What are the responsibilities and job description for the Implementation Consultant position at DocuPhase LLC?
Overview
onPhase, is a leading provider of accounting and finance process automation software specializing in Accounts Payable and Accounts Receivable automation.
Position Overview
The Implementation Consultant will have strong technical acumen and a deep understanding of accounting processes, ERP systems, accounts payable (AP) workflows, and payments management best practices. This role plays a critical part in ensuring our clients achieve successful implementations, adopt the onPhase Platform with confidence, and realize the full value of their investment.
Key Responsibilities
- 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.
Qualifications
- 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