Implementation Specialist

100% Remote · Full-Time Independent ContractorImagine a client’s first weeks with CAS feeling organized, clear, and confident. You make that happen.01 | About the RoleYou’ll be the first point of contact for new CAS clients, supporting growing US accounting firms and businesses as they start working with us. You make sure the setup is complete, expectations are clear, and every client sees value early. This is a full-time independent contractor role with exclusivity. No other engagements after <hire.You> see onboarding as a system: clean inputs, smooth handoffs, and a first experience clients remember. If you like turning a fresh start into a strong foundation, welcome.The ideal candidateYou have accounting or bookkeeping experience, or a strong background from an adjacent field with clear aptitude and enthusiasm for the spaceYou can guide clients through a new process with patience and minimal supervisionYou enjoy creating order (checklists, guides, documentation) and catching gaps earlyYou’re tech-curious and look for ways to make onboarding faster and simplerYou build trust through consistency, transparency, and simple explanations02 | What You’ll OwnClient Launch Great relationships start with a great first <month.Run> onboarding calls and walk new clients through how working with CAS worksMake sure setup and account details are complete and accurate for every client you onboardWork with our sales and placement teams to flag early concerns that could stop a prospect from moving forwardEarly Success Confidence is built in the first months.Check in regularly during the first months and respond to questions promptlyHelp clients see value quickly and build confidence in the partnershipAim for strong client retention once the initial implementation period endsResources and Insights Build the playbooks. Make onboarding repeatable.Create simple guides, videos, and up-to-date documentation that make onboarding easierCollect client feedback and pain points, and share them with the team to improve our serviceDocument best practices and improve internal workflows03 | What You’ll BringAccounting or bookkeeping experience, or a strong background from an adjacent field with clear aptitude and enthusiasm for the space2 to 3 years in a customer-facing role such as client services, onboarding, or customer successClear written and spoken English, with the ability to explain complex ideas simplyStrong attention to detail and a client-first mindsetInterest in process improvement, documentation, and operational efficiencyFamiliarity with tools like Slack, Notion, HubSpot, or SalesforceOwnership mentality: organized, responsive, and able to manage multiple onboardings at onceComfortable working US business hours (or overlap) from homePreferred (nice to have):Experience creating training content such as guides, videos, or documentationFamiliarity with accounting software such as QuickBooks Online04 | How We WorkQuality: Checklists, clear notes, and documentation are part of every onboardingSecurity: Best practices for data privacy, MFA, and least-privilege access, alwaysCollaboration: Slack and Zoom check-ins, shared task boards, and predictable review cycles05 | Why CAS Is DifferentWe are not a gig platform. We are not a freelance marketplace. We are not short-term staffing. We invest in professionals who want to build a real career serving US clients. At CAS, you get:Permanent remote work, done rightFull company equipment provided (laptop, monitor, accessories)15 days PTO annually plus local holidays offGuaranteed annual increasesReferral rewards up to $1,000Monthly flexible stipend (CAS Flex Perks)Structured onboarding and supportA culture that actually shows up06 | Contract and ExclusivityThis is an independent contractor engagement. Full-time exclusivity is required: candidates must not hold other part-time or freelance engagements once hired. Conflict-of-interest checks may apply.Ready to take the next step?Your next big career move starts here.<https://jobs.ashbyhq.com/double/32e88fb1-0c15-4e68-b66f-35f54a437ec2>