Manager, Implementation (SaaS/Fintech)

K1 Investment Management, LLC; Addison (TX); On-site; USD 130,000 - 170,000; Full time

Job summary

Emburse is seeking a Manager, Implementation to lead a team of Implementation Specialists and Consultants. You will recruit, onboard, coach, and regularly review performance to build product knowledge and client delivery skills.

You’ll manage workloads, scope, and delivery priorities across multiple projects to ensure timely value realization. You’ll guide end-to-end delivery from discovery through go-live readiness, monitor milestones, and protect margins.

Qualifications

• Bachelor’s degree or equivalent practical experience plus 5+ years of customer-facing SaaS implementation, professional services or consulting experience.
• At least 3 years of direct people management experience, with hiring, coaching and performance reviews.
• Deep understanding of implementation methodologies: requirements gathering, planning, scope, testing and transitions.
• Proven ability to manage team capacity, balance requests and protect delivery margins.
• Demonstrated success improving delivery efficiency and client outcomes.
• Hands‑on use of CRM, project tracking and reporting tools for delivery decisions; experience with AI tools is a plus.
• Experience with Emburse Spend/Professional/Enterprise or comparable software; familiarity with Salesforce, Certinia or workflow automation tools preferred.

Responsibilities

• Lead and develop talent by recruiting, onboarding, coaching, and conducting regular performance reviews.
• Manage capacity and assignments; allocate workloads based on capacity and client readiness.
• Translate priorities into clear team commitments and maintain delivery focus.
• Oversee end-to-end delivery from discovery through go-live readiness and handoffs.
• Protect utilization and margins by tracking effort and avoiding rework.
• Standardize best practices and foster knowledge sharing and cross-training.
• Champion process improvement and AI to reduce repetitive work.
• Manage client escalations and recovery plans with the Director.
• Coach for client value and seamless handovers to Customer Success and Support.
• Collaborate cross-functionally with Sales, Product, Engineering, and Support.
• Maintain visibility with regular portfolio updates and accurate records.

Skills

People management

SaaS implementation

CRM tools

Salesforce

Certinia

AI tooling

Education

Bachelor’s degree

Equivalent practical experience

Tools

Salesforce

Certinia

Workflow automation tools

Job description

Who We Are:

At Emburse, you’ll not just imagine the future – you’ll build it. As a leader in expense intelligence, we are creating a future where technology drives business value and inspires extraordinary results. Our AI-powered platform helps organizations modernize financial operations, increase visibility, and optimize spend across the enterprise.

The Manager, Implementation leads Implementation Specialists and Consultants implementing Emburse’s Spend, Professional and Enterprise portfolios. Reporting to the Director, Professional Services, this role develops people, manages team delivery commitments, and helps clients achieve value.

The Manager follows established delivery practices, resolves day-to-day issues, and helps the team improve efficiency, quality, and time to value through practical improvements, automation, and AI.

**Please note we are NOT able to offer sponsorship now or in the future**

What you will Do

• Lead and develop talent: Recruit, onboard, and coach Implementation Specialists and Consultants, holding regular one-on-ones and performance reviews to build product knowledge, client delivery skills, and accountability.

• Manage capacity and assignments: Allocate project workloads based on team capacity, skill sets, and client readiness, escalating resource or training needs to the Director as needed.

• Drive operational focus: Translate priorities into clear team commitments, clarifying ambiguous requests and balancing competing demands so the team stays focused on delivery.

• Oversee end-to-end delivery: Monitor active projects, milestones, and risks across the implementation lifecycle (from discovery and configuration through testing, training and go-live readiness) to resolve blockers early.

• Protect utilization and margins: Track project effort, team utilization and delivery margins against targets, addressing avoidable rework or scope creep and escalating major risks.

• Standardize best practices: Reinforce implementation methodologies, templates and guidance while fostering a culture of knowledge sharing and cross-training.

• Champion process improvement and AI: Identify recurring delivery bottlenecks and drive practical efficiencies, including testing and adopting approved automation and AI tools to reduce repetitive work.

• Manage client escalations: Serve as the initial point of contact for client and delivery escalations, partnering with the Director on major decisions and executing agreed recovery plans.

• Coach for client value and seamless handovers: Guide consultants to align implementation decisions with client needs, manage scope expectations and execute clean transitions to Customer Success and Support.

• Collaborate cross-functionally: Partner with Sales, Product, Engineering, Customer Success and Support—as well as technical specialists for complex integrations—to clarify handoffs and resolve delivery issues.

• Maintain visibility and reporting: Deliver regular portfolio updates to the Director on progress, risks and capacity while ensuring project records and client communications remain accurate.

What you will Bring

• Bachelor’s degree, college diploma in a related field, or equivalent practical experience, paired with at least 5 years of customer-facing SaaS implementation, professional services or consulting experience (discovery through go-live).

• At least 3 years of direct people management experience, with a strong track record of hiring, coaching, cross-training, conducting performance reviews and holding team members accountable.

• Deep understanding of implementation methodologies, including requirements gathering, project planning, scope management, testing and transitioning clients to ongoing support.

• Proven ability to manage team capacity, balance competing stakeholder requests and protect delivery margins by monitoring utilization, project effort and avoidable rework.

• Demonstrated success improving delivery efficiency and client outcomes—such as shortening time-to-value, reducing delays and increasing team throughput.

• Hands‑on ability to use CRM, project tracking and reporting tools for delivery decisions, alongside a practical aptitude for experimenting with approved AI tools while maintaining output quality and data security.

• Clear, proactive client and internal communication, with the ability to clarify ambiguity and partner effectively with technical and product specialists to resolve dependencies.

• Adaptability, curiosity, openness to feedback and a commitment to collaboration, inclusion and sustainable team performance.

• Experience with Emburse (Spend, Professional or Enterprise) or comparable expense, AP, procurement or financial software, as well as familiarity with Salesforce, Certinia or workflow automation tools is preferred.

Why Emburse?

Finance is changing—and at Emburse, we’re leading the way. Our AI-powered solutions help organizations eliminate inefficiencies, gain real-time visibility and optimize spend—so they can focus on what’s next, not what’s slowing them down.

• A Company with Momentum – We serve 12M+ users across 120 countries, helping businesses modernize their finance operations.
• A Team That Innovates – Work alongside some of the brightest minds in finance, tech and AI to solve real‑world challenges.
• A Culture That Empowers – Competitive pay, flexible work, and an inclusive collaborative environment that supports your success.
• A Career That Matters – Your work here drives efficiency, innovation and smarter financial decision‑making for businesses everywhere.

Shape your future & find what’s next at Emburse.

Emburse provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Emburse complies with applicable state and local laws governing nondiscrimination in employment in every location where the company has facilities. This policy applies to all terms and conditions of employment.