Implementation Advisor

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MindBridge is the global leader in AI‑powered financial risk intelligence. Our platform, MindBridge AI™, is enabling finance and audit professionals to build the AI‑powered finance department of the future. With over 120 billion financial transactions analyzed with MindBridge’s AI, we set the standard for innovation, scalability, and customer satisfaction.

At MindBridge, we’re driven by innovation and excellence, united as a team to revolutionize financial integrity. Here, your ideas matter, and your efforts make a meaningful impact. If you’re passionate about using AI to drive positive change, MindBridge is the perfect fit. What distinguishes us is our unwavering commitment to our values: Innovation, Collaboration, and Integrity. These principles foster a vibrant workplace culture, where appreciation and a strong sense of community flourish.

As an Implementation Advisor within our Implementation and Consulting team, you are responsible for guiding the overall successful implementation and initial value realization of incoming MindBridge customers across different industries. This customer‑facing role requires a strong understanding of financial process and control transformation through technology‑enabled solutions. You will be expected to lead meetings with Senior Client Executives (including Partners, VP & C‑level), data/technical experts, and manage day‑to‑day relationships with project leads on the client side.

We are looking for an individual who is experienced in completing successful complex projects and demonstrates business knowledge in generating an understanding of your client’s needs, project governance, and financial data requirements. You will be a leader to the team at different phases of the implementation journey from kick‑off to configuration to deployment. This position will play a pivotal role in helping MindBridge drive the successful delivery of new solutions to our customers every day.

Your key business partners include the sales and account management team, who play an important role in the commencement of every customer journey; the greater Implementation and Consulting team which includes data engineers; and Customer Success who continue the client relationship following a successful implementation. Additionally, you will be working with other members of the organization including product management, marketing and executive leadership, to create an effective feedback loop and drive a continuously improved customer experience.

Your Responsibilities

• Implementation success ownership: Own the end‑to‑end implementation delivery for customers from kick‑off to deployment, including workshop designs, analysis deep‑dives and key deliverables. Work with global teams regularly and handle multiple projects/technical tasks at any point of time.
• Workshop delivery: Guide virtual or in‑person structured workshops and prepare customized materials based on customer’s objectives and expected outcomes.
• MindBridge SME: Become the expert of MindBridge through development of a deep understanding of our products to support in workshops development, delivery and architecting solutions.
• Trusted advisor to customers: Lead customers through successful implementations by understanding their objectives, business needs and current processes and translating them into use cases, value‑based outcomes and MindBridge embedded processes.
• Advocate for customer: You will serve as the voice of the customer, relaying product feedback and feature requests to the product development team. Your insights are essential to ensuring we build solutions that address real customer needs, solve their challenges, and help them succeed. This includes troubleshooting and escalating client issues appropriately.
• Team player: Comfortable in working under the pressure of tight project deadline alongside the Account Team to complete successful implementations. Up to 25% travel may be required.
• Strategic cross‑functional partner: Work closely with the data engineering team to understand the data requirements and deploy the solution ensuring a smooth end‑to‑end workflow. Serves as a liaison to other MindBridge resources in Product, Services, and Sales, as needed.
• Continuous improvement: Contribute to the Implementation and Consulting team by being a strategic team member and identifying opportunities for improvement as it relates to internal processes, customer deliverables and ad‑hoc projects.

Key Skills & Qualifications

• Strong business analytical skills
• Strong knowledge of ERP systems and financial reporting applications
• Strong research skills to support new implementations
• Understanding of accounting and finance processes and controls is a key asset
• Experience in finance transformation projects
• Ability to understand the pain points in current business process and provide workaround and resolution for process improvement
• Ability to grasp application and integration concepts of new products quickly and efficiently
• Ability to work in a team environment and independently
• Excellent oral communication, including presentation and facilitation skills; ability to liaise with a wide range of customers including global 500 companies
• Ability to lead virtual and in‑person workshops
• Ability to multi‑task and deliver several projects concurrently
• Ability to interact effectively with a diverse group of clients and colleagues
• Ability to identify critical drivers to customer service delivery excellence
• Ability to see and develop the big picture, to think of innovative ways to get the job done and help your customers build creative strategies to implement our product successfully
• A multitasker and can adjust priorities on‑the‑fly
• Be flexible and have a personality that thrives in a fast‑paced high‑tech scale‑up environment and culture
• Understand and have the ability to navigate complex customer organizations and manage feedback
• Exceptionally well organized, adaptable, execution‑oriented, and data‑driven

Financial Technical Skills

• Process Improvement
• Process Implementation
• Process Reengineering
• Control Transformation
• Project Management
• Guidance and Mentorship
• Data Analysis

Education & Certifications

• University degree in Commerce or Administration or other relevant discipline is required (strong preference for accounting or finance major)
• CPA or Institute of Internal Auditors certification is required
• 5+ years in financial or accounting role within a firm or organization
• 5+ years in consulting or professional services position either within a professional services firm or within an organization
• Strong executive‑level written and oral communication skills are required
• Experience implementing ERPs or taking part in finance transformation is strongly preferred
• Strong understanding of finance and accounting integration needs
• Proven ability to gather business requirements and translate them into functional and technical solutions
• Experience successfully managing complex projects from start to finish

Requirements Contingent on Employment

• Fulfill requirements necessary to obtain and clear a full background check

Why You’ll Love Being Part of Our Team

📈 Competitive Compensation and Equity

🏠 Flexible Work – Hybrid or Remote

🍏 Comprehensive health benefits and wellness programs

🔕 Unplug and recharge – 4 company‑wide digital detox days annually

Equal Opportunity at MindBridge

At the heart of our global success lies commitment to diversity and inclusion. We rigorously enforce an equal opportunity policy in all aspects of employment, championing merit and qualifications as our benchmarks. MindBridge is a proud equal opportunity employer, embracing applicants of all backgrounds without regard to race, nationality, religion, gender, disability, or any other factors.

At MindBridge, we are committed to providing an accessible candidate experience. If you require accommodations during the interview process or beyond, please inform us. We will work with you to provide necessary support and reasonable accommodations while maintaining confidentiality. Your comfort and participation are paramount to us.

Please be advised that we may use AI tools in the processing of your application.

Seniority level

• Mid‑Senior level

Employment type

• Full‑time

Job function

• Customer Service