Implementation Manager

Puzzle 🧩🚀

Implementation Manager at Puzzle, leading customer implementations for accounting firms in a remote role. Focused on ensuring clients launch successfully and manage their financial workflows.

Posted 5/22/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $80,000 - $100,000 per yearWebsite

Tech Stack

Tools & technologies

ERPGo

About the role

Key responsibilities & impact

Own the Full Implementation Lifecycle: Lead customer implementations from kickoff through go-live — managing timelines, aligning stakeholders, and ensuring every customer launches successfully on Puzzle.
Configure the Platform to Customer Needs: Translate each firm’s accounting workflows into Puzzle — chart of accounts setup, reporting structures, close processes, and operational requirements — so the platform works exactly the way they need it to.
Manage Data Migration: Own the migration of customer financial data from source systems (ERP, GL, spreadsheets), validate accuracy, and lead testing and reconciliation to ensure nothing is lost in translation.
Lead Testing and Go-Live Validation: Verify that financial workflows, reporting outputs, and system configurations reconcile accurately before handing customers over to the Customer Success team.
Be the Primary Customer Contact: Guide customers through onboarding, training, and change management — providing clear, consistent communication and building trust at every stage of the process.
Identify and Resolve Risks Early: Spot issues across data, processes, or timelines before they become blockers, and partner with Product and Engineering to drive resolution quickly.
Improve the Playbook: Develop and maintain implementation best practices and documentation as we scale, making each implementation better than the last.

Requirements

What you’ll need

A solid accounting or finance foundation — public accounting, audit, or in-house experience that gives you genuine fluency in how finance teams operate. This is non-negotiable.
Sharp project management instincts — you can juggle multiple workstreams, keep timelines on track, and surface risks before they become problems.
Clear, confident communicator with the presence to work directly with senior stakeholders.
Comfortable with ambiguity and energized by fast-paced startup environments where processes are still being built.
Intermediate Excel or Google Sheets skills for data validation and migration work.
Bachelor’s degree in accounting, finance, or a related field.
Experience in an implementation, solutions, or customer success role
ASC 606 and SaaS revenue recognition knowledge
CPA or equivalent certification
Experience at a SaaS or fintech company
Familiarity with fintech integrations (Stripe, Ramp, Brex, Rippling, Salesforce, etc.)

Benefits

Comp & perks

Competitive base pay and meaningful equity so you share in what we’re building
100% paid employee health, dental, and vision (U.S. & Canada; plans vary by region)
Flexible PTO plus 9–10 observed company holidays so you can recharge
$1,000 home office budget to get set up for success
$2,400 co-working budget for face time with your colleagues
$600 learning and development budget
401(k) so you can save for your future
Team offsites in incredible locations — our teams have connected everywhere from New York and San Francisco to Italy, France, and beyond

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

data migrationfinancial data validationExcelGoogle Sheetsimplementation best practicesreporting structureschart of accounts setupclose processestesting and reconciliationSaaS revenue recognition

Soft Skills

project managementcommunicationstakeholder managementrisk identificationproblem-solvingadaptabilitycustomer onboardingtrainingchange managementtrust building

Certifications

CPAequivalent certification