Executive - Implementation

We are looking for a motivated and detail-oriented Executive Implementation to join our growing team. This role is ideal for individuals with up to 3 years of experience in finance, accounting systems, or client support, who are passionate about technology and business process implementation.

You will work closely with international clients (primarily US-based) to help set up and implement cloud-based accounting software like QuickBooks Online (QBO), Xero, Sage Intacct, Microsoft Dynamics, Oracle NetSuite, and others. Youll also be responsible for documenting client requirements, coordinating with internal teams, and supporting clients through the implementation process.

• Assist in setting up and configuring accounting and financial software solutions based on client requirements.
• Interact with US-based clients to understand their business needs, provide guidance, and support the implementation process.
• Prepare and maintain clear and accurate Functional Requirement Documents (FRDs) and Business Requirement Documents (BRDs) to ensure client needs are translated into effective system setups.
• Help train clients on using the software and provide support during and after implementation to ensure smooth adoption.
• Coordinate with internal teams such as development, support, and product to ensure timely delivery and issue resolution.
• Provide regular updates, reports, and status communications to both clients and internal stakeholders.
• Identify and help resolve configuration, integration, or user-related issues during implementation.
• Contribute to building strong client relationships by providing a positive onboarding and support experience.
• MBA in Finance / M.Com / CA Inter or equivalent qualification in commerce or finance.

Technical Competency:

• Basic understanding of accounting principles and financial systems.
• Excellent verbal and written communication skills.
• Strong documentation skills (familiarity with FRDs, BRDs is a plus).
• Willingness to interact with international clients (primarily US).
• Ability to learn new tools quickly and work in a fast-paced environment.
• Problem-solving mindset and attention to detail.
• Ability to manage multiple tasks efficiently and meet deadlines.

Preferred Skills:

• Exposure to or hands-on experience with accounting tools such as QuickBooks Online, Xero, NetSuite, Sage Intacct, etc.
• Familiarity with cloud-based software solutions.
• Basic knowledge of the US accounting or taxation system.
• Basic understanding of accounting principles and financial systems.
• Excellent verbal and written communication skills.
• Familiarity with cloud-based software solutions.
• Basic knowledge of the US accounting or taxation system.