Overview
onPhase, is a leading provider of accounting and finance process automation software specializing in Accounts Payable and Accounts Receivable automation.
Position Overview
The Implementation Consultant will have strong technical acumen and a deep understanding of accounting processes, ERP systems, accounts payable (AP) workflows, and payments management best practices. This role plays a critical part in ensuring our clients achieve successful implementations, adopt the onPhase Platform with confidence, and realize the full value of their investment.
Key Responsibilities
Lead client implementations with a focus on technical accuracy, AP workflow optimization, and payments process best practices, ensuring projects are delivered on time and to scope.
Translate business and accounting requirements into effective onPhase solutions, engaging directly with end-users and stakeholders to drive adoption and alignment.
Establish and enforce best practices for AP workflow, invoice processing, and payments management during setup and configuration.
Manage project timelines, communicate status updates proactively, and ensure visibility for clients and internal teams.
Provide clear guidance on system configuration, integrations, and data management, ensuring quality outcomes and minimizing risk at go-live.
Deliver training sessions, documentation, and job aids tailored to finance and AP teams, supporting knowledge transfer and adoption.
Implement change orders and enhancements for existing customers, ensuring smooth transitions and proper validation.
Identify and escalate project risks early, recommending solutions that keep implementations on track.
Partner with Product, Support, and Technical Services teams to continuously improve delivery quality and solution design.
Maintain accountability for time-to-implement, go-live success rates, and customer satisfaction metrics.
Qualifications
Bachelor’s degree required; preferred in Accounting, Finance, Information Technology, Business Systems, or related field.
Minimum 2+ years of software implementation experience; ERP, accounting, or AP/payments system experience strongly preferred.
Understanding of accounts payable workflows, invoice coding/approval, and payments execution (ACH, check, vCard, etc.).
Knowledge of ERP integrations, accounting system configuration, and AP best practices.
Strong organizational skills with the ability to manage multiple projects, details, and deadlines.
Technical aptitude; familiarity with SQL, JavaScript, or system configuration is a plus.
Excellent communication and facilitation skills, comfortable engaging with both end-users and executive stakeholders.
Results-oriented, with a proven ability to drive clients to go-live dates, system adoption, and measurable outcomes.
Flexible and adaptable in a fast-paced environment, with strong problem-solving and troubleshooting skills.
Prior experience with Dealership Management Systems (DMS) preferred