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Lead Implementation Specialist, T&S
PerkLead 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.
Tech Stack
Tools & technologiesERP
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
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Project ManagementERP SystemsFinance TechnologyProblem SolvingTechnical ImplementationSpend Management SolutionsCustom IntegrationsInvoice Module OnboardingData Flow UnderstandingWorkflow Design
Soft Skills
Strong CommunicationHighly OrganizedDetail-OrientedTeam PlayerMentoring