Job Opportunities API

About the Role Supporting Strategies works with clients who rely on us to keep their financial operations clear, organized, and running smoothly. A strong client relationship starts with a strong implementation. The Director, Client Implementation owns the process of moving new clients from signed agreement into active delivery. This role makes sure each client is set up correctly, expectations are clear, systems and access are ready, workflows are documented, and the receiving Portfolio Manager has what they need to support the client successfully. This role also manages internal client transitions between portfolios, making sure clients experience continuity and teams have the information they need before taking ownership. This is a hands-on leadership role for someone with strong accounting experience, good project discipline, and the ability to work across Sales, Delivery, Technology, and internal support teams. The goal is simple: clients should start clean, teams should be prepared, and portfolios should be built in a way that supports long-term service quality, retention, and profitability. Key Responsibilities New Client Implementation Own the client implementation process from sales handoff through transition into active delivery. Make sure scope, expectations, systems, contacts, access, and recurring workflows are clearly understood before the client moves into steady-state service. Keep the client informed during implementation, maintain clear expectations, communicate progress, and work with the right internal teams to remove blockers before they create confusion or delay. Coordinate with Sales, Portfolio Managers, and internal teams to make sure the implementation plan reflects what was sold and what the client actually needs. Identify gaps, risks, or unclear expectations early and work with the right people to resolve them. Make sure each implementation follows Supporting Strategies’ delivery standards while allowing for reasonable client-specific needs. Confirm that the receiving Portfolio Manager has the information, documentation, and setup needed to support the client successfully. Client Transitions Manage internal client transitions between portfolios or delivery teams. Make sure the outgoing and incoming teams complete a clean handoff. Preserve important client history, workflow details, system access, deadlines, and known issues. Help make transitions feel seamless to the client. Reduce disruption, rework, and avoidable confusion during account moves. Portfolio Readiness Support Portfolio Managers as they take on new clients or grow their books of business. Help new Portfolio Managers understand the implementation approach, client setup, workflow design, and handoff expectations. Make sure clients are not handed off before the receiving team is ready. Look for patterns across implementations that may create downstream delivery issues. Help improve the way portfolios are built so they are sustainable for the team and profitable for the business. Accounting Systems and Workflow Setup Review client books, workflows, and accounting systems during implementation. Help identify cleanup needs, chart of accounts issues, access gaps, workflow concerns, or system setup problems before handoff. Coordinate setup and support for client-facing tools such as QuickBooks Online, Ramp, Bill.com, Rippling, and related platforms. Lead implementation support team members and coordinate with internal specialists, contractors, or technology resources when complex setup, cleanup, transition work, or integration support is needed. Make sure system setup and workflow decisions are documented clearly for the delivery team. Documentation and Handoff Make sure each implementation includes clear documentation for the receiving team. Maintain consistent implementation checklists, handoff notes, workflow documentation, and setup records. C