Sum Theory · 1 month ago
Senior Implementation Specialist
Plano, TX
Full-time
Onsite
Senior Level
5+ years expSum Theory is a company specializing in ERP/accounting system implementations, and they are seeking a Senior Implementation Specialist to lead complex client projects and serve as a strategic advisor to finance leadership. This role involves managing the full adoption and optimization of the onPhase platform, mentoring junior teammates, and ensuring seamless delivery and operational readiness for clients.
FinanceFinancial ServicesManagement ConsultingProfessional Services
Responsibilities
Lead complex client implementations, ensuring accurate ERP/AP configurations, successful integrations, and alignment with accounting and payments best practices
Apply a consultative approach to AP workflow design, payments optimization, controls, and compliance
Partner directly with senior finance stakeholders—including CFOs, Controllers, and AP Directors—to guide strategic adoption and measurable process improvements
Manage the end-to-end project lifecycle for multiple concurrent large implementations, including discovery, requirements gathering, solution design, configuration, testing, training, and go-live
Serve as an escalation point for major risks, issues, and scope changes; provide mitigation strategies to protect timeline and delivery quality
Mentor and support implementation team members, providing guidance on technical problem-solving, project structure, and client management
Deliver executive-level reporting and visibility into project progress, timelines, risks, and outcomes
Develop and refine implementation best-practice playbooks, templates, and training materials to ensure delivery excellence and consistency
Collaborate closely with Product, Operations, and Support to influence product roadmap decisions and service delivery enhancements
Maintain accountability for time-to-implement metrics, on-time go-live performance, client satisfaction, and adoption KPIs
Qualification
Required
Bachelor's degree required; preferred in Accounting, Finance, Information Systems, or Business Technology
5+ years of software implementation experience, preferably in ERP, accounting systems, or AP/payments automation
Deep understanding of AP processes, invoice coding/approval workflows, and payments execution (ACH, checks, vCards, wires, cross-border)
Hands-on ERP configuration and integration experience (NetSuite, SAP, Microsoft Dynamics, Oracle, Sage, etc.)
Strong technical skills, with familiarity in SQL, APIs, scripting, or system configuration to support advanced implementations
Proven ability to manage multiple large-scale projects, balancing detailed execution with strategic outcomes
Demonstrated success influencing senior stakeholders and driving adoption across finance organizations
Exceptional communication, facilitation, and presentation skills, with the ability to translate complex technical concepts into business language
Demonstrated leadership experience, including mentoring or coaching junior team members
Results-driven, with a track record of delivering projects on time, within scope, and aligned with measurable business goals
Company
Sum Theory
Sum Theory is a results-driven firm offering comprehensive professional services and management consulting informed by years of expertise helping organizations meet today’s technology challenges.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
D
Dennis Cail III
Chief Executive Officer
Company data provided by crunchbase