[Remote] Implementation Manager at Aiwyn

United States

Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

SaaS, Accounting TechnologyIndustries

Requirements

3 - 5 years of experience in B2B SaaS customer-facing implementations
Deep-rooted passion for problem-solving and customer delight
Ability to take initiative and drive progress without all answers available
Strong written and verbal communication skills to explain complex situations simply
Previous experience with customer-facing Project Management, Onboarding, and Implementation
Highly proficient in English with excellent written grammar and spelling
Expertise and confidence in managing stakeholder expectations at various levels (e.g., Administrator to CFO)
Preferable experience
Experience working in the accounting firm industry
Experience with Monday.com Work Management Software
Experience working with Hubspot and Jira

Responsibilities

Manage multiple implementations at once
Frequently meet with firms to configure, test, and train their staff during implementation
Travel onsite (less than 10%) for detailed training or workshops when needed
Manage activities, timelines, and dependencies for internal and external stakeholders using Monday.com
Balance creative problem-solving with process consultation to meet individual firm needs with the software
Take ownership of internal projects and collaborate with team members across the organization to evolve the team
Onboard and educate new firms on using Aiwyn’s software modules
Advise firms on best operational practices when using Aiwyn’s software
Provide transparent, supported experience as customers go-live with products
Act as primary lead interfacing with customers throughout implementation
Configure customer systems based on chosen specifications
Train firms on software usage expectations and test data flowing through the software
Design and refine standard operating procedures

Skills

Key technologies and capabilities for this role

SaaS ImplementationCustomer OnboardingSystem ConfigurationStaff TrainingProject ManagementMonday.comProcess ConsultationProblem-SolvingData TestingTimeline Management

Questions & Answers

Common questions about this position

What experience is required for the Implementation Manager role?

The ideal candidate has 3-5 years of experience in B2B SaaS customer-facing implementations, previous experience with customer-facing Project Management, Onboarding, and Implementation, strong written and verbal communication skills, and proficiency in managing stakeholder expectations.

Is travel required in this role?

Yes, traveling onsite is required in certain cases where detailed training or workshops are needed for the firm, but it is less than 10%.

What are the day-to-day responsibilities of the Implementation Manager?

Responsibilities include managing multiple implementations at once, frequently meeting with firms to configure, test, and train staff, managing activities and timelines using Monday.com, balancing problem-solving with process consultation, and taking ownership of internal projects.

What makes an ideal candidate for this position?

An ideal candidate has a deep-rooted passion for problem-solving, yearns for customer delight, can take initiative and drive progress even without all answers, and is highly proficient in English with excellent grammar and spelling.

What is the employment type for this role?

This is a full-time position.

Aiwyn

AI-driven automation platform for accountants

About Aiwyn

Aiwyn offers a Practice Automation platform for accounting firms, leveraging AI and machine learning to automate revenue processes by extracting client data from existing practice management and CRM systems. The platform streamlines billing, accelerates client payments, and provides predictive insights for financial health.

Charlotte, North CarolinaHeadquarters

2020Year Founded

$109.9MTotal Funding

LATE_VCCompany Stage

Consulting, Enterprise Software, Financial ServicesIndustries

51-200Employees

Benefits

Remote Work Options

Unlimited Paid Time Off

Health Insurance

Dental Insurance

Vision Insurance

Mental Health Support

401(k) Company Match

Stock Options

Employee Discounts

Risks

Emerging fintech startups may erode Aiwyn's market share.

Integration challenges with CPA systems could delay adoption of new solutions.

Economic downturns may reduce CPA firms' tech spending.

Differentiation

Aiwyn automates AR processes, freeing partners to focus on client value.

Client Engagement Automation streamlines client intake and engagement letter processes.

Aiwyn integrates AI and cloud tech for superior client experiences.

Upsides

Aiwyn secured $113M to enhance CPA firm operations and tax technology.

Growing demand for AI-driven automation boosts Aiwyn's market potential.

Aiwyn's high NPS score indicates strong customer satisfaction.

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