Overview
This role involves leading and growing an implementation team responsible for onboarding and deploying an AI-native ERP platform designed for accounting and finance teams. The platform features a unified data model, numerous native integrations, automated workflows, multi-entity consolidation, and specialized AI agents to accelerate financial processes.
Responsibilities
- Lead and manage the Implementation team, providing guidance, support, and performance feedback.
- Oversee client implementations from kickoff to go-live, ensuring timely and successful onboarding.
- Develop and optimize implementation processes, workflows, and documentation.
- Collaborate with Product, Engineering, Customer Success teams, and client stakeholders to define and execute project plans.
- Analyze client business processes to configure effective solutions.
- Manage data migration, reconciliation of large data sets, and integration with external systems.
- Facilitate technical connections between client environments and integration partners.
- Identify risks or roadblocks early and implement proactive solutions to keep projects on track.
- Maintain clear and consistent documentation and reporting for internal stakeholders and clients.
Requirements
- 7+ years of experience in accounting, audit, advisory, or related customer-facing roles.
- 3+ years of people management experience, including hiring, developing, and leading high-performing teams within implementation, professional services, or accounting functions.
- Proven experience with accounting and finance and working with ERP systems such as NetSuite, SAP, QuickBooks, Sage, or Oracle.
- Strong project management and organizational skills with the ability to manage multiple priorities.
- Excellent interpersonal and communication skills, capable of collaborating across technical and non-technical teams.
- Ability to thrive in fast-paced, startup environments with attention to detail and process improvement.
- Experience with SaaS revenue recognition and ASC 606 is a strong plus.
Preferred Qualifications
- Experience mentoring and developing team members.
- Familiarity with multi-entity consolidation and automated financial workflows.
Compensation & Benefits
- Competitive salary plus equity participation.
- Comprehensive health and dental insurance with premiums partially or fully covered for employees and 90% coverage for dependents.
- Flexible paid time off and nine company-wide holidays.
- Opportunities for career growth and increased responsibilities as the organization scales.
- Hybrid work model with required in-office presence two fixed days per week and one flexible day for those working from office locations.
Location
- Open to remote candidates.
- Preference for candidates within commutable distance to New York City or San Francisco offices or willing to relocate.
- In-office attendance required on Tuesdays and Thursdays plus one additional flexible day for office-based employees.