Technical Implementation Lead

This role is Hybrid: 3 days /Week onsite

TalentReach is partnering with a growing sustainable-infrastructure SaaS company to help them hire a Technical Implementation Lead---an early, high-impact role focused on rebuilding and scaling their customer delivery function. This person will own enterprise customer onboarding end-to-end, bring order to messy financial data flows, and create the playbooks and standards that become the foundation for a future implementation team.

WHAT YOU'LL DO

• Lead enterprise customer onboarding from kickoff through go-live, ensuring a consistent, repeatable implementation experience.
• Translate messy financial data (Excel, NetSuite, GL codes, portfolio data) into accurate, structured workflows within the platform.
• Build all implementation frameworks from scratch: documentation, standards, best practices, delivery checklists, and playbooks.
• Serve as the bridge between Customer Success, Product, Sales, and Engineering to streamline delivery and ensure product roadmap alignment.
• Own technical integrations across ERP, CRM, and financial systems, including NetSuite, Salesforce, and API-based data flows.
• Improve time-to-value and help the company scale upmarket by establishing a world-class, enterprise-ready implementation motion.
• Eventually grow and lead a small implementation team as the organization expands.

WHAT YOU'LL BRING

• 5+ years of enterprise B2B SaaS implementation experience.
• Strong experience with complex system integrations including ERPs (especially NetSuite), CRMs, and financial data pipelines.
• Ability to interpret and normalize financial data: GL codes, spreadsheets, portfolio data, transactional information.
• Demonstrated ability to build processes from scratch in high-growth or founder-led environments.
• History of working cross-functionally with CS, Product, and Engineering in a deeply collaborative model.
• Comfort being the first person in the function, building structure in ambiguity.
• Strong project management instincts and exceptional customer-facing communication skills.

BONUS QUALIFICATIONS

• Experience with financial institutions, banks, asset managers, or infrastructure/renewable energy customers.
• Background working with API-driven integrations, data mapping, and system architecture.
• Familiarity with Salesforce configuration and complex financial ERP workflows (NetSuite, Sage, QuickBooks).

TalentReach is committed to fostering an inclusive and equitable workplace. We welcome applicants of all identities and backgrounds and provide equal employment opportunities without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, age, disability, veteran status, or any other protected characteristic. We believe diversity strengthens our team and the communities we serve.