Director, Client Implementation
On-site · Beverly, Massachusetts, United States
Job Summary
This role makes sure new clients and client transitions start clean. The Director, Client Implementation owns the end-to-end onboarding and transition process from sales to delivery, ensuring scope, systems, access, and workflows are clearly defined and documented. You will coordinate with Sales, Portfolio Managers, and internal teams to reflect what was sold and what the client truly needs, identify risks or unclear expectations early, and ensure a smooth handoff to delivery. You’ll lead a hands-on implementation function, guide documentation and recurring deadlines, manage the implementation team (including roles like Client Systems Specialist and Client Project Coordinator), and partner with Delivery, Technology, and Operations to improve workflows and client readiness for long-term service quality, retention, and profitability.
Required Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field, or equivalent experience
- 7+ years of accounting, bookkeeping, controller, client service, or implementation experience
- Strong accounting knowledge and practical experience with client financial operations
- Experience with QuickBooks Online and other cloud-based accounting or finance tools
- Strong project management skills and ability to keep multiple implementations moving
- Clear communication and follow-through
- Experience leading client onboarding, implementation, account transitions, or delivery handoffs
- Experience managing direct reports or coordinating the work of a small team
- CPA or controller-level experience is helpful but not required if candidate has strong accounting and implementation experience
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