Senior Implementation Specialist

About the role

The Senior Implementation Specialist is a subject-matter expert in ERP/accounting system implementations, AP workflow optimization, and payments management best practices. This role will lead complex client projects, serve as a strategic advisor to finance leadership, and guide clients through the full adoption and optimization of the onPhase platform.

Responsibilities

• Lead complex client implementations, ensuring accurate ERP/AP configurations, successful integrations, and alignment with accounting and payments best practices.
• Apply a consultative approach to AP workflow design, payments optimization, controls, and compliance.
• Partner directly with senior finance stakeholders, including CFOs, Controllers, and AP Directors, to guide strategic adoption and measurable process improvements.
• Manage the end-to-end project lifecycle for multiple concurrent large implementations, including discovery, requirements gathering, solution design, configuration, testing, training, and go-live.
• Serve as an escalation point for major risks, issues, and scope changes; provide mitigation strategies to protect timeline and delivery quality.
• Mentor and support implementation team members, providing guidance on technical problem-solving, project structure, and client management.
• Deliver executive-level reporting and visibility into project progress, timelines, risks, and outcomes.
• Develop and refine implementation best-practice playbooks, templates, and training materials to ensure delivery excellence and consistency.
• Collaborate closely with Product, Operations, and Support to influence product roadmap decisions and service delivery enhancements.
• Maintain accountability for time-to-implement metrics, on-time go-live performance, client satisfaction, and adoption KPIs.

Requirements

• Bachelor's degree required; preferred in Accounting, Finance, Information Systems, or Business Technology.
• 5+ years of software implementation experience, preferably in ERP, accounting systems, or AP/payments automation.
• Deep understanding of AP processes, invoice coding/approval workflows, and payments execution (ACH, checks, vCards, wires, cross-border).
• Hands-on ERP configuration and integration experience (NetSuite, SAP, Microsoft Dynamics, Oracle, Sage, etc.).
• Strong technical skills, with familiarity in SQL, APIs, scripting, or system configuration to support advanced implementations.
• Proven ability to manage multiple large-scale projects, balancing detailed execution with strategic outcomes.
• Demonstrated success influencing senior stakeholders and driving adoption across finance organizations.
• Exceptional communication, facilitation, and presentation skills, with the ability to translate complex technical concepts into business language.
• Demonstrated leadership experience, including mentoring or coaching junior team members.
• Results-driven, with a track record of delivering projects on time, within scope, and aligned with measurable business goals.

Qualifications

• Hands-on ERP configuration and integration experience (NetSuite, SAP, Microsoft Dynamics, Oracle, Sage, etc.).
• Strong technical skills, with familiarity in SQL, APIs, scripting, or system configuration to support advanced implementations.
• Proven ability to manage multiple large-scale projects, balancing detailed execution with strategic outcomes.
• Demonstrated success influencing senior stakeholders and driving adoption across finance organizations.
• Exceptional communication, facilitation, and presentation skills, with the ability to translate complex technical concepts into business language.
• Demonstrated leadership experience, including mentoring or coaching junior team members.
• Results-driven, with a track record of delivering projects on time, within scope, and aligned with measurable business goals.