Implementation Manager (Client Onboarding)

What you'll do:

Implementation Leadership
• Manage end-to-end onboarding projects for mid-market and enterprise customers adopting our AR automation solutions.
• Develop and execute project plans, including timelines, milestones, and resource allocation.
• Lead requirements-gathering sessions with client stakeholders to align platform configuration with existing AR processes.
• Oversee ERP, CRM, and payment system integrations (e.g., SAP, Oracle, NetSuite, Microsoft Dynamics).
• Ensure smooth data migration, testing, and client sign-off.
Customer Engagement
• Act as the primary point of contact throughout onboarding, building trust with finance and IT stakeholders.
• Provide regular status updates, risk management, and executive-level reporting.
• Translate technical requirements into business terms and ensure customer confidence in the transition.
• Deliver onboarding workshops, training sessions, and best practice guidance.
Risk & Issue Management
• Identify and proactively manage risks, dependencies, and blockers to keep projects on track.
• Escalate critical issues and coordinate solutions with internal product, engineering, and support teams.
• Balance scope, timeline, and quality to ensure projects deliver expected outcomes.
Value Realization
• Drive adoption of automation features such as electronic invoicing, collections workflows, cash application, and digital payments.
• Ensure customers achieve measurable improvements in efficiency, DSO, and customer satisfaction.
• Partner with Customer Success to transition clients smoothly into long-term relationships post-go-live.

What you'll bring to the team:

• 4–7 years of project management experience in SaaS or technology implementations, preferably in fintech, ERP, or finance system rollouts.
• Knowledge of Accounts Receivable processes (billing, collections, cash application, dispute management) strongly preferred.
• Experience managing ERP or financial software integrations (SAP, Oracle, NetSuite, Infor, Microsoft Dynamics).
• Excellent communication and stakeholder management skills, with the ability to engage both finance executives and technical teams.
• Strong organizational skills, with a proven track record of delivering projects on time and on budget.
• PMP, PRINCE2, or Agile certification is a plus.

What Success Looks Like

• New clients are onboarded on schedule with minimal disruption to existing AR operations.
• Finance teams adopt the platform quickly and see measurable ROI within the first 90–180 days.
• Clients view you as a trusted partner and advocate who helped them modernize their receivables process.