Cas

Implementation Specialist

USA. Posted 9 days ago

The role

You will be the first point of contact for new CAS clients, supporting US accounting firms and businesses. You will manage client onboarding, ensure setup is complete, and create documentation to improve the onboarding process.

What you will do

  • Run onboarding calls and walk new clients through how working with CAS works
  • Make sure setup and account details are complete and accurate for every client you onboard
  • Work with sales and placement teams to flag early concerns
  • Check in regularly during the first months and respond to questions promptly
  • Help clients see value quickly and build confidence in the partnership
  • Aim for strong client retention once the initial implementation period ends
  • Create simple guides, videos, and up-to-date documentation
  • Collect client feedback and pain points to improve service
  • Document best practices and improve internal workflows

Required qualifications

  • Accounting or bookkeeping experience, or a strong background from an adjacent field with clear aptitude and enthusiasm for the space
  • 2 to 3 years in a customer-facing role such as client services, onboarding, or customer success
  • Clear written and spoken English
  • Strong attention to detail and a client-first mindset
  • Interest in process improvement, documentation, and operational efficiency
  • Familiarity with tools like Slack, Notion, HubSpot, or Salesforce
  • Ownership mentality: organized, responsive, and able to manage multiple onboardings at once
  • Comfortable working US business hours (or overlap) from home

Nice to have

  • Experience creating training content such as guides, videos, or documentation
  • Familiarity with accounting software such as QuickBooks Online

Benefits

  • Permanent remote work
  • Full company equipment provided (laptop, monitor, accessories)
  • 15 days PTO annually plus local holidays off
  • Guaranteed annual increases
  • Referral rewards up to $1,000
  • Monthly flexible stipend (CAS Flex Perks)
  • Structured onboarding and support

Before you apply

  • Full-time exclusivity is required: candidates must not hold other part-time or freelance engagements once hired
  • Conflict-of-interest checks may apply

About the company

CAS invests in professionals who want to build a real career serving US clients. They are not a gig platform, freelance marketplace, or short-term staffing.