Lead Implementation Specialist, T&S

About the role

Perk (formerly TravelPerk) is the intelligent platform for travel and spend management. Built to tackle the time-consuming, manual work that gets in the way of real work, our tools automate everything from travel bookings to expenses, invoice processing, and more. By eliminating this shadow work that wastes hours, erodes morale, and saps innovation, we're on a mission to power real work, with real impact. We're trusted by more than 10,000 companies worldwide, including Wise, On Running, Breitling, and Fabletics, and we're tackling the 7 hours of lost productivity per employee each week, a $1.7 trillion problem . Founded in 2015, Perk has grown into a global company of more than 1,800 people across 12 offices globally, with headquarters in London and Boston. We combine innovation, control, and simplicity to transform how businesses work and how people feel at work. At Perk, we're driven by our values, like being an owner, delivering a 7-star experience, and working as one team. We value curiosity, purpose, and mindset, not just knowledge, to unlock the power in your potential. Our talent team brings together leading minds from the travel and SaaS industries, representing over 70 countries. If you're excited about having a real impact and shaping how millions of people experience work, we'd love you on the team. Visit www.perk.com to learn more. As a Lead Implementation Specialist - Travel & Spend , you'll own high-complexity onboarding projects for our SMB and Enterprise customers. You will work with Travel, Expense and Invoice Perk Products, leading projects that often involve ERP integrations . You'll be the driving force that keeps internal teams, customer stakeholders, and external partners aligned, ensuring smooth rollouts, rapid adoption, and successful go-lives. With your deep product knowledge, strong financial acumen, and understanding of ERP systems, you'll guide customers through sophisticated setups while acting as a trusted advisor . You'll lead by example, coaching team members and shaping a world-class

Responsibilities

• Own high-complexity projects with ERP integrations, ensuring structured delivery and successful adoption across Travel & Spend.
• Coordinate multiple stakeholder groups , including finance leaders, project managers, IT teams, and external consultants, keeping everyone aligned and focused on shared goals.
• Design advanced setups , including some complex customizations that require creative thinking and problem-solving
• Apply financial expertise to onboard Invoice modules, helping customers adopt policies, workflows, and processes with confidence.
• Understand ERP systems and finance tech (NetSuite, Dynamics BC, Dynamics F&O) - you won't need to code or troubleshoot, but an interest in these systems, their data flows, and their role in the customer journey is key.
• Coordinate internal and external technical teams to ensure integrations are delivered smoothly.
• Resolve escalations proactively , providing solution-oriented guidance when challenges arise.
• Mentor and guide more junior Implementation team members , sharing best practices, technical knowledge, and tips for successful onboarding.

Requirements

• 3-4+ years of experience in customer-facing roles , with at least 2 proven years in project management , ideally within implementation projects.
• Solid technical and/or Finance acumen either through education or working experience
• Strong communication and stakeholder alignment skills - you'll keep internal teams and customers coordinated toward a common goal: a successful onboarding.
• Highly organized , detail-oriented, and able to manage multiple moving parts without losing sight of quality.
• A true problem solving and team player attitude
• Bonus points for...
• Prior experience with self-serve or custom integrations (SSO, HRIS, SCIM, ERP, CRM) and a strong interest in ERP systems, finance, and the technology around them.
• Experience in consulting, finance, or direct customer onboarding/technical implementation
• Experience in Spend Management solution or ERP implementation
• English language working proficiency is a must, other languages are a strong plus!

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