PBMares is currently seeking an Implementation Specialist to join our Consulting (Pathways) segment. The Implementation Specialist ensures that services and systems are delivered to clients on time and that they are designed to meet the clients’ needs. The implementation specialist forms a conduit between companies and their clients

What you will do:

• The implementation specialist is responsible for managing the onboarding and early stage support for new clients and for facilitating a smooth transition to the long-term Accounting Team.
• Orchestrates and implements the new client process
• Serves as the primary contact and initial combined Outsourced Accountant and Controller during the initial 90 days with a new client before transitioning the work to a CAS Outsourced Accountant, Controller, and possibly an intern for Accounts Payable Processing
• Initial setup of 3rd party applications that the firm and the client will use to collaborate for ongoing financial reporting, document processing, etc.
• Provides training for new clients and client staff in the use of shared software applications
• Provides orientation and training relating to the Service Level Agreement requirements, collaborative workflow, ongoing scheduling of CFO and weekly Accountant meetings, and helps reinforce the importance of client compliance with processing and meeting agreements
• Along with Help Desk staff, is responsible for remaining current and fully developed in the use of CAS accounting and integrated applications and for providing supportive ongoing training and development to the CAS team
• Telephone, video conference and live consultations with clients to review Internal Management Reports and other information during the implementation period
• Develops and strengthens long-term relationships with senior client management and peer client levels
• Plans, organizes and controls multiple responsibilities and resources to achieve assignment objectives
• Manages the assignment budget and profitability in their area of responsibility
• Anticipates and communicates budget issues, identifies opportunities to improve assignment profitability and prepares billings and assists in collections
• Identifies client needs/opportunities to sell additional value added services
• Identifies cross-selling opportunities and refers them to the appropriate team member
• Leverages commercial and market knowledge to anticipate client needs for new/additional services
• Development of functional specialization and/or industry expertise
• Builds strong coaching skills
• Actively pursues self-development opportunities in line with the competency model
• Develop discovery questions for potential clients
• Set up and present Pathway demonstration to potential clients
• Prepare pricing spreadsheet and arrangement letter for management review
• Track potential client progress and follow up as needed

What you get:

• Full benefits: medical, dental, 401K match
• Paid Time Off
• 9 paid holidays per year
• Flexible work schedule which may include hybrid work environment
• Summer Hours- Friday half days (based on a minimum 40 hour work week)
• Company investment of a minimum of 40 hours learning and development annually
• The opportunity to grow and shape the future of the firm