What are the responsibilities and job description for the Fintech Implementation Specialist - Remote position at Vivo HealthStaff?
Job Title: Fintech Implementation Specialist
Recruiter: Vivo HealthStaff (recruiting on behalf of an innovative FinTech client)
Location: Remote (US-based)
Employment Type: Full-time
Compensation: $70,000 – $90,000 Base Salary (OTE: $80,000 – $100,000) Competitive Equity
Schedule: 40 hours per week (8 hours/day) across MT, CT, or ET hours
About the Opportunity
Vivo HealthStaff has partnered with a fast-growing, venture-backed financial technology company specializing in AI-driven software solutions for accounting and finance professionals.
We are seeking a Fintech Implementation Specialist with a solid foundation in bookkeeping or accounting to act as a dedicated onboarding and customer success partner for new clients. Functioning as an SMB Customer Success Specialist, you will guide small-to-mid-sized accounting and bookkeeping practices through their critical first 90–100 days, ensuring seamless adoption, high client satisfaction, and long-term success.
Key Responsibilities
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Client Onboarding & Training: Lead dedicated onboarding sessions (such as initial 60-minute setup and basic training calls via Zoom) to help new clients realize product value quickly.
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Follow-up & Enablement: Facilitate subsequent sync calls (typically 15–45 minutes) covering feature deep dives, workflow reviews, and team training.
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Portfolio Management: Manage the end-to-end implementation lifecycle for a portfolio of SMB clients (firms supporting 10–50 clients monthly) throughout their first 90–100 days.
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Primary Point of Contact: Serve as the trusted contact for customer inquiries and troubleshooting during the onboarding journey to secure high renewal and retention rates.
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Voice of the Customer: Capture, document, and share client feedback and feature requests with internal teams to help influence the product roadmap.
Required Qualifications
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Accounting/Bookkeeping Background: 2–3 years of professional experience in accounting or bookkeeping.
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Career Tenure: At least 2 years of overall full-time professional work experience.
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Client-First Mindset: Highly proactive, coachable, and enthusiastic about working directly with clients in a fast-paced environment.
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Work Authorization: Must be a US Citizen or Green Card holder (visa sponsorship is not available).
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Availability: Able to work full-time (40 hours per week) aligned with Mountain, Central, or Eastern Time hours.
Preferred Qualifications
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Prior experience in a customer-facing role within a SaaS or technology environment (e.g., Customer Success, Onboarding, or Implementation).
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Familiarity with modern accounting platforms and collaborative software tools (e.g., QuickBooks, Xero, Salesforce, Slack, Intercom, Notion, Zapier, Gong, or Loom).
Salary : $65,000 - $75,000