Implementation Manager

🕒 May 22

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Puzzle 🧩🚀

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

☁️ SaaS

💳 Fintech

Finance • SaaS • Fintech

Puzzle 🧩🚀 is a modern accounting platform designed for the AI era, providing smart accounting solutions for startups, founders, and accounting firms. It offers real-time financial insights, automatic bookkeeping, and tax compliance tools, all integrated with popular financial technologies like Stripe and Brex. Puzzle automates repetitive accounting tasks, enabling users to focus on financial planning and strategic decision-making. By supporting day-one tax compliance and offering an ecosystem of partner services, Puzzle enhances the financial management experience and supports business growth. It is particularly advantageous for startups seeking to streamline financial operations and reduce reliance on traditional software like QuickBooks.

📋 Description

• Own the Full Implementation Lifecycle: Lead customer implementations from kickoff through go-live — managing timelines, aligning stakeholders, and ensuring every customer launches successfully on Puzzle. • Configure the Platform to Customer Needs: Translate each firm’s accounting workflows into Puzzle — chart of accounts setup, reporting structures, close processes, and operational requirements — so the platform works exactly the way they need it to. • Manage Data Migration: Own the migration of customer financial data from source systems (ERP, GL, spreadsheets), validate accuracy, and lead testing and reconciliation to ensure nothing is lost in translation. • Lead Testing and Go-Live Validation: Verify that financial workflows, reporting outputs, and system configurations reconcile accurately before handing customers over to the Customer Success team. • Be the Primary Customer Contact: Guide customers through onboarding, training, and change management — providing clear, consistent communication and building trust at every stage of the process. • Identify and Resolve Risks Early: Spot issues across data, processes, or timelines before they become blockers, and partner with Product and Engineering to drive resolution quickly. • Improve the Playbook: Develop and maintain implementation best practices and documentation as we scale, making each implementation better than the last.

🎯 Requirements

• A solid accounting or finance foundation — public accounting, audit, or in-house experience that gives you genuine fluency in how finance teams operate. This is non-negotiable. • Sharp project management instincts — you can juggle multiple workstreams, keep timelines on track, and surface risks before they become problems. • Clear, confident communicator with the presence to work directly with senior stakeholders. • Comfortable with ambiguity and energized by fast-paced startup environments where processes are still being built. • Intermediate Excel or Google Sheets skills for data validation and migration work. • Bachelor’s degree in accounting, finance, or a related field. • Experience in an implementation, solutions, or customer success role • ASC 606 and SaaS revenue recognition knowledge • CPA or equivalent certification • Experience at a SaaS or fintech company • Familiarity with fintech integrations (Stripe, Ramp, Brex, Rippling, Salesforce, etc.)

🏖️ Benefits

• Competitive base pay and meaningful equity so you share in what we’re building • 100% paid employee health, dental, and vision (U.S. & Canada; plans vary by region) • Flexible PTO plus 9–10 observed company holidays so you can recharge • $1,000 home office budget to get set up for success • $2,400 co-working budget for face time with your colleagues • $600 learning and development budget • 401(k) so you can save for your future • Team offsites in incredible locations — our teams have connected everywhere from New York and San Francisco to Italy, France, and beyond