Supporting Strategies
Director,ClientImplementation(Accounting)
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“Director, Client Implementation (Accounting) at Supporting Strategies. Skills: Client implementation, Accounting systems, Workflow setup. Own client implementation process. Ensure scope, expectations, systems, contacts, access, workflows understood”
What You'll Achieve.
Clients start clean; Teams are prepared; Portfolios built for long-term service quality; Portfolios built for retention; Portfolios built for profitability; New clients move from Sales to Delivery with clear expectations; New clients move from Sales to Delivery with clean setup; New clients move from Sales to Delivery with fewer surprises; Portfolio Managers feel prepared before taking ownership; Client handoffs documented, organized, easy to follow; Internal client transitions happen with minimal disruption; Implementation risks identified early; Client systems, access, workflows, documentation ready before steady-state service; Portfolios support client retention; Portfolios support team capacity; Portfolios support gross margin; Implementation team organized, responsive, trusted by Delivery
Industry & Context.
Identify risks; Resolve issues; Identify gaps; Identify bottlenecks; Root cause analysis
What They're Looking For.
Must Have
Accounting knowledge, Client financial operations experience, QuickBooks Online experience, Cloud-based accounting tools experience, Understand workflows, systems, access, deadlines, responsibilities, Project management skills, Keep multiple implementations moving, Standardize vs client-specific adjustment judgment, Clear communication, Follow-through, Comfort working across teams, Ask direct questions, Identify risks early, Push for resolution, Practical, service-minded approach, Confidence to protect implementation standards
Nice to Have
Bachelor's degree in Accounting or Finance, 7+ years accounting, bookkeeping, controller, client service, or implementation experience, Outsourced accounting, CAS, bookkeeping, or professional services experience, Client onboarding, implementation, account transitions, or delivery handoffs experience, Managing direct reports or coordinating team work experience, Familiarity with Ramp, Bill. com, Rippling, or similar platforms, CPA or controller-level experience
What You'll Do.
Own client implementation process
Keep client informed during implementation
Maintain clear expectations
Coordinate with Sales
Ensure implementation plan reflects sales and client needs
or unclear expectations
Ensure implementation follows delivery standards
Allow for client-specific needs
Confirm receiving Portfolio Manager has needed information
Manage internal client transitions
Ensure clean handoff between teams
Preserve client history
Make transitions feel seamless to client
confusion during account moves
Support Portfolio Managers with new clients or book
Help new Portfolio Managers understand implementation approach
Ensure clients not handed off before team is
Look for patterns creating downstream delivery issues
Improve portfolio building for sustainability and profitability
Identify cleanup needs
Identify chart of accounts issues
Identify workflow concerns
Identify system setup problems
Coordinate setup and support for client-facing tools
Lead implementation support team members
Coordinate with internal specialists
or technology resources
Ensure system setup and workflow decisions documented
Ensure implementation includes clear documentation for receiving team
Maintain consistent implementation checklists
Maintain handoff notes
Maintain workflow documentation
Maintain setup records
Confirm recurring deadlines
client-specific details
Reduce reliance on informal knowledge transfer
Improve documentation over time
Manage and support implementation team
Assign work to implementation team
Monitor implementation team progress
Remove blockers for implementation team
Keep implementation tasks moving
Set clear expectations for follow-up
Coach implementation team members
consistent implementation function
Identify recurring issues
Recommend improvements to workflows
Partner with Delivery
and Operations to improve
Improve consistency across client implementations
Focus on better client starts
Focus on clearer handoffs
Focus on stronger delivery outcomes
How You'll Work.
Team & Collaboration
Work across Sales, Delivery, Technology, internal support teams; Coordinate with Sales, Portfolio Managers; Partner with Delivery, Technology, Operations
Communication Scope
Clear communication; Follow-through; Ask direct questions; Communicate progress
Process & Methodology
Project discipline, Project management
Full Job Description
About the Role Supporting Strategies works with clients who rely on us to keep their financial operations clear, organized, and running smoothly. A strong client relationship starts with a strong implementation. The Director, Client Implementation owns the process of moving new clients from signed agreement into active delivery. This role makes sure each client is set up correctly, expectations are clear, systems and access are ready, workflows are documented, and the receiving Portfolio Manager has what they need to support the client successfully. This role also manages internal client transitions between portfolios, making sure clients experience continuity and teams have the information they need before taking ownership. This is a hands-on leadership role for someone with strong accounting experience, good project discipline, and the ability to work across Sales, Delivery, Technology, and internal support teams. The goal is simple: clients should start clean, teams should be prepared, and portfolios should be built in a way that supports long-term service quality, retention, and profitability. Key Responsibilities New Client Implementation Own the client implementation process from sales handoff through transition into active delivery. Make sure scope, expectations, systems, contacts, access, and recurring workflows are clearly understood before the client moves into steady-state service. Keep the client informed during implementation, maintain clear expectations, communicate progress, and work with the right internal teams to remove blockers before they create confusion or delay. Coordinate with Sales, Portfolio Managers, and internal teams to make sure the implementation plan reflects what was sold and what the client actually needs. Identify gaps, risks, or unclear expectations early and work with the right people to resolve them. Make sure each implementation follows Supporting Strategies’ delivery standards while allowing for reasonable client-specific need
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