders aligned throughout the onboarding process.
- Identify risks early, escalate issues quickly, and help keep customer launches on track.
- Build trust with customers by being responsive, thoughtful, and solutions-oriented.
- Maintain clear documentation and provide regular status updates to customers and internal stakeholders.
Who We're Looking For
- Meaningful experience in accounting, audit, advisory, finance transformation, or a related customer-facing role.
- Strong accounting foundation, with the ability to speak credibly about financial close, reconciliations, revenue recognition, and core finance workflows, including familiarity with UK GAAP and IFRS.
- Excellent communication skills and the presence to work directly with customers and senior stakeholders.
- Systems-minded and excited to learn implementation work, even if you have not formally held an implementation title before.
- Strong organisational and project management skills, with the ability to manage multiple workstreams at once.
- Comfortable operating in a fast-paced environment while maintaining high attention to detail.
- Experience working cross-functionally with technical and non-technical teams.
- Experience at a Big Four firm, SaaS company, or high-growth technology company is a plus.
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