Implementation Manager

About the role

Location: This role is primarily in-office with flexibility and may be based in either San Francisco or New York City. Some customer travel may be required for implementations and training.

This client-facing role will combine accounting expertise, technical configuration, project leadership, and user training to help customers modernize their financial close processes. The ideal candidate is an experienced accounting professional who understands financial systems, enjoys improving workflows, and is interested in transitioning into a technology-focused implementation role.

Responsibilities

• Lead a portfolio of customer implementations from initial kickoff through configuration, training, go-live, and transition to Customer Success
• Develop project plans, milestones, responsibilities, and timelines while proactively addressing risks and delays
• Analyze customers' accounting processes and recommend improvements to close, reconciliation, reporting, and financial workflows
• Configure platform functionality and troubleshoot integrations with ERP and other financial systems
• Guide customers through data migrations, system integrations, testing, and adoption activities
• Train accounting teams and finance leaders on product capabilities, implementation best practices, and updated workflows
• Partner with Product and Engineering teams to resolve technical issues and communicate customer requirements
• Maintain clear project documentation and ensure completed implementations meet defined adoption and handoff standards
• Develop reusable implementation templates, playbooks, training resources, and automation tools
• Support and mentor junior implementation team members as the organization grows

Requirements

• 5+ years of accounting experience, including ownership of month-end close or technical accounting processes; CPA preferred
• Experience leading complex, multi-stakeholder projects, preferably involving software implementations, systems migrations, or process transformation
• Strong knowledge of ERP systems, financial integrations, and how accounting data moves between business applications
• Excellent customer-facing communication, problem-solving, and project management skills
• Ability to translate accounting requirements into scalable technical solutions while managing multiple implementations in a fast-paced environment

Compensation

Determining compensation for this role depends upon a wide array of factors, including skill sets, experience, training, licensure and certifications, office location and geographic considerations, and other business needs. As required by local law in geographies that require salary range disclosure, the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses and can participate in medical, dental, and vision benefits as well as the company's 401(k) plan.