Implementation Specialist at Sum Theory in Plano, TX

TITLE: Implementation Specialist POSITION TYPE: Full Time – W2 Employee LOCATION: Remote (May require some travel) Overview: The Implementation Specialist will play a key role in supporting clients through successful software deployments with a focus on AP workflow optimization, accounting process alignment, and payments management best practices. This role requires strong technical aptitude, an understanding of ERP and accounting systems, and the ability to guide clients through complex implementations with clarity, accuracy, and confidence. The Specialist will partner closely with internal teams and external stakeholders to ensure seamless onboarding, reduction of risk, timely go-lives, and high customer satisfaction. This position is both functional and technical, requiring the ability to translate accounting/business needs into system solutions while maintaining quality delivery standards. Duties: The Implementation Specialist is responsible for leading and executing customer implementation projects with an emphasis on solution accuracy, workflow efficiency, and client enablement. Core responsibilities include: Lead client implementations with a focus on AP workflow optimization, payments process best practices, and technical accuracy. Drive alignment between business requirements and platform capabilities through hands-on configuration and collaboration with end users. Establish and reinforce best practices for invoice processing, approvals, and payments management during system setup. Manage project timelines, proactively communicate updates, and maintain visibility to both clients and internal teams. Provide expert guidance on system configuration, integrations, and data management to drive high-quality outcomes and minimize risk at go-live. Deliver client training sessions, documentation, and job aids designed for AP, accounting, and finance teams. Execute change orders and enhancements for existing clients, ensuring smooth transitions and validated updates. Identify, assess, and escalate project risks early while recommending mitigation strategies to maintain timeline and delivery expectations. Collaborate with Product, Support, and Technical Services to enhance solution design and overall delivery quality. Maintain accountability for implementation success metrics including time-to-implement, adoption readiness, and customer satisfaction. QUALIFICATIONS: Bachelor’s degree required; preferred fields include Accounting, Finance, IT, Business Systems, or related discipline. Minimum 1 year of software implementation experience; ERP, accounting, or AP/payments system experience preferred. Strong understanding of accounts payable workflows, invoice routing/coding, and payments execution (ACH, check, vCard, etc.). Knowledge of ERP integrations, accounting system configuration, and AP best practices. Strong organizational skills with the ability to manage multiple projects, details, and deadlines simultaneously. Technical aptitude; familiarity with SQL, JavaScript, or system configuration tools is a plus. Excellent communication and facilitation skills, with comfort engaging users from staff-level to executive leadership. Results-oriented mindset with proven ability to drive clients to go-live, adoption, and measurable success outcomes. Flexible and adaptable in fast-paced environments with strong problem-solving and troubleshooting skills. PREFERRED QUALIFICATIONS: Prior experience supporting accounting, AP automation, or payments solutions. Experience working directly with finance and AP teams. Strong analytical skills for interpreting data, system behaviors, and client requirements. Ability to build collaborative relationships and influence stakeholders through clear communication. Self-motivated, proactive, and detail-oriented with a natural curiosity and desire to learn.