Puzzle
fintech
ImplementationManager
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Implementation Manager at Puzzle. Skills: Implementation, Accounting, Finance, Project management. Own the Full Implementation Lifecycle. Configure the Platform to Customer Needs”
Industry & Context.
Identify and Resolve Risks Early; Drive resolution quickly
Candidates should be currently residing in the U. S. or Canada
What They're Looking For.
Must Have
Accounting experience is required, A solid accounting or finance foundation, Sharp project management instincts, Clear, confident communicator, Comfortable with ambiguity, Intermediate Excel or Google Sheets skills, Bachelor’s degree in accounting, finance, or a related field
Nice to Have
Experience in an implementation, solutions, or customer success role, ASC 606 and SaaS revenue recognition knowledge, CPA or equivalent certification, Experience at a SaaS or fintech company, Familiarity with fintech integrations (Stripe, Ramp, Brex, Rippling, Salesforce, etc. )
What You'll Do.
Own the Full Implementation Lifecycle
Configure the Platform to Customer Needs
Manage Data Migration
Lead Testing and Go-Live Validation
Be the Primary Customer Contact
Identify and Resolve Risks Early
How You'll Work.
Team & Collaboration
Aligning stakeholders; Partner with Product and Engineering
Communication Scope
Clear, confident communicator; Work directly with senior stakeholders; Clear, consistent communication
Process & Methodology
Manage timelines, Juggling multiple workstreams, Keep timelines on track, Surface risks
Full Job Description
Puzzle is redefining how companies navigate their financials. We’ve built modern, AI-powered accounting software that empowers accounting firms and the founders they serve with real-time, comprehensive financial insights. Our platform drafts books in real time, integrates natively with Stripe, Ramp, Mercury, Brex, Gusto, and more, and delivers AI-powered analysis that goes far beyond traditional accounting systems. WHAT WE’RE LOOKING FOR As an Implementation Manager focused on Accounting Partnerships at Puzzle, you’ll own the end-to-end implementation experience for accounting firms and their clients. You’ll take customers from signed contract through a successful go-live, ensuring their financial workflows, data, and team are fully set up. This is a fully execution-focused role. You’ll manage the entire implementation lifecycle — kickoff, configuration, data migration, testing, go-live — while serving as the primary point of contact for customers throughout. Our firm partners are sophisticated; they expect someone who can speak fluently about accounting workflows from day one, not someone learning on the job. This is a great opportunity for someone who comes from an accounting or finance background and is excited to bring that expertise into a customer-facing, implementation-driven role at a fast-growing fintech startup. We’re open to hiring across a range of experience levels for this role — from strong mid-level candidates to seasoned Senior Implementation Managers. The right level will be determined based on your background and what you bring to the table. Accounting experience is required for this role. WHAT YOU’LL DO - Own the Full Implementation Lifecycle: Lead customer implementations from kickoff through go-live — managing timelines, aligning stakeholders, and ensuring every customer launches successfully on Puzzle. - Configure the Platform to Customer Needs: Translate each firm’s accounting workflows into Puzzle — chart of accounts setup, reporting structu
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