Implementation Lead – Accounts Receivable

Implementation Lead – Accounts Receivable Overview

• The Implementation Lead – Accounts Receivable will oversee client delivery and product implementation for a leading cash application solution.
• Collaborate with Accounts Receivable, treasury, and finance teams to ensure seamless integration and operation.
• Manage end-to-end implementation projects, from initial requirements gathering to go-live and stabilization.
• Act as a client-facing lead and hands-on operator, ensuring successful project outcomes.
• Utilize your expertise in cash application and receivables to design and execute tailored solutions.
• Contribute to the development of reusable implementation playbooks and process automation.
• Work in a hybrid environment, combining remote and on-site collaboration.
• Be part of a dynamic team driving innovation in AI-powered financial workflows.

Implementation Lead – Accounts Receivable Key Responsibilities & Duties

• Lead customer implementations from project initiation to successful go-live, ensuring all milestones are met.
• Conduct detailed discovery sessions to understand and document current-state receivables processes.
• Design and configure cash application solutions tailored to customer requirements.
• Validate end-to-end workflows through comprehensive testing and user acceptance testing.
• Train customer teams to ensure effective adoption and operational independence post-implementation.
• Manage post-go-live support, resolving issues efficiently and ensuring smooth transitions.
• Collaborate with internal teams to provide feedback and inform product development.
• Develop and refine implementation methodologies to enhance efficiency and scalability.

Implementation Lead – Accounts Receivable Job Requirements

• Bachelor of Arts (BA) degree required.
• 5+ years of experience in cash application, Accounts Receivable operations, or related fields.
• Strong knowledge of cash application processes, including payment capture and remittance processing.
• Hands-on experience with cash application or ERP-adjacent solutions implementation.
• Familiarity with bank and payment file formats, such as BAI2, EDI 820/823, and NACHA.
• Proficiency in Excel for data validation and reconciliation tasks.
• Strong project management skills, capable of handling multiple implementations simultaneously.
• Experience with AI-powered workflows is a plus; willingness to learn is essential.