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Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Finance Implementation Specialist - **Company:** AUXILIO INC - **Location:** United States (Remote available) - **Salary:** $65,000.0 - $80,000.0 - **Contract:** Permanent contract - **Skills:** Computing Platforms, System Configuration, Data Migration, Financial Software, QuickBooks (Software), Gsuite - **Published:** May 23, 2026 - **Apply:** https://www.indeed.com/viewjob?jk=07050e8acc8612df ## About the Role Do you have experience in Technical user customer support?, Do you have a Bachelor's degree?, * Bachelor's degree in Accounting, Finance, Business, or a related field. * Proven experience implementing and supporting financial software systems, preferably QuickBooks Online, Bill.com, Ramp, Planning Center, or Bloomerang. * Strong understanding of accounting principles and practices, including the chart of accounts, budgeting, and financial reporting. Fundamental understanding of generally accepted accounting principles and practices. * Excellent communication, interpersonal, and client management skills, focusing on building rapport and providing empathetic support. * Ability to work independently and as part of a team to achieve project goals and deadlines. * Experience working with churches or non-profit organizations is preferred. * Proficient in business analysis, strategic thinking/planning, implementation design, and change management. * Fluent in church/nonprofit functions, leadership, organization, staffing, and administration. * Competent in multi-tasking, delegation, project management, problem-solving, and issue/conflict resolution., * Strong analytical and problem-solving skills. * Excellent organizational and time management skills.1 * Ability to adapt to changing client needs and priorities. * Self-starter with proven ability to self-teach and find resources to answer questions. * Proficient in Google Workspace. * Commitment to providing exceptional client service and support, demonstrating patience, understanding, and a proactive approach to addressing client needs during the onboarding and implementation. ## Description The Finance Implementation Specialist plays a vital role in successfully setting up and integrating financial systems and processes for Auxilio's clients. This role demands a strong understanding of accounting principles and software platforms, as well as a client-centric approach to implementation and support. The emphasis is on guiding clients through the changes associated with adopting new financial technologies and Auxilio's preferred practices. The Finance Implementation Strategist will lead clients through the adoption of Auxilio's preferred financial technology stack, ensuring a smooth transition and efficient management of their financial operations., * Lead financial discussion in client onboarding meetings to gather information, understand the client's needs, and develop tailored implementation plans. * Consistently communicate with clients during the onboarding period to ensure smooth adoption of new systems and address any challenges. Proactively anticipate potential roadblocks. * Collaborate with the Client Services Team to ensure a seamless transition of client relationships after the initial implementation phase. * Maintain open communication with clients, providing timely updates and support throughout onboarding, fostering rapport, trust, and confidence. 30% - System Implementation: * Implement and configure Auxilio's preferred software platforms, including QuickBooks Online, Bill.com, Ramp, Planning Center, and Bloomerang, tailored to each client's specific needs. * Oversee the installation, setup, and testing of financial software systems, ensuring seamless data migration from existing systems, when applicable. * Provide training and support to clients on the use and functionality of implemented software platforms, with patience and empathy for their learning curve. * Maintain comprehensive documentation of the implementation process, system configurations, and client-specific customizations. * Collaborate with clients to understand their financial needs and requirements, including budgeting, chart of accounts setup, bill pay processes, and donation management., * Guide clients in establishing efficient bill-payment processes with Bill.com or Ramp, including vendor setup, payment approvals, and expense management. * Provide guidance on budgeting and financial reporting to ensure clients can effectively monitor their financial performance. * Address and resolve client inquiries and issues related to the implemented financial systems and processes, demonstrating strong problem-solving and customer service skills. * Support clients in utilizing Planning Center and Bloomerang for donation management. This includes tracking contributions, generating reports, registering for events, and receiving non-donation income. * Manage the onboarding clients' ERP system by ensuring transactions are entered and coded, and that financial data is current while implementing new systems. ## Related Videos - [Tech as a Profit Center – Maximizing P&L Impact by Research Funding and Capitalization](https://www.wearedevelopers.com/videos/100125-tech-as-a-profit-center-maximizing-p-l-impact-by-research-funding-and-capitalization) - [Swapping a Data Warehouse at Runtime: Zero-Downtime Migration Without Changing a Single Client](https://www.wearedevelopers.com/videos/100311-swapping-a-data-warehouse-at-runtime-zero-downtime-migration-without-changing-a-single-client) - [Fireside Chat with Lea](https://www.wearedevelopers.com/videos/551-fireside-chat-with-lea) - [Next Level Enterprise Architecture: Modular, Flexible, Scalable, Multichannel and AI-Ready?](https://www.wearedevelopers.com/videos/1017-next-level-enterprise-architecture-modular-flexible-scalable-multichannel-and-ai-ready) - [Recruitment Reinvented: Bold strategies and the $10K signing incentive](https://www.wearedevelopers.com/videos/1068-recruitment-reinvented-bold-strategies-and-the-10k-signing-incentive) - [Developer Tools for Microsoft Azure](https://www.wearedevelopers.com/videos/450-developer-tools-for-microsoft-azure) ## Related Articles - [Fully Remote Software Engineer Jobs](https://www.wearedevelopers.com/magazine/447-fully-remote-software-engineer-jobs) - [Best Paying Remote Jobs](https://www.wearedevelopers.com/magazine/255-best-paying-remote-jobs) - [Spanish Business Culture and Etiquette](https://www.wearedevelopers.com/magazine/353-spanish-business-culture-and-etiquette) - [The Best Job Search Websites of 2025](https://www.wearedevelopers.com/magazine/368-the-best-job-search-websites-of-2025) - [Best Coding Boot Camps in Germany](https://www.wearedevelopers.com/magazine/237-best-coding-boot-camps-in-germany) - [Tips on mastering remote job interviews](https://www.wearedevelopers.com/magazine/23-tips-on-mastering-remote-job-interviews)