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Implementation Specialist (CPA)

New York, NY

About Us

Rho is on a mission to make finance frictionless for business. Our team and technology power high-performing companies with an end-to-end finance platform that seamlessly enables teams to safely conduct and manage company cash and spending across commercial-grade banking, corporate cards, A/P and more.

About the Role: 

As an Implementation Specialist at Rho, you will play a vital role in ensuring a smooth and seamless onboarding experience for our customers. Acting as the global project manager and technical point of contact throughout the launch process, you will foster cross-functional partnerships with internal teams, including sales, engineering, product, and customer success.

This position places you at the heart of Rho's rapid growth trajectory, surrounded by a team dedicated to customer satisfaction and passionate about our products. You will be instrumental in supporting Account Executives in selling Rho’s expense management to both new and existing clients across diverse market segments.

By leveraging your expertise in accounting and finance, you will guide clients through the technical implementation of Rho’s solutions in banking, expense management, and accounting integrations. You will collaborate closely with our operations and product teams to enhance implementation processes, lead product launches, and contribute to team development. During the interview process, you will be aligned with the customer segment that best matches your skills and experience.

 

Key Responsibilities:

  • Your CPA expertise will be invaluable in understanding client needs and ensuring compliance with accounting standards
  • Develop a deep understanding of Rho’s expense management platform and effectively communicate its value to B2B clients, driving revenue growth.
  • Train the Account Executive team on product capabilities and collaborate with cross-functional teams to gather and relay product feedback.
  • Support prospective clients during the sales cycle by demonstrating how Rho’s solutions meet their unique payment and expense management needs.
  • Understand client requirements across various industries, translating them into actionable roadmaps and strategies.
  • Exhibit strong communication and relationship-building skills while managing time effectively in a dynamic team environment.
  • Be inquisitive and passionate about technology, sharing insights and engaging audiences.
  • Manage implementation projects from inception to completion, ensuring alignment with client goals and timelines.
  • Provide training and ongoing support to clients, empowering them to utilize Rho’s products effectively.
  • Gather feedback for process improvements, acting as the primary contact during implementation to ensure a positive client experience.
  • Collaborate with Sales, Customer Success, and Technical teams for seamless transitions and continuous support, while working with Product and Engineering to address customer issues and suggest enhancements.
  • Contribute to refining implementation processes and best practices for optimal client outcomes.

Requirements:

  • 4+ years of experience in Accounting or Finance OR 4+ years of experience in project management or implementation, focusing on client advisement and managing multiple projects simultaneously
  • 2+ years as an Audit Associate or Senior Associate.
  • 1+ year of experience with month-end close processes.
  • Proven experience collaborating with C-Level executives in organizations.
  • Experience in implementing and managing expense and corporate card programs.
  • Proficiency with cloud-based ERPs (e.g., NetSuite, Sage Intacct, QuickBooks Online).
  • A results-oriented professional with the ability to connect detailed tasks to broader strategic objectives.

Preferred Qualifications:

  • CPA, MAcc, or MBA

Our people are our most valuable asset. The salary range for this role is $140,000 - $150,000 base. Base salary may vary depending on relevant experience, skills, and business needs. In addition to base pay, Rho offers equity, healthcare benefits and paid time off.

Diversity is a core value at Rho. We’re passionate about building and sustaining an inclusive and equitable environment for all those involved with our mission, including employees, contractors, candidates, customers and vendors. We believe every member of the Rho community enriches our ability to provide a broad range of ways to understand and engage with the market, identify problems, and drive solutions that align with our mission. We welcome all qualified applications and support each of our Rho’ers with ongoing professional growth opportunities.

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