Technical Implementation Project Manager (B2B SaaS

Strong Technical Implementation manager profile with exposure to enterprise clients in B2B SaaS domain

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Mandatory (Experience 1) – Must have 4+ years in Technical Implementation Manager/ SaaS Implementation manager/Technical Project Implementation Manager with atleast the recent 2+ years in a B2B SaaS company dealing with enterprise clients

3

Mandatory (Experience 2) – Must have direct experience leading end-to-end software/tech product/tech project delivery

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Mandatory (Experience 3) – Must have External / Client project implementation experience (Don't want internal project manager)

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Mandatory (Experience 4) - Experience coordinating with Product, Engineering, and Support teams to ensure successful customer go-live.

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Mandatory ( Experience 5) – Must be comfortable engaging and presenting to C-level executives, Directors, VP-level stakeholders, and enterprise decision-makers, with proven ability to build strategic long-term relationships

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Mandatory (Core Skills) – Strong communication, stakeholder management, and executive-level reporting capability

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Mandatory (Company) - Candidates from B2B SaaS Product companies will be prioritised. Candidates from Big 4 firms — Deloitte, KPMG, PwC, and EY — will also be considered.

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Mandatory (Note 1): Not looking for implementation engineer but someone who handles the implementation projects. In their current or most recent role, the candidate must be the accountable owner of implementation projects (primary client point of contact, owns the project plan and go-live), not a hands-on specialist executing the build.

Strong Technical Implementation manager profile with exposure to enterprise clients in B2B SaaS domain

2

Mandatory (Experience 1) – Must have 4+ years in Technical Implementation Manager/ SaaS Implementation manager/Technical Project Implementation Manager with atleast the recent 2+ years in a B2B SaaS company dealing with enterprise clients

3

Mandatory (Experience 2) – Must have direct experience leading end-to-end software/tech product/tech project delivery

4

Mandatory (Experience 3) – Must have External / Client project implementation experience (Don't want internal project manager)

5

Mandatory (Experience 4) - Experience coordinating with Product, Engineering, and Support teams to ensure successful customer go-live.

6

Mandatory ( Experience 5) – Must be comfortable engaging and presenting to C-level executives, Directors, VP-level stakeholders, and enterprise decision-makers, with proven ability to build strategic long-term relationships

7

Mandatory (Core Skills) – Strong communication, stakeholder management, and executive-level reporting capability

8

Mandatory (Company) -B2B SaaS Product companies

9

Mandatory (Note 1): Not looking for implementation engineer but someone who handles the implementation projects. In their current or most recent role, the candidate must be the accountable owner of implementation projects (primary client point of contact, owns the project plan and go-live), not a hands-on specialist executing the build.

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Mandatory (Note 2) - We have 5 open positions of which 1 position is for Pune, and the rest 4 are for Bangalore/Gurgaon

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Mandatory (Education): Engineering graduate

🔹 Role Overview

We are looking for an experienced Technical Project Manager to lead end-to-end ERP implementation, transformation, migration, integration, upgrade and go-live projects for international customers.

🔹 Key Responsibilities

• Manage ERP projects from discovery and planning through configuration, development, UAT, go-live and hypercare

• Manage scope, timelines, budgets, resources, risks, dependencies and escalations

• Coordinate functional consultants, developers, QA, DevOps and customer stakeholders

• Lead customer meetings, status reviews, UAT and go-live readiness

• Drive fit-gap analysis, integrations, APIs and data migration activities

• Ensure project governance, documentation, RAID logs and delivery reporting

• Manage SIT/UAT, cutover planning, production readiness and post-go-live support

🔹 Must-Have Requirements

✅ 7+ years of IT/ERP project delivery experience

✅ Multiple end-to-end ERP implementation projects

✅ At least one production go-live experience

✅ Strong experience in ERP implementation, migration, integration, UAT and transformation

✅ Customer-facing and cross-functional team management experience

✅ Experience with ERP platforms such as SAP, Microsoft Dynamics, NetSuite, Oracle ERP, Odoo, ERPNext or similar

✅ Strong stakeholder management and communication skills

✅ Excellent English communication skills

⭐ Odoo ERP experience is an added advantage.

🔹 Nice to Have

• International customer experience

• US B1/B2 visa / international travel experience

• PMP / PRINCE2 / Scrum Master / SAFe / ITIL / ERP certifications

• Experience in manufacturing, retail, distribution, supply chain, accounting or CRM

GEMBA CONCEPTS · TECHNOLOGY DIVISION

 · JOB DESCRIPTION

Technical Delivery Manager – Services LOCATION Bengaluru (Hybrid) ABOUT GEMBA CONCEPTS EXPERIENCE 5–8 years REPORTS TO Chief Technology Officer TYPE Full-time Gemba Concepts helps manufacturers and enterprises improve how their operations run. Our technology division builds and runs Gemba Connect, a suite of enterprise SaaS products spanning warehouse management, logistics, ERP, and applied AI/ML, deployed across 30+ active client accounts in manufacturing, pharma, FMCG and retail.

ABOUT THE ROLE

We're looking for a technical leader to own Gemba's services business end to end: delivery, people, commercials and reporting. You'll run every client implementation and custom development engagement, build and manage the team that delivers them, and be the single point of accountability to clients and leadership for how services perform. You've written production Java code, can read a Spring Boot service and a SQL execution plan, and have since hired, reviewed and led delivery teams. The product roadmap stays with product leadership; everything we deliver to clients runs through you.

WHAT YOU'LL OWN Services business ownership

• Own the health of the services portfolio: delivery, client satisfaction, billing milestones and account growth.

• Run post-sale SOW execution. Ensure milestones are hit and billed on time, and follow up with finance and clients on receivables.

• Grow accounts by converting change requests and enhancements into scoped, priced, billable work.

• Track effort, utilisation and margin by account; act when an engagement turns unprofitable. Delivery

• Run multiple concurrent client implementations, owning scope, timeline, cost and quality.

• Plan and run sprints with Tech Leads: grooming, estimation, capacity planning, reviews and retros.

• Own go-lives (UAT, cutover, data migration, hypercare) and post-go-live support SLAs.

• Maintain RAID logs and delivery dashboards; flag risk early, with a proposed fix. Requirements and change control

• Be the single intake point between consulting teams, clients and engineering; convert requirements into user stories with testable acceptance criteria.

• Baseline scope and run a formal change-request process. Every change is priced in effort, cost and date before it's accepted.

• Make sure what's agreed is documented before it's built. People and hiring • Plan services headcount against the delivery pipeline and run hiring end to end (role definition, interviews, closing) at a high bar.

• Run goal-setting, regular 1:1s and performance reviews for the services team; give input on promotions, compensation and performance plans.

• Grow Tech Leads and senior engineers into people who can own accounts independently.

• Own team retention and morale. Know who's at risk before they resign. Gemba Concepts · Technology Division Page 1GEMBA CONCEPTS · TECHNICAL DELIVERY MANAGER – SERVICES Reporting

• Publish monthly services MIS to leadership: revenue billed, collections, on-time delivery, SLA adherence, utilisation, hiring and attrition.

• Contribute the services section to quarterly board reporting.

• Run monthly or quarterly business reviews with key client stakeholders. Technical oversight

• Work with Tech Leads on design reviews, integrations (ERP, WMS, third-party systems) and non-functional requirements.

• Lead incident triage and root-cause reviews on client escalations; track corrective actions to closure.

• Coordinate with DevOps on environments, CI/CD and release windows.

• Uphold security and compliance controls (e.g., SOC 2) across delivery. Improving how we deliver

• Drive adoption of AI-assisted development and testing tools, and measure whether they actually raise throughput per engineer.

• Tighten estimation accuracy, definition of done and release discipline across the services team. MUST-HAVES

• 5–8 years in software, including 2+ years as a hands-on Java developer and 2+ years in delivery or project management.

• 1+ year leading a team of 5+ directly, including hiring and performance reviews.

• Strong working knowledge of Java and Spring Boot. You can review a PR, understand how a service is structured, and challenge an estimate.

• Solid SQL: schema design, writing and debugging queries, and understanding of indexing, transactions and production issues such as slow queries and connection pool exhaustion (SQL Server/Azure SQL, PostgreSQL or MySQL).

• Hands-on exposure to cloud platforms (Azure preferred, AWS/GCP acceptable).

• Working experience with the commercial side of client engagements: SOWs, milestone billing and change orders. Margin tracking is a plus.

• Track record of delivering enterprise B2B software to external clients across multiple parallel engagements.

• Proficiency with Jira or Azure DevOps, Confluence and Git-based workflows.

• Clear communication. You can present to a client CXO, write a board-ready MIS, and give an engineer hard feedback. GOOD TO HAVE

• Domain experience in manufacturing, supply chain, warehousing, logistics or ERP.

• Background in an IT services firm or the services arm of a product company.

• Familiarity with microservices, REST API design and message queues.

• Experience delivering AI/ML features.

• Exposure to SOC 2 or ISO 27001 audits.

• Certifications (PMP, CSM, PMI-ACP) are welcome but won't substitute for a delivery and team-building track record. WHAT SUCCESS LOOKS LIKE IN YOUR FIRST 6 MONTHS

• 85%+ of implementations go live on the committed date.

• Billing milestones are invoiced on time, and receivables ageing is visibly down. • Every active account has baselined scope, a live RAID log and a change log.

• Services hiring is on plan, with near-zero regretted attrition.

• Leadership gets a monthly services MIS without having to chase it. WHO YOU'LL WORK WITH The services delivery team (engineers, Tech Leads, BAs, QA), product squads, DevOps, consulting teams, finance and client stakeholders.

WHY JOIN Own a real business line with direct access to leadership. Build the team and operating model your way. Work on enterprise products in active growth, including applied AI.

Strong Senior Project Manager Profile with enterprise B2B SaaS, client-facing delivery experience

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Mandatory (Experience 1): Must have 5+ years of project management experience with significant client-facing delivery time (non-negotiable), including experience in a B2B SaaS company serving enterprise customers

3

Mandatory (Experience 2): Must have managed complex enterprise projects end-to-end, from requirement/planning through successful delivery and go-live

4

Mandatory (Experience 3): Must have managed multi-country / multi-region rollouts (preferably North America and/or Europe), coordinating India-based delivery teams with customers/stakeholders in Western markets

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Mandatory (Experience 4): Must have delivered technically complex / analytics-driven projects (AI/ML, Image Recognition, or Data Analytics)

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Mandatory (Tech skill): Must have strong working knowledge of SQL, APIs, and Master Data Management (MDM)

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Mandatory (Experience 5): Must have experience with SOWs, change requests, or RFPs, managing scope, timelines, risks, and dependencies using Waterfall or Agile

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Mandatory (Ownership): Must be the accountable owner of the engagement — primary client point of contact, owning the project plan and go-live end-to-end — not a hands-on specialist executing the build

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Mandatory (Skill): Must have strong facilitation, communication, stakeholder-management, and executive-level reporting skills across cross-functional, geographically distributed teams

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Mandatory (Company): Must currently be working in a B2B SaaS product company.

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Mandatory (Stability) – Must have a stable tenure record, with recent roles held 2+ years each and no run of consecutive stints under 12 months.

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Mandatory (Note): CTC is inclusive of variable

Implementation Engineer – Digital Evaluation System

Industry: EdTech / Higher Education

Experience: 8–12 Years

Location: Remote / Client Location (Travel as required)

Job Summary

We are looking for an Implementation Engineer to support the deployment and successful implementation of our Digital Evaluation System across universities and colleges. The role involves client coordination, system configuration, troubleshooting, training, and ensuring smooth implementation.

Key Responsibilities

• Implement and configure the Digital Evaluation System for universities and colleges.
• Coordinate with clients to understand their requirements and ensure successful deployment.
• Support system integration, configuration, testing, and troubleshooting.
• Conduct product demonstrations and training sessions for clients and users.
• Monitor implementation progress and resolve technical issues within timelines.
• Coordinate with internal Product, Development, and Support teams for issue resolution.
• Prepare implementation documentation, reports, and user guides.
• Travel to client locations for implementation, training, and support whenever required.

Requirements

• 8–12 years of experience in Software Implementation / ERP Implementation / Technical Support / EdTech.
• Experience working with universities, colleges, or educational institutions will be preferred.
• Good understanding of software implementation and troubleshooting.
• Basic knowledge of databases/SQL and APIs will be an advantage.
• Strong communication, coordination, and client-handling skills.
• Willingness to travel as per business requirements.

Compensation

Salary will be discussed based on your previous/current salary, experience, and interview performance.

Preferred Candidates

Candidates with experience in Education ERP, Digital Evaluation/Assessment Systems, Examination Management Systems, or EdTech products will be preferred.

About Solutionara

Solutionara is a U.S.-based IT Consulting and Technology Services firm with a Global Delivery Center in Noida, India.

As a fast-scaling consulting firm, we operate with high ownership, lean teams, and disciplined execution. We are also evolving toward an AI-enabled delivery model, focused on enterprise integration, digital transformation, and scalable technology solutions for global clients.

Our GDC plays a critical role in building high-impact engineering and delivery teams while driving operational excellence through structured processes and intelligent automation.

Location: Noida, Uttar Pradesh | On-site

Experience: 5–9 Years

Employment: Full-Time

Industry: IT Consulting & Technology Services

About the Role

Solutionara is looking for a Technical Project Manager – Enterprise Technology to join our Global Delivery Center in Noida.

This is a hands-on technology delivery role for someone who can operate effectively between project management and engineering teams. You will be responsible for translating technical work into structured delivery plans, coordinating cross-functional engineering teams, managing technical dependencies and risks, and driving projects from planning through deployment and stabilization.

You will work closely with Solution Architects, Technical Leads, Developers, Integration Engineers, Data Engineers, DevOps, QA, Business Analysts, client stakeholders, and vendors.

This role requires more than maintaining Jira boards and scheduling meetings. We are looking for someone who understands how technology projects are actually delivered and can ask the right questions when architecture, environments, APIs, integrations, infrastructure, data, testing, or deployment dependencies begin affecting the plan.

What You'll Do

Technical Project Delivery

• Manage technology projects from requirements and planning through development, integration, testing, deployment, and hypercare.
• Build and maintain detailed project plans, milestones, technical workstreams, dependencies, deliverables, and release schedules.
• Translate technical activities and engineering estimates into executable delivery plans.
• Coordinate work across application development, integration, cloud/DevOps, data, QA, architecture, and infrastructure teams.
• Understand technical blockers sufficiently to identify their delivery impact and drive the appropriate teams toward resolution.
• Challenge assumptions, timelines, estimates, and dependencies when delivery risks emerge.
• Ensure technical decisions, dependencies, assumptions, and actions are documented and followed through.

Delivery Governance & Control

• Maintain RAID logs, dependency trackers, decision logs, action items, milestones, and project health indicators.
• Identify schedule, resource, technical, environmental, integration, and deployment risks before they become delivery failures.
• Establish clear ownership and due dates for risks, issues, dependencies, and actions.
• Track planned versus actual progress and develop recovery plans when projects begin to slip.
• Manage scope changes and coordinate impact assessments across schedule, resources, technical dependencies, and delivery commitments.
• Escalate issues with clear impact, options, recommendations, and required decisions.
• Maintain accurate project documentation and delivery visibility for leadership and stakeholders.

Engineering & Cross-Functional Coordination

• Work closely with Solution Architects and Technical Leads to understand solution architecture and implementation dependencies.
• Coordinate API, integration, application, infrastructure, data, security, environment, and testing dependencies.
• Facilitate technical planning and dependency discussions across engineering teams.
• Coordinate development readiness, QA readiness, UAT, release readiness, cutover, deployment, and production stabilization.
• Ensure environments, access, infrastructure, test data, interfaces, and external dependencies are available when required.
• Track defects, technical blockers, and production-readiness items through closure.
• Support technical teams without attempting to replace the engineering or architecture functions.

Client & Stakeholder Management

• Participate in and lead client status meetings, delivery reviews, technical coordination meetings, and project governance discussions.
• Communicate technical issues in clear business and delivery terms.
• Provide concise project health reporting covering progress, risks, dependencies, decisions, and upcoming milestones.
• Manage stakeholder expectations around scope, timelines, dependencies, and delivery risks.
• Coordinate across India and global teams working in distributed delivery environments.
• Maintain professional, transparent communication when projects encounter delays or technical challenges.

Agile, Release & Delivery Management

• Facilitate sprint planning, backlog readiness, delivery reviews, retrospectives, and other Agile ceremonies where applicable.
• Work with engineering leads to ensure stories and technical activities are sufficiently understood before execution.
• Track sprint commitments without treating Agile metrics as a substitute for actual delivery outcomes.
• Coordinate release planning, UAT, change readiness, cutover activities, go-live, and hypercare.
• Support Agile, Scrum, Waterfall, and hybrid delivery models based on project and client requirements.

AI-Assisted Project Delivery

• Use AI and automation tools to improve project planning, documentation, meeting outputs, risk identification, status reporting, and delivery visibility.
• Identify repetitive project-management activities that can be automated or streamlined.
• Encourage responsible use of AI within project workflows while maintaining appropriate review, confidentiality, and accountability.
• Help Solutionara evolve toward a more data-driven and AI-enabled technology delivery model.

What We're Looking For

• 5–9 years of overall experience in technology delivery, with meaningful experience as a Technical Project Manager, Project Manager, Technical Program Manager, Delivery Lead, or similar role.
• Experience managing software engineering, enterprise application, cloud, integration, data, infrastructure, or digital transformation projects.
• Strong understanding of the Software Development Life Cycle (SDLC) and how software moves from requirements through development, testing, release, and production.
• Sufficient technical fluency to communicate effectively with Architects, Developers, DevOps Engineers, Integration Engineers, QA, and other technical specialists.
• Hands-on experience with project planning, RAID management, dependency management, risk management, change control, and delivery reporting.
• Experience coordinating multiple technical workstreams and dependencies.
• Ability to identify when a technical issue affects the critical path and drive appropriate recovery actions.
• Strong client and stakeholder communication skills.
• Ability to bring structure, ownership, and accountability to ambiguous or fast-moving technology projects.
• Strong problem-solving and escalation-management skills.
• Comfortable working in a fast-paced consulting and Global Delivery Center environment.

Technical Fluency

The Technical Project Manager is not expected to be the Solution Architect or primary developer, but should be comfortable discussing and managing delivery around concepts such as:

• REST/SOAP APIs and enterprise integrations
• Application and microservices architecture
• Cloud infrastructure and AWS/Azure environments
• CI/CD and DevOps pipelines
• Databases and data dependencies
• Development, QA, UAT, staging, and production environments
• Authentication, access, networking, and security dependencies
• Deployment, cutover, rollback, and production support
• Defects, logs, monitoring, incidents, and root-cause analysis

The TPM should be able to understand what is blocked, why it matters, who owns it, what it affects, and what needs to happen next.

Preferred Experience

Experience in one or more of the following areas would be an advantage:

• Enterprise Integration – Dell Boomi, APIs, Middleware, EDI
• AWS or Azure Cloud
• DevOps and CI/CD
• Data Engineering or Data Platforms
• ERP, WMS, CRM, PIM/DAM, or enterprise applications
• Application or legacy modernization
• Microservices and API-led architectures
• Digital portals and enterprise applications
• U.S. or global client delivery
• Consulting or technology services organizations
• Onsite-offshore / Global Delivery Center delivery models

What Success Looks Like

• Projects have clear plans, ownership, milestones, and technical dependencies.
• Risks and blockers are identified early rather than discovered at the point of failure.
• Engineering teams have the information, access, environments, and decisions required to execute.
• Technical issues are translated into clear schedule and business impact.
• Delivery commitments are actively managed rather than simply reported.
• Clients and leadership receive accurate and timely visibility into project health.
• Releases and go-lives are planned, controlled, and supported through stabilization.
• Project-management overhead is reduced through effective use of automation and AI.
• Technical teams view the TPM as someone who helps delivery move forward, not simply someone who asks for status updates.

Why Join Solutionara?

• Manage meaningful enterprise technology and transformation initiatives.
• Work directly with experienced architects, engineering leaders, and global clients.
• Build exposure across Cloud, Integration, Data, DevOps, AI, and Digital Transformation.
• Develop toward broader Senior Project Manager, Program Manager, or Technology Delivery leadership responsibilities.
• Have real ownership of technology delivery rather than operating solely as a PMO coordinator.
• Help shape delivery practices as our Noida Global Delivery Center continues to scale.
• Work in an environment actively incorporating AI and automation into technology delivery.

# Hiring: Technical Project Manager (TPM)

*Location:* Bangalore  

*Experience:* 8–12 years in software delivery, including 4+ years as a Project Manager/Technical Project Manager  

*Qualification:* B.E./B.Tech/MCA  

*Travel:* Occasional client-site visits

### Job Description

We are looking for an experienced Technical Project Manager to manage end-to-end software delivery, lead Agile teams, coordinate with clients, and oversee production releases.

### Key Responsibilities

•⁠ ⁠Manage project scope, timelines, budgets, resources, and deliverables.

•⁠ ⁠Lead Agile/Scrum ceremonies, sprint planning, and backlog management.

•⁠ ⁠Handle client communication, project reporting, risks, and escalations.

•⁠ ⁠Manage production releases, deployments, CI/CD, and rollback plans.

•⁠ ⁠Lead cross-functional teams of 10–30 members across Development, QA, DevOps, and UI.

•⁠ ⁠Ensure quality standards, UAT, and timely project delivery.

### Mandatory Skills

•⁠ ⁠Strong experience in Agile, Scrum, Kanban, and client project delivery.

•⁠ ⁠Technical background in Development or QA.

•⁠ ⁠Hands-on experience with Jira, Confluence, or Azure DevOps.

•⁠ ⁠Knowledge of CI/CD, Git, SDLC, APIs, databases, and AWS/Azure basics.

•⁠ ⁠Experience managing production releases and cross-functional teams.

•⁠ ⁠Excellent communication, leadership, and stakeholder management skills.

### Good to Have

PMP, CSM/PSM, SAFe, or ITIL certifications; experience in cloud, AI, or data projects.

*Interested candidates:* Apply with your updated resume highlighting relevant project management, technical, and team leadership experience.

Implementation Engineer – Digital Evaluation System

Industry: EdTech / Higher Education

Experience: 3–8 Years

Location: Remote / Client Location (Travel as required)

Job Summary

We are looking for an Implementation Engineer to support the deployment and successful implementation of our Digital Evaluation System across universities and colleges. The role involves client coordination, system configuration, troubleshooting, training, and ensuring smooth implementation.

Key Responsibilities

Implement and configure the Digital Evaluation System for universities and colleges.

Coordinate with clients to understand their requirements and ensure successful deployment.

Support system integration, configuration, testing, and troubleshooting.

Conduct product demonstrations and training sessions for clients and users.

Monitor implementation progress and resolve technical issues within timelines.

Coordinate with internal Product, Development, and Support teams for issue resolution.

Prepare implementation documentation, reports, and user guides.

Travel to client locations for implementation, training, and support whenever required.

Requirements

3–8 years of experience in Software Implementation / ERP Implementation / Technical Support / EdTech.

Experience working with universities, colleges, or educational institutions will be preferred.

Good understanding of software implementation and troubleshooting.

Basic knowledge of databases/SQL and APIs will be an advantage.

Strong communication, coordination, and client-handling skills.

Willingness to travel as per business requirements.

Compensation

Salary will be discussed based on your previous/current salary, experience, and interview performance.

Preferred Candidates

Candidates with experience in Education ERP, Digital Evaluation/Assessment Systems, Examination Management Systems, or EdTech products will be preferred.

Forward Deployed Implementation Engineer

About the Role

We are looking for a Forward Deployed Implementation Engineer who can work closely with customers and internal teams to successfully implement and operationalize our product.

This is a customer-facing, execution-oriented role that sits at the intersection of Product, Engineering, Accounting, and Customer Operations.

You will own implementations from start to finish — understanding customer requirements, configuring the product, setting up workflows and integrations, troubleshooting issues, coordinating with Engineering/Product, and ensuring customers are successfully onboarded and operational.

This role is ideal for someone who enjoys solving real customer problems, working with data and systems, understanding accounting workflows, and getting things across the finish line.

What You’ll Do

• Own the end-to-end implementation of the product for new and existing customers.
• Understand customer business processes, accounting workflows, and operational requirements.
• Configure customer/entity setups, workflows, recipes, rules, and product features based on business requirements.
• Work with accounting and finance teams to understand their requirements and translate them into product configurations.
• Set up and validate integrations with systems such as accounting platforms, POS systems, banking platforms, and other third-party systems.
• Investigate implementation issues, data discrepancies, integration failures, and workflow problems.
• Work closely with Engineering and Product teams to troubleshoot issues and drive them to resolution.
• Clearly communicate customer requirements, implementation blockers, and product gaps to internal teams.
• Coordinate across multiple stakeholders and ensure implementation tasks are completed on time.
• Test configurations and integrations end-to-end before customer rollout.
• Perform data validation and reconciliation to ensure the system is producing accurate results.
• Support customer/accounting teams during onboarding and transition them successfully to the product.
• Create implementation documentation, playbooks, and repeatable processes.
• Identify recurring customer problems and work with Product/Engineering to improve the product and implementation process.
• Provide feedback from customer implementations to help shape product improvements.

What We’re Looking For

• 2–6 years of experience in implementation, solutions engineering, technical consulting, customer success engineering, business systems, or a similar role.
• Strong problem-solving and analytical skills.
• Comfortable working directly with customers and internal technical teams.
• Ability to understand complex business processes and translate them into system configurations.
• Strong understanding of data, workflows, integrations, and APIs.
• Good understanding of accounting/finance concepts and workflows is highly preferred.
• Comfortable working with spreadsheets and data; SQL knowledge is a strong plus.
• Ability to investigate issues independently and identify the root cause rather than simply escalating problems.
• Strong ownership mindset — you take a problem from "this is broken" to "this is solved."
• Excellent communication skills, both written and verbal.
• Comfortable working in a fast-moving environment where requirements can evolve.
• Ability to manage multiple customer implementations and prioritize effectively.

Good to Have

• Experience with accounting systems such as NetSuite, QuickBooks Online, or similar platforms.
• Experience working with POS systems such as Toast or similar platforms.
• Experience with banking/payment integrations.
• Experience working with REST APIs and integration troubleshooting.
• SQL/Postgres experience.
• Experience working with accounting data, reconciliations, journal entries, revenue, expenses, payouts, or financial reporting.
• Experience in SaaS implementation or B2B software.
• Experience working with Engineering/Product teams in a startup environment.

What This Role Is NOT

This is not a traditional software engineering role where your primary responsibility is writing application code.

You will work closely with Engineering, but your primary responsibility is to:

Understand → Configure → Implement → Validate → Troubleshoot → Deploy → Drive Adoption

You should be comfortable getting hands-on with the product, customer data, integrations, and workflows to solve problems.

Who Will Succeed in This Role?

You will do well if you are someone who:

• Enjoys solving ambiguous problems.
• Can speak comfortably with both customers and engineers.
• Is technically curious and can understand how systems and integrations work.
• Doesn't wait for someone else to solve a problem.
• Can dig into data to find what is actually happening.
• Is comfortable working with accounting/finance teams.
• Enjoys taking ownership of implementations.
• Can balance customer requirements with product capabilities.
• Is willing to get hands-on and figure things out rather than simply following a checklist.

Why Join Us?

You will have significant ownership over how customers successfully adopt the product.

You will work across customers, accounting teams, Product, and Engineering, giving you exposure to both business and technology.

This role is a great opportunity for someone who wants to grow into a Solutions Engineer, Implementation Lead, Product Specialist, or Forward Deployed Engineer while working on real-world customer problems.