Implementation Consultant/Project Manager

About the role

As an Implementation Consultant/Onboarding Specialist at Stampli, you will lead customers through successful onboarding, acting as a trusted advisor during one of the most critical phases of their journey. You will own implementations end-to-end, from kickoff through Go Live, ensuring customers are set up for long-term success across their ERP and Procure-to-Pay workflows. This is a hands-on, consultative role focused on discovery, solution design, configuration, and execution. Success is measured by implementation quality, customer adoption at go-live, and the ability to navigate complexity with confidence and clarity.

Requirements

• 3–5 years of experience in a customer-facing role, with a strong focus on post-sales implementation, onboarding, or professional services within a B2B SaaS or consulting environment
• Proven experience owning complex implementations from kickoff through go-live, including managing timelines, dependencies, risks, and shifting requirements
• Strong background in implementation consulting, ERP or P2P consulting, onboarding, or enterprise SaaS deployments
• Hands-on experience working with ERP systems such as NetSuite, Sage, or similar platforms, with the ability to understand how systems, data, and workflows connect
• Demonstrated success leading implementations in multi-stakeholder environments, including working with both operational teams and executive-level contacts
• Ability to confidently facilitate customer conversations where time is constrained and outcomes matter, guiding discussions toward decisions, next steps, and measurable results
• Strong project management skills with a disciplined approach to prioritization, follow-through, and driving work to completion
• Consultative mindset with the ability to balance customer needs, product capabilities, and best practices to deliver scalable solutions
• Excellent customer-facing communication skills, with a focus on clarity, empathy, and building trust during high-impact moments
• Comfort working cross-functionally with Sales, Product, Support, and Customer Success, advocating for customers while minimizing friction and noise
• Ability to operate effectively in fast-moving, ambiguous environments where products, processes, and priorities evolve
• Proactive, solution-oriented approach with a strong sense of ownership and accountability for outcomes

Responsibilities

• Customer Discovery & Solution Design: Lead in-depth discovery sessions to understand customer business processes, ERP environments, and AP workflows; ask thoughtful, probing questions to uncover both stated requirements and underlying needs; document current-state processes and design future-state solutions aligned to Stampli best practices; translate customer goals into clear implementation plans and configuration decisions
• Implementation Ownership: Own customer onboarding from kickoff through go-live, ensuring projects stay on track, and aligned with business goals; configure Stampli to support customer workflows while balancing flexibility with scalability; proactively identify risks, dependencies, and gaps, and drive resolution before they impact delivery; maintain ownership through the post go-live stabilization period, ensuring adoption, issue resolution, and a strong foundation for long-term success
• Consultative Guidance & Best Practices: Confidently recommend and advocate for best practices, even when they differ from a customer’s current approach; set clear expectations around product capabilities, limitations, and timelines; help customers understand the “why” behind implementation decisions to drive adoption and trust; think creatively and propose multiple solution paths and recommend the most viable option
• Stakeholder Management & Communication: Build strong relationships through clear, timely, and professional communication; effectively manage multiple stakeholders across accounting, IT, and leadership teams; lead customer meetings with confidence, structure, and clear next steps; stand firm when necessary while ensuring all parties walk away aligned and satisfied; escalate and collaborate appropriately when issues arise
• Cross-Functional Collaboration: Partner closely with Customer Success to ensure smooth handoff post go-live; surface recurring implementation challenges, product gaps, and process trends to appropriate teams

Benefits

• The flexibility of working