PRODUCT SPECIALIST (Hybrid - Uruguay)
OPEN The Product Specialist sits at the intersection of implementation, customer success, product, and sales. You will be the go-to person for clients to get up and running, stay on track, and fully realize the value of the platform.
This is a high-ownership role where you will manage multiple onboarding projects simultaneously, drive customer conversions alongside the sales team, and ensure a smooth transition from implementation to full product adoption. You will also act as a product expert, supporting both prospects and active users.
Implementation & Project Management
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Own end-to-end onboarding for new clients through structured 12–16 week implementation plans
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Manage multiple concurrent implementations, ensuring timelines and quality are maintained
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Coordinate across client teams, internal engineering, and stakeholders to drive execution
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Hold stakeholders accountable to deadlines while maintaining strong relationships
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Validate data migrations and ensure accuracy before go-live
Post-Go-Live Support & Customer Success
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Own the post-cutover experience, ensuring a smooth transition to live operations
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Triage and resolve issues, coordinating with internal teams as needed
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Identify whether issues are bugs, configuration gaps, or training needs
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Drive product adoption until clients become fully self-sufficient
Sales Support & Customer Conversion
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Partner with sales in late-stage deals to support client conversion
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Deliver tailored product demos to different stakeholders
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Act as a trusted advisor, bringing real-world implementation experience into the sales process
Training & Enablement
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Design and deliver role-based training sessions
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Create and maintain onboarding materials, documentation, and knowledge base content
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Develop training assets such as walkthroughs and recorded sessions
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Support change management processes within client organizations
Product Feedback
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Act as the voice of the customer internally
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Translate client needs into actionable product feedback
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Contribute to documentation and release notes
What We’re Looking For
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Strong project management skills with a high level of ownership and accountability
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Proven ability to manage multiple complex projects simultaneously
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Experience working cross-functionally with different teams
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Ability to troubleshoot and resolve post-implementation issues
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Understanding of professional services workflows (billing, time tracking, operations)
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Strong attention to detail, especially when working with data
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Excellent communication skills, both written and verbal
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Confidence presenting to clients and stakeholders
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Comfortable working in fast-paced, startup environments
Nice to Have
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Experience working in a CPA firm or similar environment
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Familiarity with legacy practice management systems (e.g., CCH Axcess, Practice Engine, Iris/Star)
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Background in SaaS, customer success, implementation, or consulting roles
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Experience creating training content (videos, walkthroughs, documentation)
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Familiarity with project management tools (e.g., Jira, Linear)
- Direct exposure to industry leaders and key decision-makers
- High ownership and real impact from day one
- A collaborative team that values both business and product expertise
- A fast-paced, growth-oriented environment
- Competitive compensation with strong growth potential
- An opportunity to join an innovative software company at the forefront of practice management for CPA firms.
- Flexible remote/hybrid working arrangements.
- Professional development and growth opportunities.
- Competitive salary and benefits.