Implementation Specialist

100% Remote · Full-Time Independent Contractor

Imagine a client’s first weeks with CAS feeling organized, clear, and confident. You make that happen.

01 | About the Role

You’ll be the first point of contact for new CAS clients, supporting growing US accounting firms and businesses as they start working with us. You make sure the setup is complete, expectations are clear, and every client sees value early. This is a full-time independent contractor role with exclusivity. No other engagements after hire.

You see onboarding as a system: clean inputs, smooth handoffs, and a first experience clients remember. If you like turning a fresh start into a strong foundation, welcome.

The ideal candidate

• You have accounting or bookkeeping experience, or a strong background from an adjacent field with clear aptitude and enthusiasm for the space

• You can guide clients through a new process with patience and minimal supervision

• You enjoy creating order (checklists, guides, documentation) and catching gaps early

• You’re tech-curious and look for ways to make onboarding faster and simpler

• You build trust through consistency, transparency, and simple explanations

02 | What You’ll Own

Client Launch Great relationships start with a great first month.

• Run onboarding calls and walk new clients through how working with CAS works

• Make sure setup and account details are complete and accurate for every client you onboard

• Work with our sales and placement teams to flag early concerns that could stop a prospect from moving forward

Early Success Confidence is built in the first months.

• Check in regularly during the first months and respond to questions promptly

• Help clients see value quickly and build confidence in the partnership

• Aim for strong client retention once the initial implementation period ends

Resources and Insights Build the playbooks. Make onboarding repeatable.

• Create simple guides, videos, and up-to-date documentation that make onboarding easier

• Collect client feedback and pain points, and share them with the team to improve our service

• Document best practices and improve internal workflows

03 | What You’ll Bring

• Accounting or bookkeeping experience, or a strong background from an adjacent field with clear aptitude and enthusiasm for the space

• 2 to 3 years in a customer-facing role such as client services, onboarding, or customer success

• Clear written and spoken English, with the ability to explain complex ideas simply

• Strong attention to detail and a client-first mindset

• Interest in process improvement, documentation, and operational efficiency

• Familiarity with tools like Slack, Notion, HubSpot, or Salesforce

• Ownership mentality: organized, responsive, and able to manage multiple onboardings at once

• Comfortable working US business hours (or overlap) from home

Preferred (nice to have):

• Experience creating training content such as guides, videos, or documentation

• Familiarity with accounting software such as QuickBooks Online

04 | How We Work

• Quality: Checklists, clear notes, and documentation are part of every onboarding

• Security: Best practices for data privacy, MFA, and least-privilege access, always

• Collaboration: Slack and Zoom check-ins, shared task boards, and predictable review cycles

05 | Why CAS Is Different

We are not a gig platform. We are not a freelance marketplace. We are not short-term staffing. We invest in professionals who want to build a real career serving US clients. At CAS, you get:

• Permanent remote work, done right

• Full company equipment provided (laptop, monitor, accessories)

• 15 days PTO annually plus local holidays off

• Guaranteed annual increases

• Referral rewards up to $1,000

• Monthly flexible stipend (CAS Flex Perks)

• Structured onboarding and support

• A culture that actually shows up

06 | Contract and Exclusivity

This is an independent contractor engagement. Full-time exclusivity is required: candidates must not hold other part-time or freelance engagements once hired. Conflict-of-interest checks may apply.

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