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# Fintech Implementation Specialist - Remote

- **Company:** Vivo HealthStaff
- **Location:** Eagle, ID, United States (Remote available)
- **Experience:** Experienced
- **Salary:** $70,000.0 - $90,000.0
- **Contract:** Permanent contract
- **Skills:** Artificial Intelligence, Software as a Service, Collaborative Software, Microsoft OneNote, QuickBooks (Software), Salesforce.Com, Software Systems, Zapier, Slack, Xero (Accounting Software)
- **Published:** October 29, 2026
- **Apply:** https://www.careerbuilder.com/job-details/fintech-implementation-specialist-remote-eagle-id--232c85a0-b692-4b15-b183-8bc02809eac0

## About the Role

Slack, Intuit Quickbooks, Accounting, United States Citizen, Software as a Service (SaaS), Identify Issues, Customer/Client Research, Artificial Intelligence (AI), Onboarding, Collaboration Software, 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.Follow-up & Enablement: Facilitate subsequent sync calls (typically 15-45 minutes) covering feature deep dives, workflow reviews, and team training.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.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.Voice of the Customer: Capture, document, and share client feedback and feature requests with internal teams to help influence the product roadmap.Required QualificationsAccounting/Bookkeeping Background: 2-3 years of professional experience in accounting or bookkeeping.Career Tenure: At least 2 years of overall full-time
professional work experience.Client-First Mindset: Highly proactive, coachable, and enthusiastic about working directly with clients in a fast-paced environment.Work Authorization: Must be a US Citizen or Green Card holder (visa sponsorship is not available).Availability: Able to work full-time (40 hours per week) aligned with Mountain, Central, or Eastern Time hours.Preferred QualificationsPrior experience in a customer-facing role within a SaaS or technology environment (e.g., Customer Success, Onboarding, or Implementation).Familiarity with modern accounting platforms and collaborative software tools (e.g., QuickBooks, Xero, Salesforce, Slack, Intercom, Notion, Zapier, Gong, or Loom).

## Description

Job Title: Fintech Implementation SpecialistRecruiter: Vivo HealthStaff (recruiting on behalf of an innovative FinTech client)Location: Remote (US-based)Employment Type: Full-timeCompensation: $70,000 - $90,000 Base Salary (OTE: $80,000 - $100,000) + Competitive EquitySchedule: 40 hours per week (8 hours/day) across MT, CT, or ET hoursAbout the OpportunityVivo 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 ResponsibilitiesClient