Full-Time

Senior Director of Implementation

Confirmed live in the last 24 hours

Aiwyn

Aiwyn

51-200 employees

AI-driven automation platform for accountants

Consulting
Enterprise Software
Financial Services

Senior, Expert

Remote in USA

Category
Supply Chain Management
Warehouse Operations
Operations & Logistics
Requirements
  • Proven experience of 7+ years within an early stage or growth company implementing and leading a team for SaaS solutions, preferably in the tax and accounting or related industry.
  • Strong project management skills with the ability to manage and oversee a team with multiple implementations concurrently.
  • Excellent problem solving, communication and interpersonal skills with internal and external team members of all levels.
  • Understanding of integrations between SaaS and software platforms.
  • Knowledge of tax and accounting processes is a plus.
  • The ability to travel occasionally for onsite Company meetings.
Responsibilities
  • Responsible for team members to manage projects effectively and identify critical dependencies throughout the implementation process.
  • Ensure team members are embracing and routinely updating our project management tool for visibility and transparency to each project and proactively communicating updates as the primary contact for clients.
  • Continuously refine our internal playbook and repeatable processes to streamline client onboarding for the implementation and testing of Aiwyn’s solutions.
  • Oversee the onboarding and training process for hiring Implementation team members as we grow our team to 6-10 team members.
  • As a player coach, you will lead end-to-end implementation processes for new clients, ensuring a smooth transition from sales to go live.
  • Work closely with clients to understand their specific needs and configure the SaaS platform to meet those requirements.
  • Conduct testing and training sessions for clients to ensure they fully understand the features and capabilities of the SaaS solution.
  • Monitor project quality, team capacity, timeline, risk, and performance of each project and team member.
  • Work closely with sales to understand client requirements and develop tailored implementation plans.
  • Collaborate with internal teams to address any roadblocks, ensure timely project delivery and effectively manage escalations when needed.
Desired Qualifications
  • Working in the accounting firm industry
  • Experience with Monday.com Work Management Software
  • Working with Hubspot, Zendesk and Jira

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.

Company Stage

Late Stage VC

Total Funding

$109.9M

Headquarters

Charlotte, North Carolina

Founded

2020

Growth & Insights
Headcount

6 month growth

0%

1 year growth

1%

2 year growth

-1%
Simplify Jobs

Simplify's Take

What believers are saying

  • 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.

What critics are saying

  • 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.

What makes Aiwyn unique

  • 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.

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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