We’re Hiring: Implementation Specialist (B2B Fintech SaaS | SMB Focus)
Location: Remote (Preference for Pacific Time Zone | East Coast Considered)
Compensation: $60K – $80K Base + $10K Bonus + Equity
❗ Visa Sponsorship: Not Available
About the Company
Our client is a fast-growing, Y Combinator-backed B2B fintech startup transforming how bookkeeping and accounting firms operate. With $12M in funding, strong product-market fit, and high customer satisfaction, the company is scaling rapidly and investing in customer onboarding as a key growth driver.
Role Overview
We are looking for a proactive and detail-oriented Implementation Specialist to onboard and support SMB customers during their first 90–100 days. This role focuses on driving adoption, engagement, and long-term retention—similar to an SMB-focused Customer Success Manager.
Key Responsibilities
• Lead onboarding and training sessions to deliver quick product value
• Conduct initial onboarding calls (approx. 1 hour via Zoom)
• Facilitate follow-up sessions (15–45 mins) for advanced features & adoption
• Manage full implementation lifecycle for SMB accounting firms
• Act as the primary point of contact during onboarding
• Drive engagement, retention, and customer satisfaction
• Gather feedback to improve product and internal processes
✅ Required Qualifications
• 2–3 years in customer-facing SaaS roles (CS, Onboarding, Implementation)
• Experience managing SMB customers during onboarding stages
• Strong communication & relationship management skills
• Ability to manage multiple accounts efficiently
• Coachable, proactive, and growth-oriented mindset
⭐ Preferred Qualifications
• Experience with bookkeeping/accounting firms
• Familiarity with tools like QuickBooks or Xero
• Startup or high-growth environment experience
• Background as CSM or Onboarding Specialist
Ideal Candidate
• Customer-first mindset with strong ownership
• Highly organized and detail-oriented
• Comfortable in fast-paced environments
• Team player with a solution-oriented approach
What Success Looks Like
• High-quality onboarding within 90–100 days
• Strong product adoption and engagement
• Improved retention and renewals
• Actionable feedback to enhance product & processes
Why Join?
• Y Combinator-backed with $12M funding
• High-growth fintech startup
• Clear career progression opportunities
• Fully remote with strong work-life balance
• Direct impact on customer experience
Apply / Contact:
Email:
[email protected]
Contact: +923157919440