Implementation manager

Founded in 2001, Optima Global Solutions Inc., brings over 2 decades of experience and expertise in facilitating IT transformation within industries ranging from higher education and government to manufacturing and financial services. Sporting scalable and diverse business solutions expertise along with deep-domain based resourcing capabilities, Optima has a specialization in Automation and AI, Strategic Staffing and Custom Solutions Development, focusing on the core pillars of process, people, strategy and transformation.

Currently, we are hiring for the following position for our Automation Company, TranscendAP; Implementation Manager / Project Manager / Business Analyst

About TranscendAP

TranscendAP is a leading provider of Accounts Payable Automation and Intelligent Invoice Processing solutions for enterprise organizations. Our platform helps finance teams streamline invoice processing, automate workflows, improve visibility, and accelerate digital transformation initiatives. At TranscendAP, we combine advanced automation, AI-powered document processing, workflow orchestration, and ERP integration capabilities to help organizations modernize their financial operations. We pride ourselves on delivering exceptional customer outcomes through a collaborative culture, innovative technology, and a commitment to client success.

We are seeking a highly motivated and customer-focused Implementation Manager / Project Manager / Business Analyst to join our growing team. The ideal candidate combines the communication skills of a consultant, the organization of a project manager, and the analytical thinking of a business analyst. This individual will play a critical role in leading customer implementations, gathering and documenting business requirements, coordinating project activities, and ensuring customers achieve measurable business value from the TranscendAP platform.

Position Summary

As an Implementation Manager / Project Manager / Business Analyst, you will serve as the primary point of contact for enterprise customers throughout the implementation lifecycle. You will work closely with customer stakeholders, executive sponsors, product management, development teams, and support organizations to successfully deploy and optimize TranscendAP solutions. You will be responsible for managing project plans, facilitating workshops, documenting requirements, coordinating integrations, mitigating risks, and driving customer adoption. This role requires strong business acumen, exceptional communication skills, and the ability to evaluate complex business challenges, facilitate stakeholder alignment, and define requirements that support scalable and efficient business solutions. This position is primarily remote.

Key Responsibilities

Customer Implementation Leadership

• Lead end-to-end software implementation projects from kickoff through go-live and post-production support.
• Serve as the primary customer-facing project lead throughout the implementation lifecycle.
• Facilitate project kickoff meetings, requirements workshops, status meetings, executive reviews, and training sessions.
• Develop and maintain implementation project plans, timelines, milestones, and resource schedules.
• Manage project risks, issues, dependencies, and escalation processes.

Business Analysis & Requirements Gathering

• Gather, analyze, and document business requirements from customer stakeholders.
• Translate business requirements into functional specifications and technical requirements.
• Evaluate customer business processes and recommend workflow improvements and automation opportunities.
• Map customer requirements to TranscendAP product capabilities and identify configuration or enhancement needs.
• Create process flows, requirements documents, use cases, and implementation documentation.

Solution Design & Integration Management

• Define integration requirements with ERP, Procurement, Financial, and other enterprise systems.
• Collaborate with technical teams to design and validate integration mappings and business rules.
• Assist customers with solution configuration and deployment planning.
• Support testing activities including system testing, integration testing, user acceptance testing (UAT), and go-live readiness reviews.

Customer Success & Communication

• Build trusted relationships with customer executives, project sponsors, administrators, and end users.
• Provide regular project status updates and executive-level communications.
• Create professional project documentation, meeting notes, training materials, and implementation deliverables.
• Ensure successful user adoption through training, coaching, and change management activities.
• Support customers post-implementation to maximize product value and adoption.

Cross-Functional Collaboration

• Work closely with Product Management, Development, QA, Professional Services, and Customer Support teams.
• Collect customer feedback and enhancement requests and communicate them effectively to internal stakeholders.
• Participate in product improvement initiatives based on customer experiences and market needs.
• Maintain internal project dashboards, implementation metrics, and customer reporting.

Required Qualifications

• Bachelor's degree in Business, Information Systems, Computer Science, Finance, Accounting, or a related field.
• 5+ years of experience managing software implementation projects.
• 3+ years of business analysis and requirements gathering experience.
• 3+ years of customer-facing experience in a software or SaaS environment.
• Experience managing multiple concurrent projects.
• Strong project management, organizational, and prioritization skills.
• Excellent written and verbal English communication skills.
• Strong analytical, problem-solving, and critical-thinking abilities.
• Experience leading customer meetings and executive presentations.
• Ability to create professional documentation and customer deliverables.
• Strong attention to detail and commitment to customer success.

Preferred Qualifications

• Experience with Accounts Payable Automation solutions.
• Experience with ERP platforms such as Oracle, Microsoft Dynamics, Quickbooks, Ellucian Banner, PeopleSoft, or similar systems.
• Experience with workflow automation and business process optimization.
• Experience with SaaS software implementations.
• Experience with Procurement, Accounts Receivable, Purchasing, or Financial Operations processes.
• Experience with OCR, Intelligent Document Processing (IDP), AI-powered automation, or invoice capture technologies.
• Experience working in enterprise software consulting or professional services organizations.

Soft Skills

The successful candidate will demonstrate:

• Exceptional communication and interpersonal skills.
• Confidence interacting with executives and senior business leaders.
• Strong meeting facilitation and presentation abilities.
• Ability to influence stakeholders without direct authority.
• Customer-first mindset.
• Strong ownership and accountability.
• Collaborative team-oriented approach.
• Positive attitude and willingness to solve complex problems.
• Ability to remain organized and effective in a fast-paced environment.
• Strong listening and relationship-building skills.

Success Metrics – What Success Looks Like After 12 Months

Within the first year, the successful candidate will:

• Successfully lead multiple customer implementations from kickoff through production deployment.
• Consistently deliver projects on time and within agreed scope.
• Maintain high customer satisfaction scores and positive customer feedback.
• Become a trusted advisor to key customer stakeholders.
• Improve implementation efficiency through process improvements and best practices.
• Produce high-quality requirements documentation and project deliverables.
• Contribute meaningful product enhancement recommendations based on customer feedback.
• Support increased customer adoption and expansion opportunities.
• Develop expertise in TranscendAP's platform, integrations, and AP automation processes.
• Become a key contributor to the continued growth and success of the Professional Services organization.

Why Join TranscendAP?

• Work with innovative enterprise automation technology.
• Help transform finance organizations through AI and automation.
• Join a growing company with an impressive customer base.
• Flexible remote work environment.
• Opportunity to directly influence product direction and customer success.
• Collaborative culture focused on innovation, quality, and continuous improvement.
• Competitive compensation and career growth opportunities.

Interested candidates, please apply online with a detailed resume and contact information. Thank you.