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Operations – Integrations Specialist

Description:

We are seeking an experienced and highly organized Integrations Support Specialist who will be responsible for supporting, troubleshooting, and optimizing firm integrations and between accounting platforms and third-party systems (such as CRMs, payroll platforms, expense management tools, etc.). This role requires a strong technical foundation, excellent problem-solving skills, and the ability to communicate effectively with both technical and non-technical users.

Key Objectives:

· Active support in integration projects ensuring timelines, deliverables, and resources are aligned.

· Work with internal teams to setup new users in various software programs

· Maintain detailed documentation of integration processes, including issues and resolutions.

· Troubleshoot and resolve integration issues and data discrepancies.

Update checklists for due diligence, pre-closing, and post-closing

· Liaise with third-party vendors and new firms, to ensure smooth integration process

· Monitor integration performance and proactively identify and resolve potential problems.

· Train new staff on integration tools and firm best practices.

· Work with IT on timing and data gathering

· Develop and maintain integration roadmaps covering systems (accounting, CRM, payroll, HRIS, expense), processes, and data migration.

· Coordinate across functional leads (Operations, Finance, HR, IT, Client Services) to ensure seamless adoption of firm standards.

· Establish and track KPIs to measure integration success (e.g., system uptime, error resolution cycle time, user adoption).

· Act as point of contact for newly acquired firms during the onboarding phase, managing expectations and communicating progress.

· Document lessons learned and refine integration methodologies to accelerate future projects.

· Support change management and training programs to ensure staff at new offices adopt firm tools and processes.

· Provide day-to-day support for firm integrations and data flows between internal systems and client platforms.

Requirements:

· Demonstrated experience in project management, preferably in accounting, professional services, or technology integration.

· Familiarity with M&A integration lifecycle (due diligence, pre-close planning, cutover, post-close stabilization).

· PMP, Agile, or Lean Six Sigma certification preferred but not required.

· Ability to manage multiple concurrent projects and work in a fast-paced, acquisitive environment.

· Strong interpersonal skills with the ability to influence without direct authority across departments and office locations.

  • Experience supporting or managing integrations with accounting platforms
  • Strong analytical and troubleshooting skills.
  • Excellent communication and documentation abilities with very strong organizational skills.
  • Comfortable working with both internal teams and external clients.
  • General knowledge of data security best practices and compliance standards.
  • Ability for minor travel, as needed, visiting new office locations
  • Proficient in Microsoft Office and advanced skills Excel, Outlook, and Teams

Salary:

Job Type: Full-timeSchedule: 9:00am – 5:30pm – On SiteAbility to commute/relocate:Reliably commute or planning to relocate before starting work (Required)This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $70K – $80K annually, commensurate with experience and qualifications.In addition to a rewarding career, we provide a robust benefits package, including:Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)Company-Paid Life and Long-Term Disability InsuranceAncillary Benefits such as supplemental life insurance and short-term disability optionsClassic Safe Harbor 401(k) Plan with employer contributionsOpportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Application Instructions:

Interested in joining us? Fill out the form below and include your resume.

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

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