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# Implementation Specialist

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[Apply for this job](#job-application)[View company](https://jobicy.com/company/double.md)Share9 Sep 2026Published38Listing views1Application actions9 Oct 2026Apply before  Opportunity details

## About this role.

AI SummaryDouble is hiring an Implementation Specialist to onboard and train bookkeeping and accounting firms on its SaaS platform. The role owns account setup, early adoption, customer education, proactive outreach, and support during an initial three-month implementation period. It partners with Account Executives to identify onboarding risks and shares recurring customer feedback with the product team. Candidates need bookkeeping or accounting experience, 2–3 years in a customer-facing early-stage SaaS environment, and strong written and verbal communication skills.

## Role DNA

A quick view of the complexity, pace, ownership and collaboration implied by the job description.

### Job Complexity

4/5EasyHard

### Pace & Pressure

4/5RelaxedFast-paced

### Autonomy Level

4/5GuidedFull ownership

### Communication Load

5/5IndependentCollaborative

AI insightThe role combines domain-specific accounting knowledge with hands-on SaaS onboarding, technical setup coordination, retention accountability, and support responsiveness. Managing dozens of new customers while maintaining an 80–85% post-implementation renewal rate requires strong prioritization and independent judgment.

## Salary analysis

Estimated compensation compared with the broader US market for similar roles.

Estimated job medianMarket rate$90,000US market range$75k–$110k0$121k

AI insightThe disclosed annual base-pay range is USD 80,000–100,000, with a midpoint of USD 90,000. For a US-based Implementation Specialist with 2–3 years of SaaS customer-facing experience and bookkeeping expertise, an estimated market range is USD 75,000–110,000 annually; equity may provide additional compensation but is not quantified.

## Core skills

Skills and capabilities most closely associated with this opportunity.

[Customer onboarding](https://jobicy.com/jobs?search_keywords=Customer%20onboarding.md)[SaaS implementation](https://jobicy.com/jobs?search_keywords=SaaS%20implementation.md)[Customer success](https://jobicy.com/jobs?search_keywords=Customer%20success.md)[Bookkeeping](https://jobicy.com/jobs?search_keywords=Bookkeeping.md)[Accounting workflows](https://jobicy.com/jobs?search_keywords=Accounting%20workflows.md)[Account setup](https://jobicy.com/jobs?search_keywords=Account%20setup.md)[Customer training](https://jobicy.com/jobs?search_keywords=Customer%20training.md)[Technical support](https://jobicy.com/jobs?search_keywords=Technical%20support.md)[Documentation](https://jobicy.com/jobs?search_keywords=Documentation.md)[HubSpot/Salesforce](https://jobicy.com/jobs?search_keywords=HubSpotSalesforce.md)

Sample interview questionsHow would you structure the first 90 days of implementation for a new bookkeeping firm?I would begin by confirming goals, stakeholders, current workflows, and data/setup requirements. I would create a milestone-based onboarding plan covering configuration, training, early-use checkpoints, and adoption metrics, then schedule proactive reviews before the three-month renewal point.

Describe how you would explain a complex product workflow to a customer with limited technical experience.

I would first connect the workflow to the customer's day-to-day outcome, then break it into small steps using plain language and a live example. I would reinforce learning with a short recording or guide and verify understanding by asking the customer to complete a relevant task.

What red flags would you communicate to an Account Executive before a prospect subscribes?

I would flag unclear ownership, missing implementation resources, unrealistic timelines, unsupported workflow requirements, low product readiness, or expectations that conflict with the platform's capabilities. I would document the risk, its customer impact, and a recommended mitigation or qualification question.

How would you respond if several customers request the same missing feature?

I would capture the underlying problem, affected workflow, frequency, customer segment, and business impact rather than only logging the requested solution. I would share a concise synthesis with product stakeholders, keep customers informed of available workarounds, and avoid promising roadmap commitments.

How do you balance proactive outreach with responding quickly to inbound support requests?

I would triage inbound issues by urgency, customer impact, and implementation stage while using scheduled outreach cadences and automation for routine health checks. Clear documentation, templates, and an organized CRM would help maintain timely responses without losing proactive engagement.

### About Double

Bookkeepers today are stuck working in excel spreadsheets and homegrown project management solutions to support their clients. Double is on a mission to change that.

With our all-in-one tool, bookkeepers can manage their work, communicate with clients, catch hard-to-find errors, and deliver reports to help their small business customers make smarter strategic decisions.

Founded in 2021, Double has raised $12M in funding, backed by leading tech investors like Y Combinator and founders at top startups like Lattice, Front, Superhuman, Plaid, and more. Double currently helps thousands of bookkeepers and accountants manage the books for startups and small businesses across the US.

We’re bringing on dozens of new customers each month – you will be the first point of contact for small to mid-sized firms looking to start their journey with Double.

### What You’ll Do

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Conduct onboarding calls with prospective customers, train them to use the product, and help them realize value quickly

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Ensure that all technical implementation and account set-up steps have been completed for each account that you onboard

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Coordinate with Account Executives to identify any red flags that would hinder the prospect from subscribing to Double

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Maintain a high renewal rate after initial three month implementation period (80-85%)

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Proactively reach out to accounts to ensure they’re continuing to reach their goals and respond to any inbound support inquiries in a timely manner

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Create customer education materials: record video feature overviews, ensure product documentation is up to date, and write user guides when necessary

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Keep your finger on the pulse of trending feature requests and areas within the product that could be improved, then document and share customer feedback with the rest of the team to inform our product roadmap

### Who You Are

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Accounting/bookkeeping experience is required; exceptional candidates from adjacent fields who demonstrate a strong aptitude and genuine enthusiasm for the space will be considered.

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2-3 years of experience in a customer-facing role at an early-stage SaaS startup

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Ability to articulate complex concepts in a simple, straightforward manner, both in written and verbal communication

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Keen attention to detail, thoughtfulness, and a customer-centric mindset

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Knack and passion for process improvement, documentation, and increasing operational efficiencies

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Familiarity with modern SaaS technologies such as Slack, Notion, Hubspot and/or Salesforce

### Benefits

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Competitive pay and equity

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Unlimited PTO

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Health, dental, and vision insurance

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401k plan

Double provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity, or gender expression. We are committed to a diverse and inclusive workforce and welcome people from all backgrounds, experiences, perspectives, and abilities.

Show more

[Apply now >](https://jobicy.com/jobs/152926-implementation-specialist-2.md)

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