Implementation Specialist

Responsibilities

• Oversee the implementation and integration of Foresight software, ensuring projects stay on track.
• Identify, assess, and mitigate potential risks that could impact project timelines or outcomes.
• Help customers navigate the transition to new software, addressing concerns, and managing resistance to change.
• Standardize and scale systems, workflows, playbooks, and best practices to improve outcomes and efficiency while supporting a growing customer base.
• Leverage data analytics to identify trends, uncover opportunities, and implement improvements that drive success for both customers and Foresight.
• Work with the leadership team to develop and execute strategies for further account software adoption.
• Operate effectively in a fast-paced, early-stage startup environment with evolving requirements and priorities.

Qualifications

• Bachelor's degree in accounting, business or related field; commensurate years of experience in lieu of degree.
• Minimum of 5 years of experience in finance, fund accounting systems, or similar fields.
• Demonstrated experience working with fund accounting and finance systems.
• Strong understanding of accounting principles and ability to describe principles to outside audiences.
• Experience collaborating closely with other teams, Customer Success and Engineering teams to deliver user-centered solutions.
• Willingness to learn new software and platforms.
• PREFERRED: CPA license, active, inactive, or expired.
• Experience working in an entrepreneurial or early-stage environment, with comfort operating in a small, fast-moving team.
• Experience with or willingness to use AI in day-to-day workflow to increase development efficiency.