Part-Time Customer Success & Implementation Executive – CRM & Accounting SaaS (US Time Zone)

We are a SaaS company providing automation and data synchronization between leading CRM and accounting platforms, including Salesforce, HubSpot, Pipedrive, QuickBooks Online, Xero, Sage Intacct, and others. We are looking for a **part-time Customer Success & Implementation Executive** who understands both **accounting workflows and CRM systems** and can work directly with customers to understand their requirements and configure our integration platform accordingly. **This is not a general customer support role.** We need someone who can understand a customer's business and accounting processes, translate those requirements into system configurations, test the setup, and guide the customer through implementation. ## Key Responsibilities * Meet with customers to understand their CRM and accounting requirements. * Determine how data should flow between CRM and accounting systems. * Configure field mappings, synchronization rules, filters, triggers, and workflow settings. * Guide new customers through onboarding and implementation. * Conduct customer setup, training, and troubleshooting sessions over Zoom. * Test configurations and verify synchronization results. * Troubleshoot configuration and data-sync issues. * Document customer requirements and configuration decisions. * Coordinate with our development team when technical changes are required. * Follow up with customers to ensure successful implementation. ## Required Knowledge You should have a good understanding of accounting concepts such as: * Customers and vendors * Chart of Accounts * Products and services * Invoices and estimates * Payments and credits * Bills and expenses * Accounts Receivable and Accounts Payable * Sales tax * Classes, locations, departments, projects, or tracking categories Experience with accounting platforms such as **QuickBooks Online, Xero, or Sage Intacct** is strongly preferred. Experience with CRM platforms such as **Salesforce, HubSpot, or Pipedrive** is also highly desirable. You should understand CRM concepts including Accounts/Companies, Contacts, Deals/Opportunities, Products/Line Items, custom fields, pipelines, and workflow automation. ## Example of the Work A customer may explain: “When an Opportunity becomes Closed Won in Salesforce, create the customer and invoice in QuickBooks, map specific fields, use the appropriate income account, and update Salesforce with the QuickBooks invoice number.” You should be able to understand this requirement, ask the right accounting and workflow questions, configure the integration, test it, and demonstrate the completed setup to the customer. ## Ideal Candidate * Accounting, bookkeeping, ERP implementation, or accounting software experience. * Experience with CRM systems. * Strong technical aptitude and ability to learn new software quickly. * Excellent spoken and written English. * Comfortable conducting customer meetings over Zoom. * Professional communication with US-based customers. * Able to independently manage customer configurations and implementations. * Available during at least part of US business hours. ## Hours & Engagement This is a **part-time position, initially limited to approximately 5–10 hours per week maximum**. Hours may increase in the future depending on customer volume, performance, and mutual availability. We are looking for someone interested in a **long-term part-time engagement** rather than a short-term project. ## When Applying Please tell us: 1. Your accounting or bookkeeping experience. 2. Which accounting systems you have worked with. 3. Which CRM systems you have worked with. 4. Whether you have configured integrations or automation workflows. 5. Whether you have worked directly with customers on software implementation. 6. Your availability during US business hours. **Please do not apply if your experience is primarily general customer support.** We specifically need someone who can understand accounting and business requirements and independently configure customer integrations.