Supporting Strategies
Director, Client Implementation (Accounting)
United States
Role brief
What this role is asking for.
About the Role Supporting Strategies works with clients who rely on us to keep their financial operations clear, organized, and running smoothly. A strong client relationship starts with a strong implementation. The Director, Client Implementation owns the process of moving new clients from signed agreement into active delivery. This role makes sure each client is set up correctly, expectations are clear, systems and access are ready, workflows are documented, and the receiving Portfolio Manager has what they need to support the client successfully. This role also manages internal client transitions between portfolios, making sure clients experience continuity and teams have the information they need before taking ownership. This is a hands-on leadership role for someone with strong accounting experience, good project discipline, and the ability to work across Sales, Delivery, Technology, and internal support teams. The goal is simple: clients should start clean, teams should be prepared, and portfolios should be built in a way that supports long-term service quality, retention, and profitability. Key Responsibilities New Client Implementation Own the client implementation process from sales handoff through transition into active delivery. Make sure scope, expectations, systems, contacts, access, and recurring workflows are clearly understood before the client moves into stead...
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