The Role
The Senior Implementation Specialist manages the setup, configuration, and implementation of accounting software, ensuring smooth onboarding and accurate data migration for clients. Role includes troubleshooting technical issues and providing training.
Summary Generated by Built In
Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio's Information Technology team and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Implementation Specialist to join their dynamic team.
The Senior Implementation Specialist is responsible for the hands-on setup, configuration, and implementation of accounting technology solutions—Focusing on Sage Intacct, and including NetSuite, QuickBooks Enterprise, or similar platforms—for Aprio’s internal client accounting services. This role works directly with Aprio teams and clients to ensure seamless onboarding, accurate data migration, and optimal platform configuration, supporting the delivery of high-quality accounting solutions across various technology stacks.
Responsibilities:
- Client Setup & Platform Implementation
- Configure new accounting system environments (e.g., Sage Intacct, NetSuite, QuickBooks Enterprise, or similar platforms) for Aprio clients, including chart of accounts, modules, and custom integrations.
- Migrate client data into selected accounting platforms, ensuring accuracy, completeness, and compliance with Aprio standards.
- Establish and test connections with integrated systems (e.g., expense management, bill payment, invoicing platforms) as part of the implementation process.
- Participate in client onboarding calls to define configuration needs, technical integrations, and project timelines.
- Technical Support & Troubleshooting
- Address technical issues during implementation, including data sync problems, integration errors, and system configuration challenges.
- Monitor dashboards and activity logs to proactively identify and resolve potential issues.
- Respond to internal helpdesk tickets and support requests related to accounting system implementations.
- Documentation & Process Improvement
- Maintain and update implementation templates, documentation, and requirements for accounting platforms and related integrations.
- Contribute to the development and refinement of standard operating procedures (SOPs) and best practices for platform setup and configuration.
- Assist in standardization and templatization of client segments for consistent delivery.
- Release Management & Communication
- Review release documentation for accounting platforms and communicate relevant changes, updates, or new features to internal teams and clients.
- Demo and Prospect Support
- Conduct demos and trainings for prospective clients or internal stakeholders as needed.
- Automation Project Support
- Support automation initiatives by facilitating cross-team collaboration, gathering requirements, and testing new processes.
- Training & Enablement
- Provide training and walkthroughs for Aprio staff and clients on system navigation, reporting, and platform features.
- Support knowledge transfer and documentation for ongoing client success.
- Collaboration & Continuous Improvement
- Work with project teams to communicate status updates, open items, and next steps for ongoing implementations.
- Research and recommend new marketplace offerings and integration solutions to enhance client and staff experience.
- User & Data Management
- Assist with user management within the technology stack, ensuring appropriate access and data integrity.
- Perform regular spot checks on system activity logs to identify and resolve errors.
Qualifications:
- Bachelor’s degree in Information Technology, Accounting, or related field preferred. Hands-on experience with implementation and configuration of accounting systems (e.g., Sage Intacct, NetSuite, QuickBooks Enterprise, or similar platforms).
- Strong technical troubleshooting and problem-solving skills.
- Ability to communicate effectively with internal teams and clients.
- Experience with financial system integrations and data migration is a major plus.
- Commitment to excellent customer service and process improvement.
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
Top Skills
NetSuite
Quickbooks Enterprise
Sage Intacct
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The Company
What We Do
Aprio is a premier CPA and business advisory firm that advises clients and associates on how to achieve what’s next. Aprio’s associates work as integrated teams across advisory, assurance, tax, outsourcing, staffing and private client services, bringing the best thinking and personal commitment to each client. Across practices, Aprio brings together proven expertise, deep understanding and strategic foresight for industries including Manufacturing and Distribution; Non-Profit and Education; Professional Services; Real Estate and Construction; Retail, Franchise and Hospitality; and Technology and Blockchain.
Headquartered in Atlanta, Georgia, Aprio has grown to over 1,000+ team members. To serve clients wherever life or business may take them, Aprio’s teams speak more than 30 languages and work with clients in over 50 countries.
