Aprio

Senior Implementation Specialist

Aprio

full-time

Posted on:

Location Type: Hybrid

Location: Atlanta • United States

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Job Level

Senior

About the role

  • 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.
  • 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.
  • 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.
  • Review release documentation for accounting platforms and communicate relevant changes, updates, or new features to internal teams and clients.
  • Conduct demos and trainings for prospective clients or internal stakeholders as needed.
  • Support automation initiatives by facilitating cross-team collaboration, gathering requirements, and testing new processes.
  • Provide training and walkthroughs for Aprio staff and clients on system navigation, reporting, and platform features.
  • 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.
  • 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.

Requirements

  • 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.
Benefits
  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
accounting system configurationdata migrationtechnical troubleshootingsystem integrationdata synchronizationautomationreportinguser managementprocess improvementSOP development
Soft Skills
communicationcustomer serviceproblem-solvingcollaborationtrainingproject managementattention to detailadaptabilityclient onboardingtechnical support
Certifications
Bachelor’s degree in Information TechnologyBachelor’s degree in Accounting