Crete Professionals Alliance · 1 day ago
Integrations Support Specialist
Woodbury, NY
Full-time
Onsite
Mid Level
$70K/yr - $80K/yrCrete Professionals Alliance is seeking an experienced Integrations Support Specialist who will be responsible for supporting, troubleshooting, and optimizing firm integrations between accounting platforms and third-party systems. The role requires strong technical skills and effective communication with both technical and non-technical users to ensure seamless integration processes and successful project management.
Accounting
Responsibilities
Active support in integration projects ensuring timelines, deliverables, and resources are aligned
Work with internal teams to setup new users in various software programs
Maintain detailed documentation of integration processes, including issues and resolutions
Troubleshoot and resolve integration issues and data discrepancies
Update checklists for due diligence, pre-closing, and post-closing
Liaise with third-party vendors and new firms, to ensure smooth integration process
Monitor integration performance and proactively identify and resolve potential problems
Train new staff on integration tools and firm best practices
Work with IT on timing and data gathering
Develop and maintain integration roadmaps covering systems (accounting, CRM, payroll, HRIS, expense), processes, and data migration
Coordinate across functional leads (Operations, Finance, HR, IT, Client Services) to ensure seamless adoption of firm standards
Establish and track KPIs to measure integration success (e.g., system uptime, error resolution cycle time, user adoption)
Act as point of contact for newly acquired firms during the onboarding phase, managing expectations and communicating progress
Document lessons learned and refine integration methodologies to accelerate future projects
Support change management and training programs to ensure staff at new offices adopt firm tools and processes
Provide day-to-day support for firm integrations and data flows between internal systems and client platforms
Qualification
Required
Demonstrated experience in project management, preferably in accounting, professional services, or technology integration
Familiarity with M&A integration lifecycle (due diligence, pre-close planning, cutover, post-close stabilization)
Ability to manage multiple concurrent projects and work in a fast-paced, acquisitive environment
Strong interpersonal skills with the ability to influence without direct authority across departments and office locations
Experience supporting or managing integrations with accounting platforms
Strong analytical and troubleshooting skills
Excellent communication and documentation abilities with very strong organizational skills
Comfortable working with both internal teams and external clients
General knowledge of data security best practices and compliance standards
Ability for minor travel, as needed, visiting new office locations
Proficient in Microsoft Office and advanced skills Excel, Outlook, and Teams
Reliably commute or planning to relocate before starting work
Preferred
PMP, Agile, or Lean Six Sigma certification preferred but not required
Benefits
Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
Company-Paid Life and Long-Term Disability Insurance
Ancillary Benefits such as supplemental life insurance and short-term disability options
Classic Safe Harbor 401(k) Plan with employer contributions
Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
Company
Crete Professionals Alliance
Crete Professionals Alliance is a group of accounting and professional services firms providing consulting and business solutions.
Founded in 2023
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Bessemer Venture Partners,Thrive Capital
2024-04-16Pre Seed
Leadership Team
Frank Zhang
Co-Founder
Jake Sloane
Co-Founder
Recent News
2026-01-16
Morningstar.com
2025-12-16
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