Implementation Consultant

🕒 June 10

🐊 Florida – Remote

🐊 Florida – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

🛠️ Implementation Specialist

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onPhase

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2000

☁️ SaaS

💳 Fintech

🤝 B2B

💰 Venture Round - onPhase on 2024-02

SaaS • Fintech • B2B

onPhase is an AI-powered finance and operations platform that automates accounts payable (AP) and supplier payments, manages documents, and supports business process/workflow automation. The platform offers AP automation with 2-/3-/4-way matching, payments automation (ACH, check, virtual card), document management (secure, access-controlled storage for contracts, W-9s, receipts), and a no-code form/workflow builder. onPhase integrates with major ERPs (NetSuite, Microsoft Dynamics, SAP, Acumatica, CDK, Procede) and serves industries including dealerships, healthcare (HIPAA-compliant), manufacturing, retail, and financial services. It processes more than 10 million invoices and $4 billion in payments annually and positions itself as a B2B SaaS solution focused on finance automation and payments.

📋 Description

• Lead client implementations with a focus on technical accuracy, AP workflow optimization, and payments process best practices, ensuring projects are delivered on time and to scope. • Translate business and accounting requirements into effective onPhase solutions, engaging directly with end-users and stakeholders to drive adoption and alignment. • Establish and enforce best practices for AP workflow, invoice processing, and payments management during setup and configuration. • Manage project timelines, communicate status updates proactively, and ensure visibility for clients and internal teams. • Provide clear guidance on system configuration, integrations, and data management, ensuring quality outcomes and minimizing risk at go-live. • Deliver training sessions, documentation, and job aids tailored to finance and AP teams, supporting knowledge transfer and adoption. • Implement change orders and enhancements for existing customers, ensuring smooth transitions and proper validation. • Identify and escalate project risks early, recommending solutions that keep implementations on track. • Partner with Product, Support, and Technical Services teams to continuously improve delivery quality and solution design. • Maintain accountability for time-to-implement, go-live success rates, and customer satisfaction metrics.

🎯 Requirements

• Bachelor’s degree required; preferred in Accounting, Finance, Information Technology, Business Systems, or related field. • Minimum 2+ years of software implementation experience; ERP, accounting, or AP/payments system experience strongly preferred. • Understanding of accounts payable workflows, invoice coding/approval, and payments execution (ACH, check, vCard, etc.). • Knowledge of ERP integrations, accounting system configuration, and AP best practices. • Strong organizational skills with the ability to manage multiple projects, details, and deadlines. • Technical aptitude; familiarity with SQL, JavaScript, or system configuration is a plus. • Excellent communication and facilitation skills, comfortable engaging with both end-users and executive stakeholders. • Results-oriented, with a proven ability to drive clients to go-live dates, system adoption, and measurable outcomes. • Flexible and adaptable in a fast-paced environment, with strong problem-solving and troubleshooting skills. • Prior experience with Dealership Management Systems (DMS) preferred