Implementation Manager

We are looking for an Implementation Manager to lead customer implementations from start to finish. This is a fully execution-focused role responsible for ensuring customers successfully launch and start using the platform.

Implementation Managers own the entire implementation process, including kickoff, configuration, data migration, testing, go-live, and transition to Support or Customer Experience. The role requires strong project management, technical understanding of the platform, and clear communication with customers.

You will work closely with customers and internal teams to keep implementations moving, identify risks early, and ensure a smooth and successful launch.

Own end-to-end customer implementations from kickoff through go-live

Lead implementation projects with a focus on aligning the platform to each customer’s accounting workflows and financial reporting needs

Configure the platform based on customer chart of accounts, reporting structures, and operational requirements

Manage data migration from source systems (ERP, GL, spreadsheets) and ensure accuracy of financial data

Lead testing and validation of financial workflows, reporting outputs, and system configuration

Identify risks or discrepancies early across data, processes, or timelines and drive resolution with internal teams

Serve as the primary customer contact throughout implementation, providing clear communication and guidance

Partner with Product, Engineering, and Customer Experience teams to resolve technical or workflow challenges

Ensure a smooth transition to Customer Success and Support after go-live

What Success Looks Like

Customers successfully go live with financial workflows and reporting fully operational

Financial data and reporting outputs reconcile accurately after migration

Customers are confident using the platform to manage core accounting processes at launch

Implementations stay on schedule with minimal rework post go-live

Clear documentation and smooth handoff to the post-implementation team

What We’re Looking For

Background in accounting or finance

Experience in accounting, finance, or supporting financial workflows within ERP systems (e.g., NetSuite, SAP, QuickBooks, Sage, Oracle).

Strong understanding of accounting processes and financial workflows (GL, reporting, close, reconciliations)

Experience leading software implementations or complex system rollouts

Comfort working with financial data, system configuration, and data migration

Strong problem-solving skills with the ability to identify risks early

Clear communication with finance stakeholders and technical teams, with a strong client-first mindset

Ability to manage multiple implementations in a fast-paced environment