ERP Implementation Lead: FinTech Onboarding & Integrations
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Role details
Tech stack
Job description
Weâre looking for an Implementation Manager who thrives at the intersection of customer success, product, and engineering. We are B2B Fintech in Payments, helping enterprises improve their financial operations: www.kolleno.com, Weâre not just building B2B software - weâre transforming how enterprise finance teams manage cash flow and collections. Our enterprise clients rely on us to understand their technical environments, especially ERPs like NetSuite, SAP, and Microsoft Dynamics, and to help them integrate Kolleno seamlessly.
You will be the technical bridge between our clients and product, ensuring each enterprise onboarding is tailored to how the customer actually works - not how they say they work.
Your Role as Project Lead
Youâll be the owner and driver of multiple large-scale onboarding projects. Youâll operate as a hands-on project manager, responsible for coordinating cross-functional teams, unblocking issues, keeping everyone aligned, documenting progress and most importantly, getting customers live as quickly and smoothly as possible. Youâll be the central point of contact internally and externally, balancing technical detail with strategic oversight, and making sure every onboarding hits the mark.
Youâll join a team that valuesâŚ
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Deep understanding of customer systems and workflows
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Clear, honest communication (internally and externally)
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Consistent, high-quality onboarding delivery
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Long-term thinking, not duct-tape fixes
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Customer empathy with strong technical depth
Your Day-to-Day
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Work closely with enterprise customers to understand their ERP setups (NetSuite, SAP, Microsoft Dynamics), billing and collections processes
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Gather and map technical requirements, including custom fields, data flows, and integration logic
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Own the technical implementation of Kolleno during onboarding
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Collaborate across Sales,Product, Engineering, and Customer Success to design tailored solutions
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Develop and deliver an internal/external onboarding progress tool to track outstanding tasks and milestones
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Act as the go-to expert for how Kolleno integrates with ERPs across the enterprise customer base
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Translate customer needs into actionable tasks and ensure smooth delivery of onboarding
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Assist with updating and maintaining detailed project plans and coordination of partner meetings, setting agendas, recording and distributing minutes
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Demonstrate strong project management capabilities by driving coordination of underlying implementation activities, including core application configurations, data ingestion setup, workflow configuration, and ongoing support.
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Participate in client-facing meetings and communications across various organizational levels, including executives, project leads, and operational teams
Requirements
love bringing clarity to chaos in cross-functional environments?
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a strong communicator who can speak both âengineeringâ and âCFOâ?
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able to understand the big picture while diving into the technical details?
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comfortable leading onboarding projects from kickoff to delivery?
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someone who thrives in client-facing, solution-oriented roles?, 6+ years in a Solutions Engineer, Implementation Specialist, Technical Consultant, or Business Analyst role
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Strong understanding of APIs, data mapping, and integration patterns
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Comfortable in client-facing situations, including with senior stakeholders
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Ability to interpret business requirements and translate them into technical specs
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Strong organizational skills and a bias toward action
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Bonus: Hands-on experience working with ERPs - especially NetSuite and SAP
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Bonus: experience building internal tools or project tracking systems
About the company
Kolleno is a trusted FinOps platform that simplifies receivables, payments & reconciliation for CFOs and finance teams.
We redefine the very essence of payments management for businesses, foreseeing traditional finance operations transforming into seamless experiences for everyone involved: CFOs, finance teams and clients. We empower finance teams to tackle their daily tasks effortlessly and businesses to free up resources to focus on higher-priority, growth-driving activities.
Founded in 2020, Kolleno raised ÂŁ4M (USD $5.4M) in seed funding from leading investors, including Eurazeo , Stride.VC , Allianz Trade and Hubspot , and currently services clients across North America, Europe and South Africa.
As our activity surges and clientele grows, weâre expanding our Customer Success team to nurture enduring client relationships. At Kolleno, we cultivate builder mindset, curiosity, humility, and teamwork. Youâll be joining a diverse and dynamic team, where your potential knows no bounds, limited only by the expanse of your own ambitions.
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