Implementation Manager - Payment Solutions

What you'll do:

Client Onboarding & Implementation
• Lead onboarding projects for mid-market and enterprise clients adopting our payments platform.
• Manage project plans, timelines, and deliverables to ensure smooth go-live.
• Coordinate payment gateway, processor, and ERP/CRM integrations (e.g., NetSuite, Microsoft Dynamics, Sage).
• Oversee merchant account setup, payment workflows, and compliance requirements (PCI DSS, NACHA, KYC/AML).
• Support configuration of payment features including recurring billing, tokenization, payment portals, and embedded payments.
Customer Engagement
• Act as the main point of contact during onboarding, building trust with client finance and IT stakeholders.
• Run kickoff meetings, requirements workshops, and regular status calls.
• Translate technical payment processes into business outcomes for CFOs, controllers, and AR managers.
• Provide training and best practices for payment acceptance and reconciliation.
Risk & Issue Management
• Identify risks and blockers early; escalate as needed to keep projects on track.
• Work with product, engineering, and support teams to troubleshoot integration or settlement issues.
• Balance customer expectations, scope, and timelines to deliver high-quality onboarding experiences.
Driving Value
• Ensure clients adopt key payment features that reduce manual AR processes and accelerate cash flow.
• Partner with Customer Success to ensure a smooth transition to long-term account management.
• Document lessons learned and contribute to improving onboarding processes, templates, and playbooks.

What you'll bring to the team:

• 4–7 years of project management experience in SaaS, fintech, or payment solutions.
• Knowledge of payment processing (gateways, processors, merchant onboarding, settlement flows).
• Experience with ERP/financial system integrations (NetSuite, Sage, Microsoft Dynamics).
• Strong understanding of compliance frameworks (PCI DSS, NACHA, KYC/AML) preferred.
• Excellent communication and client-facing skills, able to engage both finance executives and technical teams.
• PMP, Agile, or related certification a plus.

What Success Looks Like

• Clients are onboarded on time, with payment acceptance live and processing quickly.
• Finance teams adopt digital payment workflows, reducing manual AR work and accelerating cash application.
• Customers view you as a trusted partner in modernizing their payment operations.