Lead Implementation Specialist, T&S

Perk

Lead Implementation Specialist at Perk managing high-complexity onboarding projects with ERP integrations for SMB and Enterprise customers. Collaborating with stakeholders, guiding setups, and mentoring implementation teams.

Posted 6/30/2026full-timeChicago • Illinois • 🇺🇸 United StatesSenior💰 $129,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing high-complexity ERP integration projects, ensuring successful stakeholder alignment and adoption of financial workflows. Proficient in mentoring teams and applying financial acumen to enhance customer onboarding experiences.

Highest-signal resume keywords

ERP Integration ManagementProject ManagementStakeholder AlignmentFinancial AcumenCustomer Onboarding

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Project ManagementERP SystemsFinance TechnologyProblem SolvingTechnical ImplementationSpend Management SolutionsCustom IntegrationsInvoice Module OnboardingData Flow UnderstandingWorkflow Design

Soft Skills

Strong CommunicationHighly OrganizedDetail-OrientedTeam PlayerMentoring

Tools & Technologies

SSOHRISSCIMCRM

Industry Keywords

Travel & SpendConsultingCustomer-Facing RolesImplementation Projects

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Own high-complexity projects with ERP integrations, ensuring structured delivery and successful adoption across Travel & Spend.
Coordinate multiple stakeholder groups, including finance leaders, project managers, IT teams, and external consultants, keeping everyone aligned and focused on shared goals.
Design advanced setups, including complex customizations requiring creative thinking and problem-solving.
Apply financial expertise to onboard Invoice modules, helping customers adopt policies, workflows, and processes with confidence.
Understand ERP systems and finance tech – you won’t need to code or troubleshoot but an interest in these systems and their data flows is key.
Coordinate internal and external technical teams to ensure integrations are delivered smoothly.
Resolve escalations proactively, providing solution-oriented guidance when challenges arise.
Mentor and guide junior Implementation team members, sharing best practices, technical knowledge, and tips for successful onboarding.

Requirements

What you’ll need

3–4+ years of experience in customer-facing roles
At least 2 proven years in project management, ideally within implementation projects
Solid technical and/or Finance acumen either through education or working experience
Strong communication and stakeholder alignment skills
Highly organized, detail-oriented, and able to manage multiple moving parts without losing sight of quality
A true problem solving and team player attitude
Bonus points for experience with self-serve or custom integrations (SSO, HRIS, SCIM, ERP, CRM)
Experience in consulting, finance, or direct customer onboarding/technical implementation
Experience in Spend Management solution or ERP implementation
English language working proficiency is a must, other languages are a strong plus!

Benefits

Comp & perks

Compensation for this role includes salary, commissions, and stock options
AI-enabled tools for daily work effectiveness