
Implementation and Customer Success Coordinator
Accountfy
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇧🇷 Brazil
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Lead the execution of implementation and customer success projects, ensuring technical quality, predictability, and adherence to methodology
- Plan, monitor, and prioritize the weekly activities of the implementation team, ensuring deadlines and delivery standards are met
- Actively participate in strategic project decisions, connecting technical, operational, and business perspectives
- Map and structure accounting and financial closing routines with clients, ensuring accurate translation of processes into the platform
- Build, validate, and review financial statements and management presentations used in solution configuration
- Validate schedules, scope, risks, and key project documents (Blueprints) with stakeholders
- Provide continuous technical oversight of deliverables across all project phases, proactively addressing deviations
- Develop the team through technical guidance, training, and support in resolving accounting and system-related issues
- Actively manage the portfolio of clients under your responsibility, tracking success, engagement, and satisfaction metrics
- Lead implementations of complex accounting structures, including multi-currency environments, GAAP adjustments, and differing regulations
- Ensure compliance with IFRS, BRGAAP and USGAAP in deliverables, configurations, and consolidations
- Consolidate accounting and financial information from multiple sources directly through the platform
- Work closely with CFOs, Controllers, and Auditors, ensuring a high level of technical expertise, trust, and credibility in deliverables
- Support audit processes and technical reviews conducted by clients
- Contribute to building long-term relationships by identifying continuous improvement opportunities across the customer journey
Requirements
- Bachelor's degree in Accounting, Business Administration, Finance, or related fields
- Fluent in Spanish
- Solid experience in Accounting and Controllership, with mastery of closing routines and financial analysis
- Previous leadership experience with a focus on work organization, performance monitoring, and delivering results
- Proficiency in financial and accounting statements, including Balance Sheet (BP), Income Statement (DRE), Cash Flow Statement (DFC), Statement of Changes in Equity (DMPL), Value Added Statement (DVA), and explanatory notes
- Deep knowledge of accounting fundamentals, such as double-entry bookkeeping, trial balance, general ledger, and the structure of financial statements
- Experience consolidating financial data from multiple sources and preparing management reports and analyses
- Ability to work on complex projects with multiple stakeholders and high technical demands
- Experience in implementation projects, client onboarding, or SaaS solutions is a plus
- Experience in direct client relationships, especially in financial and accounting contexts
Benefits
- Not specified 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
accountingfinancial analysisfinancial statementsGAAPIFRSBRGAAPUSGAAPdouble-entry bookkeepingtrial balancegeneral ledger
Soft skills
leadershipwork organizationperformance monitoringclient relationship managementtechnical oversightcommunicationproblem-solvingstrategic decision-makingteam developmentcontinuous improvement
Certifications
Bachelor's degree in AccountingBachelor's degree in Business AdministrationBachelor's degree in Finance