Lead Implementation Specialist, T&S

About the role

This position involves overseeing intricate onboarding projects for perk's small to medium business and enterprise clients. You will manage implementations of perk's Travel, Expense, and Invoice products, often incorporating ERP system integrations. Your role is to ensure all parties, both internal and external, remain coordinated for successful product launches and quick user adoption.

Key facts

What you'll do

• Direct complex implementation projects involving ERP integrations, ensuring structured delivery and successful adoption of Travel & Spend solutions.
• Coordinate various stakeholder groups, including finance leaders, project managers, IT teams, and external consultants, maintaining alignment on shared objectives.
• Develop advanced system configurations, including custom solutions that require innovative problem-solving.
• Apply financial knowledge to onboard Invoice modules, guiding customers in adopting policies, workflows, and processes.
• Understand ERP systems and financial technology like NetSuite, Dynamics BC, and Dynamics F&O, focusing on data flows and their role in the customer journey without needing to code or troubleshoot.
• Facilitate collaboration between internal and external technical teams to ensure smooth integration delivery.
• Proactively address and resolve escalations, offering solution-oriented guidance when challenges arise.
• Mentor and guide less experienced Implementation team members, sharing best practices and technical knowledge.

Requirements

• 3 to 4 or more years of experience in customer-facing roles.
• At least 2 years of proven project management experience, preferably in implementation projects.
• Demonstrated technical or finance acumen through education or work experience.
• Strong communication and stakeholder alignment abilities to coordinate internal teams and customers towards successful onboarding.
• Highly organized, detail-oriented, and capable of managing multiple tasks while maintaining quality standards.
• A genuine problem-solving and team-oriented attitude.

Nice to have

• Previous experience with self-serve or custom integrations (SSO, HRIS, SCIM, ERP, CRM) and a strong interest in ERP systems, finance, and related technologies.
• Experience in consulting, finance, or direct customer onboarding/technical implementation.
• Experience with Spend Management solutions or ERP implementation.
• Proficiency in English is required; additional languages are a significant advantage.

Skills & tools

• NetSuite
• Dynamics BC
• Dynamics F&O

Practical notes

Relocation assistance may be available for certain roles. English is the official office language; please submit your resume in English. This role requires you to be within commuting distance of the Chicago office for a 3-day in-person work week.