What will your day-to-day responsibilities look like?
- Managing multiple Implementations at once
- Frequently meeting with Firms to configure, test, and train their staff during their time in Implementation
- Traveling onsite in certain cases where a detailed training or workshop is needed for the firm (less than 10%)
- Manage activities, timelines, and dependencies for internal and external sharing using Monday.com, our implementation project-management system.
- Balancing creative problem-solving with process consultation to ensure an individual firm’s needs are met with our software.
- Taking ownership of internal projects, collaborating with team members inside and outside of Implementation, to help our team rapidly evolve.
The ideal candidate candidate for this role:
- Has 3 - 5 years of experience in B2B SaaS customer-facing implementations
- Has a deep-rooted passion for problem-solving and yearns for customer delight
- Can take initiative and drive progress, even when all the answers are not yet in front of them
- Has strong written and verbal communication skills with the ability to take complex situations and explain them simply.
- Has previous experience with customer-facing Project Management, Onboarding, and Implementation
- Is highly proficient in English, with excellent written grammar and spelling.
- Has expertise and confidence in managing the expectations of stakeholders at various levels (from Administrator to CFO)
Preferable experience also includes:
- Experience working in the accounting firm industry
- Experience with Monday.com Work Management Software
- Experience working with Hubspot and Jira
Benefits and Perks
- The big-picture value proposition of this role is simple: join us, and you'll be paid competitively to have freedom in solving worthwhile, challenging problems alongside other A-players at a fast growing SaaS startup led by an experienced and successful co-founding team with industry experience.
- Adventure travel stipend - you receive a $1,000 travel reimbursement on your work anniversary each year. We encourage our team to recharge and explore the world beyond their home office walls.
- Remote, work-from-anywhere culture
- Flexible PTO
- World Class health benefits - we believe in fostering flourishing teams by providing benefits that go beyond the usual standards - Health, vision, dental, HSA/FSA, and mental health support.
- Stock options - every Full Time Employee has ownership in Aiwyn's future and success.
- 401(k) matching
Our Values:
- Relentless by Design
- Owners not Renters
- Trust at the Core
Top Skills
What We Do
Aiwyn helps leading accounting firms automate and optimize critical revenue processes by unlocking client data from existing practice management and CRM systems with our Practice Automation platform.
With Aiwyn's Practice Automation platform, high-value firm executives, partners, and staff are liberated to deliver more value to clients and work at the highest end of their professional expertise.
Benefits of Practice Automation to accounting firms include:
- save time, bill faster
- eliminate tedious back office tasks
- reduce days-in-WIP and days-in-AR,
- speed up client payments
- smooth out cash flow
- protect financial health with predictive insights and controls
- offer a best-in-class experience to both employees and clients









