Implementation Specialist

About the Role

We are seeking a skilled Implementation Specialist with 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.

The ideal candidate is analytical, organized, and technically proficient, with the ability to guide clients and cross-functional teams through complex software implementations. Acting as both a technical advisor and trusted partner, this individual will provide structure, clarity, and confidence to stakeholders throughout every phase of the customer journey.

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 1 year 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.

Core Competencies

• Technical Excellence– Strong system knowledge and ability to configure solutions accurately.
• Detail Orientation–Ensures accounting/AP workflows are correct, validated, and auditable.
• Customer Partnership– Builds trust with stakeholders through proactive communication and guidance.
• Project Discipline– Organized and focused on hitting milestones, deadlines, and quality outcomes.
• Change Leadership– Guides clients through new processes with confidence, empathy, and clarity.