Implementation Lead – Accounts Receivable

Implementation Lead – Accounts Receivable Overview

• The Implementation Lead – Accounts Receivable will oversee the delivery and implementation of integrated receivables solutions for clients.
• This role involves managing end-to-end project lifecycles, from requirements gathering to post-go-live support.
• Collaborate with client Accounts Receivable, treasury, and finance teams to ensure successful solution adoption.
• Configure and optimize cash application solutions tailored to client needs, ensuring operational efficiency.
• Act as a subject-matter expert in receivables processes, providing insights to enhance product development.
• Leverage expertise in payment channels, remittance processing, and ERP systems integration.
• Drive customer satisfaction through precise implementation and proactive issue resolution.
• Contribute to building reusable implementation playbooks and process automation strategies.

Implementation Lead – Accounts Receivable Key Responsibilities & Duties

• Lead client implementations, managing project plans, milestones, and risk across multiple engagements.
• Conduct discovery sessions to document current receivables processes and design tailored solutions.
• Configure payment matching rules, remittance extraction, and ERP integrations for optimal workflow.
• Validate solutions through testing and user acceptance, ensuring accuracy and efficiency.
• Train client teams on solution usage, driving adoption and operational independence.
• Monitor post-go-live performance, fine-tuning strategies to meet operational targets.
• Collaborate with internal product and support teams to resolve edge cases and improve offerings.
• Develop and refine implementation methodologies to streamline future client onboarding.

Implementation Lead – Accounts Receivable Job Requirements

• Bachelor of Science (BS) degree with 5+ years of relevant experience in cash application or AR operations.
• Proficiency in payment channels, remittance processing, and ERP system integrations.
• Hands-on experience with cash application solutions and AR automation tools.
• Familiarity with bank file formats such as BAI2, NACHA, and EDI standards.
• Strong project management skills, capable of handling multiple concurrent implementations.
• Advanced Excel skills for data validation and reconciliation tasks.
• Effective communication skills to engage with stakeholders across various organizational levels.
• Interest in AI-driven workflows and willingness to learn about emerging technologies.