Director, Client Implementation (Accounting)
About the Role
Supporting Strategies works with clients to ensure their financial operations are clear, organized, and running smoothly. The Director, Client Implementation is responsible for moving new clients from signed agreements into active delivery, ensuring they are set up correctly, and providing clear expectations and necessary documentation.
Key Responsibilities
New Client Implementation - Own the client implementation process from sales handoff through transition into active delivery. Ensure scope, expectations, systems, contacts, access, and recurring workflows are clearly understood. Keep the client informed, maintain clear expectations, communicate progress, and work with internal teams to remove blockers.
Client Transitions - Manage internal client transitions between portfolios or delivery teams. Ensure the outgoing and incoming teams complete a clean handoff, preserve important client history, workflow details, system access, deadlines, and known issues. Help make transitions feel seamless to the client and reduce disruption and confusion.
Portfolio Readiness - Support Portfolio Managers as they take on new clients or grow their books of business. Understand the implementation approach, client setup, workflow design, and handoff expectations. Ensure clients are not handed off before the receiving team is ready. Help improve portfolio building for sustainability and profitability.
Accounting Systems and Workflow Setup - Review client books, workflows, and accounting systems during implementation. Identify cleanup needs, chart of accounts issues, access gaps, workflow concerns, or system setup problems. Coordinate setup and support for client-facing tools like QuickBooks Online, Ramp, Bill.com, Rippling, and related platforms.
Documentation and Handoff - Make sure each implementation includes clear documentation for the receiving team. Maintain consistent implementation checklists, handoff notes, workflow documentation, and setup records. Confirm recurring deadlines, responsibilities, system access, and client-specific details are visible and accurate.
Process Improvement - Use implementation and transition work to identify recurring issues, bottlenecks, or avoidable rework. Recommend improvements to workflows, documentation, systems, and handoff practices. Partner with Delivery, Technology, and Operations to improve client implementations and reduce manual work.
What You Bring
Strong accounting knowledge and practical experience working with client financial operations.
Experience with QuickBooks Online and other cloud-based accounting or finance tools.
The ability to understand how client workflows, accounting systems, access, deadlines, and team responsibilities fit together.
Strong project management skills and the ability to keep multiple implementations moving at once.
Good judgment about when to standardize and when a client-specific adjustment is reasonable.
Clear communication and strong follow-through.
Comfort working across teams and asking direct questions when something is unclear.
The ability to identify risks early and push for resolution before problems move downstream.
A practical, service-minded approach to supporting both clients and internal teams.
The confidence to protect implementation standards without making the process unnecessarily rigid.
Preferred Experience
Bachelor's degree in Accounting, Finance, or a related field, or equivalent experience.
7+ years of accounting, bookkeeping, controller, client service, or implementation experience.
Experience in outsourced accounting, CAS, bookkeeping, or professional services.
Experience leading client onboarding, implementation, account transitions, or delivery handoffs.
Experience managing direct reports or coordinating the work of a small team.
Strong experience with QuickBooks Online.
Familiarity with tools such as Ramp, Bill.com, Rippling, or similar platforms.
CPA or controller-level experience is helpful, but not required if the candidate has strong practical accounting and implementation experience.
Success in This Role
New clients move from Sales to Delivery with clear expectations, clean setup, and fewer surprises.
Portfolio Managers feel prepared before taking ownership of a client.
Client handoffs are documented, organized, and easy for delivery teams to follow.
Internal client transitions happen with minimal disruption.
Implementation risks are identified early instead of becoming delivery problems later.
Client systems, access, workflows, and documentation are ready before steady-state service begins.
Portfolios are built in a way that supports client retention, team capacity, and gross margin.
The implementation team is organized, responsive, and trusted by Delivery.
Benefits
Supporting Strategies is deeply committed to creating a diverse and inclusive workforce. We are an Equal Opportunity Employer and do not engage in or tolerate discrimination based on race, color, religion, creed, national origin, sex, sexual orientation, gender identity, age, disability, or veteran status.