Referment is working with a London-based B2B fintech SaaS company whose platform automates accounts receivable for enterprise finance teams — collections, payments and reconciliation — and connects with the ERP systems those businesses already run. As the enterprise customer base grows, they are expanding the customer success team that delivers every onboarding.
The Role
You will be the technical bridge between enterprise customers and the product, owning multiple large-scale onboarding projects from kickoff to go-live. Clients arrive with complex ERP environments — typically NetSuite, SAP or Microsoft Dynamics — and your job is to understand how their billing and collections processes actually work, map the technical requirements, and own the implementation so the platform fits their real operations rather than the ones described in a discovery call. Day to day, you operate as a hands-on project manager: coordinating sales, product, engineering and customer success colleagues, unblocking issues, documenting progress and keeping everyone aligned, with the aim of getting customers live as quickly and smoothly as possible. You will act as the go-to expert on how the platform integrates with ERPs, translate customer needs into actionable tasks, and develop an onboarding progress tool that tracks tasks and milestones for both sides. Client-facing meetings run across all levels, from operational teams to executives.
What We're Looking For
- Six or more years in a Solutions Engineer, Implementation Specialist, Technical Consultant or Business Analyst role
- A solid understanding of APIs, data mapping and integration patterns
- Comfortable in client-facing situations, including with senior stakeholders
- Able to interpret business requirements and translate them into technical specifications
- Strong organisational skills and a bias toward action
- Hands-on ERP experience, especially NetSuite or SAP, is a bonus
This could suit...
an implementation or technical consultant from a B2B SaaS, payments or ERP practice background who enjoys owning delivery end to end, and wants onboarding quality to shape long-term customer relationships. The role is based in London with hybrid working.
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Implementation Manager (1EF19C7) employer: Referment
Referment is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. As a Finance Director, you will not only lead the finance function but also play a pivotal role in shaping the company's growth trajectory, with ample opportunities for professional development and advancement. Located in a vibrant B2B technology hub, the company provides a supportive environment where your contributions are valued and rewarded.
