Technical Lead - Finance Solutions

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

2

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

5

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

6

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 (Note): CTC is inclusive of variable

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Preferred (Experience): Prior experience with customer onboarding

12

Preferred (Certification): PMP, CAPM, ITIL, or CSM.

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

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.

Roles & Responsibilities

Key Responsibilities

• Lead end-to-end implementation and delivery of software/technology products for enterprise customers.
• Own implementation projects from initial requirements gathering and planning through UAT, deployment, and customer go-live.
• Understand customer requirements and translate them into clear implementation plans, milestones, timelines, and deliverables.
• Act as the primary project/implementation point of contact for enterprise customers.
• Coordinate closely with Product, Engineering, Support, and other internal teams to resolve dependencies, issues, and implementation blockers.
• Manage project timelines, risks, dependencies, scope, and stakeholder expectations.
• Conduct regular project reviews and provide executive-level updates and reporting to customers and internal leadership.
• Engage directly with C-level executives, Directors, VPs, and other senior enterprise stakeholders.
• Build and maintain strong, strategic, long-term relationships with enterprise customers.
• Ensure successful UAT, deployment, adoption, and transition to the relevant post-go-live/customer success teams.
• Proactively identify risks and challenges and drive them to resolution.

Ideal Candidate

1Strong Technical Implementation manager profile with exposure to enterprise clients in B2B SaaS domain2Mandatory (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 clients3Mandatory (Experience 2) – Must have direct experience leading end-to-end software/tech product/tech project delivery4Mandatory (Experience 3) – Must have External / Client project implementation experience (Don't want internal project manager)5Mandatory (Experience 4) - Experience coordinating with Product, Engineering, and Support teams to ensure successful customer go-live.6Mandatory ( 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 relationships7Mandatory (Core Skills) – Strong communication, stakeholder management, and executive-level reporting capability8Mandatory (Company) -B2B SaaS Product companies9Mandatory (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.10Mandatory (Note 2) - We have 5 open positions of which 1 position is for Pune, and the rest 4 are for Bangalore/Gurgaon11Mandatory (Education): Engineering graduate12Mandatory (Note): Candidates who had been working earlier with Sprinklr or currently working with Sprinklr will not be considered

Interview Process

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.

10

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

11

Mandatory (Education): Engineering graduate

We are looking for a Senior SAP Consultant with a strong SAP FICO background and proven experience in end-to-end SAP implementations, migrations & transformation projects.

🔑 Key Skills:

✅ SAP FI/CO – GL, AP, AR, AA, CO-CCA, PCA, COPA, Product Costing

✅ S/4HANA Implementation / Migration

✅ Cross-module integration with MM, SD, PP

✅ End-to-end SAP Implementation experience

✅ Solution Design & Client Handling

✅ Pre-sales, Requirement Gathering & Solutioning

✅ Team Leadership & Mentoring

✅ Exposure to SAP Cloud / S/4HANA Cloud preferred

🎯 Ideal candidate: Someone who can go beyond FICO and take ownership of core SAP delivery, implementation leadership, and solutioning.

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.

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.

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.

We're Hiring: Functional Analyst (Financial Aid Systems)

Location: Remote | India

Type: Contract

We are hiring for a private equity client that acquires enterprise software companies and builds them into high-growth businesses using a proprietary operating model and AI-powered technology. This role sits in one of their higher-education software companies, which is investing in its delivery team.

What You Will Do

• Lead client demos, discovery, training, and validation sessions
• Gather and document requirements, business processes, and workflows
• Configure the software to match each client's future-state processes
• Troubleshoot issues and work with developers to resolve them quickly

What You Bring

• Bachelor's degree in business, information technology, or a related discipline
• 5+ years in financial aid or financial aid systems management
• Experience with system configuration, data conversion, and implementation projects
• Strong communication skills, comfort training groups, and proficiency in Word, Excel, PowerPoint, Project, SharePoint, Jira, and Confluence

If you know financial aid systems inside out, we'd love to hear from you.

Workday Certified will be preferred

Required Technical and Professional Expertise for Work Day – Finance consultant.

Must have acted as Lead on 2 or more Large Enterprise End to End Workday Financials Implementations, demonstrating hands-on design/solutioning, configuration and testing experience in as many of the following Spend (Financial , AP, AR and Integration with other Application) areas:

·        Supplier Accounts/Contracts, Procurement, Business Assets, Expenses and Inventory.

·        Experience of global / multi-country deployments with localisation requirements.

·        Be able to identify strategies, alternatives, approaches, risks, and mitigations to meet requirements, as well as assist in testing and resolving issues.

·        Experience of developing methodology and continuous improvements in delivery

·        Experience of assisting in pre-sales activities and ability to accurately estimate scope, effort and resources required to complete projects

Preferred Technical and Professional Experience

·        Experience in Financial accounting and procurement roles. Associated Professional accounting qualifications.

·        Experience in any other Workday Financials areas: FDM, Financial Accounting, Budgets, Reporting, Customer Accounts/Contracts, Projects/PSA, Banking, Taxes, Supplier Accounts/Contracts, Procurement, Business Assets, Expenses and Inventory.

·        2 or more Large Enterprise End to End experience in other ERP systems (SAP, Oracle, PeopleSoft etc)

·        Hands on Workday data conversion and/or report development experience.

Workday Finance - Functional

Workday Certified will be preferred

• Workday Financial Core, Financial Services Practical & Essentials or Workday P2P or Workday C2C
• Financial iload practical
• Record – Report Financial Reporting      
• Also, additional experience on Business Assets, Expenses
• Banking & Settlement, Financial Accounting
• AR, AP, General Ledger

Workday Finance – Expense Configuration

• Experience on Workday Finance and has worked with Expense Configuration/Expense Module

Primary Skillset: Workday Finance, P2P, R2R, C2C, Integration Module

Secondary Skillset: Financial Accounting, Budgets, Reporting, Customer Accounts/Contracts, Projects/PSA, Banking, Taxes, Supplier Accounts/Contracts, Procurement, Business Assets, Expenses and Inventory, Financial Core, Financial Services Practical & Essentials, Banking & Settlement, AR, AP, General Ledger, EIB, Core Connectors