Implementations Manager

About the role

Do you love the moment a customer's close runs on the system you set up? Ever wish you could re-architect a messy close process instead of just surviving it every month? Do you measure an implementation by whether the customer is actually living in the product, not by whether the kickoff deck got delivered? If any of that resonates, this role is for you.

This role is where customers decide whether Numeric is a tool or their system of record. You own that first impression. This is the ops-and-process pillar of our post-sales team: structured, technical, project-driven work with real customer relationships built through the most intensive weeks of their Numeric journey.

Responsibilities

• Own a portfolio of implementations end to end. Kickoff through go-live: week-by-week milestone plans, clear Numeric-vs-customer responsibilities, honest expectation management when timelines slip, and in-person kickoffs and trainings when being in the room moves the project.
• Do the technical work with AI leverage. Configure close checklists, reconciliations, flux, and reporting; debug ERP integrations (NetSuite depth matters — token errors, permissions, multi-entity structures); and build AI-assisted configuration so your capacity scales past your hours.
• Make customers AI-native from day one. Train accounting teams from staff accountant to controller, on the product and on running an AI-first close, so go-live means a modern close rather than a lift-and-shift of the old one.
• Go deep on a product surface. Close implementations are the foundation; Cash is our most technically demanding, transaction matching rules, SFTP data feeds, automation-rate monitoring, and edge cases that need creative workarounds. You'll build depth in one and fluency in both.
• Hold "done" to outcomes and hand off cleanly. Go-live means the customer is closing in Numeric, not that the plan ran out of rows. Clear blockers with Engineering and Product while keeping the customer moving, and deliver adopted, documented accounts to Customer Success against defined handoff criteria.
• Build the playbook and the services motion. Codify what great looks like, kickoff decks, phased templates, agents that automate the repetitive 80%, mentor Implementations Associates as the team grows, and scope and deliver paid AI implementation services engagements.

Requirements

• Accounting Foundation: 5+ years of accounting experience, ideally in the shape of an accounting manager or technical accounting manager who has owned a monthly close. You've run the process you'll now be re-architecting, and you're credible with controllers and CAOs on day one. CPA is a strong plus.
• Project Leadership: You've led complex, multi-stakeholder projects to done — ideally software implementations or systems migrations — and you keep momentum without waiting to be pushed.
• ERP & Systems Depth: Strong understanding of ERPs (especially NetSuite), integrations, and how financial data moves between systems.
• Strong Communication & Problem-Solving: You give customers confident, opinionated guidance on how they should close, and you handle pushback with evidence rather than deference.
• AI Fluency & Bias for Action: You automate what others grind through. You use AI tools in your own delivery work and design implementations that assume customers will too.

Nice to Haves (Not Required)

• Prior implementation, solutions consulting, or professional services experience at a B2B SaaS company
• Experience with multi-entity and/or multi-currency accounting
• Exposure to audit processes and internal control frameworks
• Experience scoping or delivering paid services engagements
• Ability to write and run basic SQL queries