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Referment leads a London-based fintech SaaS team delivering enterprise onboarding for complex ERP environments. You will own end-to-end onboarding projects, translating business needs into actionable technical tasks and coordinating across sales, product, engineering and customer success to ensure a smooth go-live.
You will be the go-to expert on ERP integrations, documenting progress and driving a fast, high-quality onboarding experience for senior stakeholders across client organizations.
Referment is working with a London-based B2B fintech SaaS company whose platform automates accounts receivable for enterprise finance teams — collections, payments and reconciliation — and connects with the ERP systems those businesses already run. As the enterprise customer base grows, they are expanding the customer success team that delivers every onboarding.
You will be the technical bridge between enterprise customers and the product, owning multiple large-scale onboarding projects from kickoff to go-live. Clients arrive with complex ERP environments — typically NetSuite, SAP or Microsoft Dynamics — and your job is to understand how their billing and collections processes actually work, map the technical requirements, and own the implementation so the platform fits their real operations rather than the ones described in a discovery call. Day to day, you operate as a hands-on project manager: coordinating sales, product, engineering and customer success colleagues, unblocking issues, documenting progress and keeping everyone aligned, with the aim of getting customers live as quickly and smoothly as possible. You will act as the go-to expert on how the platform integrates with ERPs, translate customer needs into actionable tasks, and develop an onboarding progress tool that tracks tasks and milestones for both sides. Client-facing meetings run across all levels, from operational teams to executives.
an implementation or technical consultant from a B2B SaaS, payments or ERP practice background who enjoys owning delivery end to end, and wants onboarding quality to shape long-term customer relationships. The role is based in London with hybrid working.
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