Implementation Lead – Accounts Receivable

Implementation Lead – Accounts Receivable Overview

• The Implementation Lead – Accounts Receivable oversees client delivery and product implementation for integrated receivables solutions.
• This role involves end-to-end implementation, from requirements gathering to go-live and steady-state operations.
• Collaborate with accounts receivable, treasury, and finance teams to ensure seamless solution integration.
• Design and configure payment and remittance matching workflows tailored to customer requirements.
• Train customer teams, ensuring confidence and self-sufficiency post-implementation.
• Act as a subject-matter expert, providing insights to improve product and delivery processes.
• Opportunity to work with innovative AI-powered solutions in receivables automation.
• Contribute to building reusable implementation playbooks for streamlined onboarding processes.
• Engage in a hybrid work environment, blending remote and on-site collaboration.

• Lead customer implementations, managing project plans, milestones, and risk across multiple engagements.
• Conduct discovery sessions to document receivables processes and design tailored solutions.
• Configure solutions, including remittance capture, payment matching rules, and ERP integrations.
• Validate workflows through testing and user acceptance trials to ensure accuracy.
• Optimize auto-match performance, meeting accuracy and same-day posting targets.
• Train and support customer teams, driving adoption and operational efficiency.
• Resolve post-go-live issues, ensuring smooth transitions to steady-state operations.
  
  Collaborate with internal teams to share feedback and inform product improvements.
• Develop implementation playbooks to enhance delivery efficiency and consistency.

• Bachelor of Science (BS) degree required, preferably in a related field.
• 5+ years of experience in cash application, accounts receivable operations, or software implementation.
• Proficiency in cash application processes, payment channels, and remittance advice handling.
• Experience with bank file formats such as BAI2, EDI 820/823, and NACHA.
• Familiarity with ERP systems like Net Suite, SAP, Oracle, and Microsoft Dynamics.
• Strong project management skills for handling multiple implementations simultaneously.
• Proficiency in Excel for data validation and reconciliation tasks.
• Excellent communication skills to engage with diverse stakeholders effectively.
• Interest in AI-powered workflows and willingness to learn new technologies.