• Partner with Customer Success, Sales, Operations, and Support teams to establish and refine operations related to onboarding our customers • Guide customers through the initial customer journey points and deliver customer centric solutions to improve overall customer experience • Iterate and improve on strategies and automations that streamline current workflows and tooling • Contribute to team knowledge base when finding solutions to common situations • Carry out day-to-day strategies for new customer onboarding, targeting rapid execution with minimal friction • Ensure smooth transitions between CS, Sales, Onboarding, and Support Teams and foundational success for ongoing customer relationships • Provide personalized customer onboarding with efficient, automated workflows. • Exercise clear communication and collaboration strategies to ensure smooth customer transitions and scalability.

Role Description We are seeking motivated and detail-oriented Configuration Specialists to join our Professional Services team in an offshore or nearshore capacity. In this role, you will work alongside onshore implementation consultants to configure the Mortgage Cadence Platform (MCP) for clients across the mortgage lending industry. Configuration Specialists play a critical role in the delivery of MCP implementations by executing configuration tasks across one or more functional capability groups, supporting SOW and scoping documentation, and resolving tickets in coordination with onshore team members. This role spans the full implementation lifecycle — from initial setup and configuration through testing, defect resolution, and go-live support. This is an excellent opportunity for technically skilled professionals with experience in mortgage technology, loan origination systems, or enterprise software configuration who are looking to grow within a fast-evolving Professional Services organization. Qualifications - Experience working with a Loan Origination System (LOS), mortgage servicing platform, or other financial services software. - Familiarity with the Mortgage Cadence Platform (MCP) — Enterprise or Essentials tier — is a strong plus. - Experience in mortgage industry processes, including loan origination, underwriting, closing, or post-closing workflows. - Exposure to workflow configuration, rules engines, document management, or system integrations in an enterprise SaaS environment. - Experience supporting or contributing to SOW development, effort estimation, or requirements documentation. - Familiarity with SQL, scripting, or basic automation concepts is a plus. - Prior experience working in a nearshore or offshore delivery model, particularly supporting U.S.-based clients or teams. Requirements - Execute configuration tasks within MCP across assigned capability groups, including but not limited to core platform setup, workflow configuration, document/imaging setup, reporting, and system integrations. - Support onshore implementation consultants throughout the full project lifecycle — from requirements gathering and design-and-build through acceptance testing, UAT, and go-live. - Contribute to the development and maintenance of Statements of Work (SOWs), configuration documentation, and implementation estimates under onshore direction. - Resolve open support tickets and defects within assigned capability areas, following established triage and escalation protocols. - Participate in asynchronous client-facing communications (e.g., written status updates, defect clarifications, documentation requests) as directed by the onshore lead. - Maintain accurate records of configuration progress, open items, and ticket status in project tracking tools (e.g., ADO, Jira, Smartsheet). - Follow defined configuration standards, naming conventions, and quality checklists to ensure consistency and accuracy across deliverables. - Collaborate actively with onshore team members, contributing to daily or weekly coordination touchpoints and async communication channels. - Support internal automation and AI-assisted implementation initiatives by executing structured tasks within established workflows.

Role Description Due to growth and our commitment to continual improvement, we are looking for an energetic and talented Sage Intacct implementation specialist to join our team on a full-time remote basis. We are looking for someone who has a good understanding of Sage Intacct as well as other solutions and technologies and how they can be used to transform businesses. The ideal candidate is someone who can take lead and take the responsibility of new Sage Intacct implementations. We are a company that acquires other Software companies and this would be a recurring task upon new acquisitions. Tasks & Responsibilities - Implement and support Sage Intacct accounting solutions and projects - Deliver valued implementation services, ensuring objectives are met in accordance with the project management plans - Show commercial awareness in decisions, actions and communications - Conduct end-user application training and provide appropriate documentation for follow-up when required - Oversight of application build, test and deployment activities - Identify recommendations for additional services and products within and without the project scope - Advising and guiding users on their journey from system selection to go-live and post implementation support and beyond Qualifications - Minimum of 3 years of experience with Sage Intacct, performing Intacct implementations and/or end-user experience - Must have experience juggling multiple projects simultaneously - Quick learning skills and ability to take initiative in a fast-paced environment - Accounting experience with excellent understanding of financial software - Knowledge or direct experience in native cloud accounting/ERP products (e.g., Sage Intacct, Netsuite) and industry trends - Post-secondary education in Finance/Accounting, Business and/or Information Systems Company Description Equal Opportunity Employer: We are committed to creating an inclusive workplace and do not discriminate based on race, color, religion, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic or status.

• Support and coordinate the client implementation process using established implementation frameworks, collaborating with internal teams across different products to facilitate a smooth and successful start, including: • Assist in managing the transition from pre-sales engagement to post-sales handover. • Help internal stakeholders follow the established implementation plan. • Coordinate logistics for the Kick-Off Call with external and internal stakeholders. • Maintaining the project resources and keeping internal and external stakeholders up-to-date on current stage and next steps • Ensuring the completion and delivery of the project within the scoped timeframe • Develop a strong working knowledge across Remote products, enabling you to guide clients on product adoption and implementation. • Act as a key liaison between multiple teams, helping to facilitate project alignment and collaboration to ensure a cohesive implementation. • Be a Remote product ambassador, educating customers and enabling them to make weighted decisions on product adoption and implementation. • Identify upselling and cross-selling opportunities during the Onboarding phase and relay this information to the client’s CSM for future growth and development. • Prepare and facilitate the handover to the client's future Account Team (CSM and AM), ensuring they are fully briefed and set up for success. • Gather customer and team feedback and share with our Product, Sales, Operational and Support teams to improve the product and processes