Implementation Manager

About the role

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.

Responsibilities

• 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

• Clients successfully go live with financial workflows and reporting fully operational
• Financial data and reporting outputs reconcile accurately after migration
• Clients 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

Requirements

• 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
• Able to manage multiple implementations in a fast-paced environment