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dynamics field services technical consultant
Kolleno
Implementation Manager
Kolleno
ABOUT KOLLENO Kolleno is a trusted FinOps platform that simplifies receivables, payments & reconciliation for CFOs and finance teams. We redefine the very essence of payments management for businesses, foreseeing traditional finance operations transforming into seamless experiences for everyone involved: CFOs, finance teams and clients. We empower finance teams to tackle their daily tasks effortlessly and businesses to free up resources to focus on higher-priority, growth-driving activities. Founded in 2020, Kolleno raised £4M (USD $5.4M) in seed funding from leading investors, including Eurazeo, Stride.VC, Allianz Trade and Hubspot, and currently services clients across North America, Europe and South Africa. As our activity surges and clientele grows, we're expanding our Customer Success team to nurture enduring client relationships. At Kolleno, we cultivate builder mindset, curiosity, humility, and teamwork. You'll be joining a diverse and dynamic team, where your potential knows no bounds, limited only by the expanse of your own ambitions. ABOUT THE ROLE We're looking for an Implementation Manager who thrives at the intersection of customer success, product, and engineering. We are B2B Fintech in Payments, helping enterprises improve their financial operations: Do you enjoy dissecting complex enterprise systems to figure out how they actually work? get a kick out of making clunky ERP setups play nicely with modern platforms? take pride in delivering onboarding experiences that just work? love bringing clarity to chaos in cross-functional environments? Are you a strong communicator who can speak both "engineering" and "CFO"? able to understand the big picture while diving into the technical details? comfortable leading onboarding projects from kickoff to delivery? someone who thrives in client-facing, solution-oriented roles? Here's what makes our work different We're not just building B2B software - we're transforming how enterprise finance teams manage cash flow and collections. Our enterprise clients rely on us to understand their technical environments, especially ERPs like NetSuite, SAP, and Microsoft Dynamics, and to help them integrate Kolleno seamlessly. You will be the technical bridge between our clients and product, ensuring each enterprise onboarding is tailored to how the customer actually works - not how they say they work. Your Role as Project Lead You'll be the owner and driver of multiple large-scale onboarding projects. You'll operate as a hands-on project manager, responsible for coordinating cross-functional teams, unblocking issues, keeping everyone aligned, documenting progress and most importantly, getting customers live as quickly and smoothly as possible. You'll be the central point of contact internally and externally, balancing technical detail with strategic oversight, and making sure every onboarding hits the mark. You'll join a team that values A customer-first approach. Deep understanding of customer systems and workflows Clear, honest communication (internally and externally) Consistent, high-quality onboarding delivery Long-term thinking, not duct-tape fixes Customer empathy with strong technical depth Your Day-to-Day Work closely with enterprise customers to understand their ERP setups (NetSuite, SAP, Microsoft Dynamics), billing and collections processes Gather and map technical requirements, including custom fields, data flows, and integration logic Own the technical implementation of Kolleno during onboarding Collaborate across Sales,Product, Engineering, and Customer Success to design tailored solutions Develop and deliver an internal/external onboarding progress tool to track outstanding tasks and milestones Act as the go-to expert for how Kolleno integrates with ERPs across the enterprise customer base Translate customer needs into actionable tasks and ensure smooth delivery of onboarding Assist with updating and maintaining detailed project plans and coordination of partner meetings, setting agendas, recording and distributing minutes Demonstrate strong project management capabilities by driving coordination of underlying implementation activities, including core application configurations, data ingestion setup, workflow configuration, and ongoing support. Participate in client-facing meetings and communications across various organizational levels, including executives, project leads, and operational teams Experience Required 6+ years in a Solutions Engineer, Implementation Specialist, Technical Consultant, or Business Analyst role Strong understanding of APIs, data mapping, and integration patterns Comfortable in client-facing situations, including with senior stakeholders Ability to interpret business requirements and translate them into technical specs Strong organisational skills and a bias toward action Bonus: Hands-on experience working with ERPs - especially NetSuite and SAP Bonus: experience building internal tools or project tracking systems Kolleno Benefits Work all of August remotely - escape the city, or just your commute Work the two weeks of Christmas and New Year's remotely Office-based Monday to Thursday, Fridays are flexible - your call Weekly treats and Gail's pastries on Mondays 20 days of annual leave + Bank Holidays per year Performance bonuses
Feb 01, 2026
Full time
ABOUT KOLLENO Kolleno is a trusted FinOps platform that simplifies receivables, payments & reconciliation for CFOs and finance teams. We redefine the very essence of payments management for businesses, foreseeing traditional finance operations transforming into seamless experiences for everyone involved: CFOs, finance teams and clients. We empower finance teams to tackle their daily tasks effortlessly and businesses to free up resources to focus on higher-priority, growth-driving activities. Founded in 2020, Kolleno raised £4M (USD $5.4M) in seed funding from leading investors, including Eurazeo, Stride.VC, Allianz Trade and Hubspot, and currently services clients across North America, Europe and South Africa. As our activity surges and clientele grows, we're expanding our Customer Success team to nurture enduring client relationships. At Kolleno, we cultivate builder mindset, curiosity, humility, and teamwork. You'll be joining a diverse and dynamic team, where your potential knows no bounds, limited only by the expanse of your own ambitions. ABOUT THE ROLE We're looking for an Implementation Manager who thrives at the intersection of customer success, product, and engineering. We are B2B Fintech in Payments, helping enterprises improve their financial operations: Do you enjoy dissecting complex enterprise systems to figure out how they actually work? get a kick out of making clunky ERP setups play nicely with modern platforms? take pride in delivering onboarding experiences that just work? love bringing clarity to chaos in cross-functional environments? Are you a strong communicator who can speak both "engineering" and "CFO"? able to understand the big picture while diving into the technical details? comfortable leading onboarding projects from kickoff to delivery? someone who thrives in client-facing, solution-oriented roles? Here's what makes our work different We're not just building B2B software - we're transforming how enterprise finance teams manage cash flow and collections. Our enterprise clients rely on us to understand their technical environments, especially ERPs like NetSuite, SAP, and Microsoft Dynamics, and to help them integrate Kolleno seamlessly. You will be the technical bridge between our clients and product, ensuring each enterprise onboarding is tailored to how the customer actually works - not how they say they work. Your Role as Project Lead You'll be the owner and driver of multiple large-scale onboarding projects. You'll operate as a hands-on project manager, responsible for coordinating cross-functional teams, unblocking issues, keeping everyone aligned, documenting progress and most importantly, getting customers live as quickly and smoothly as possible. You'll be the central point of contact internally and externally, balancing technical detail with strategic oversight, and making sure every onboarding hits the mark. You'll join a team that values A customer-first approach. Deep understanding of customer systems and workflows Clear, honest communication (internally and externally) Consistent, high-quality onboarding delivery Long-term thinking, not duct-tape fixes Customer empathy with strong technical depth Your Day-to-Day Work closely with enterprise customers to understand their ERP setups (NetSuite, SAP, Microsoft Dynamics), billing and collections processes Gather and map technical requirements, including custom fields, data flows, and integration logic Own the technical implementation of Kolleno during onboarding Collaborate across Sales,Product, Engineering, and Customer Success to design tailored solutions Develop and deliver an internal/external onboarding progress tool to track outstanding tasks and milestones Act as the go-to expert for how Kolleno integrates with ERPs across the enterprise customer base Translate customer needs into actionable tasks and ensure smooth delivery of onboarding Assist with updating and maintaining detailed project plans and coordination of partner meetings, setting agendas, recording and distributing minutes Demonstrate strong project management capabilities by driving coordination of underlying implementation activities, including core application configurations, data ingestion setup, workflow configuration, and ongoing support. Participate in client-facing meetings and communications across various organizational levels, including executives, project leads, and operational teams Experience Required 6+ years in a Solutions Engineer, Implementation Specialist, Technical Consultant, or Business Analyst role Strong understanding of APIs, data mapping, and integration patterns Comfortable in client-facing situations, including with senior stakeholders Ability to interpret business requirements and translate them into technical specs Strong organisational skills and a bias toward action Bonus: Hands-on experience working with ERPs - especially NetSuite and SAP Bonus: experience building internal tools or project tracking systems Kolleno Benefits Work all of August remotely - escape the city, or just your commute Work the two weeks of Christmas and New Year's remotely Office-based Monday to Thursday, Fridays are flexible - your call Weekly treats and Gail's pastries on Mondays 20 days of annual leave + Bank Holidays per year Performance bonuses
P3M Recruitment
IT Business Analyst Consultant
P3M Recruitment Woolston, Warrington
IT Business Analyst Consultant Location: Client sites within the Warrington/Cheshire area, with some flexibility for remote work depending on project/client needs Contract Type: Permanent, Full-time (5 days per week) Salary & Benefits: Competitive salary, profit share bonus, employee assistance programme, company pension scheme, and life assurance We are recruiting on behalf of one of our valued clients-a market-leading provider of IT Project Management Services-who are seeking an IT Business Analyst Consultant to join their dynamic team. The Role As an IT Business Analyst Consultant, you will play a pivotal role in delivering a variety of IT and digital transformation projects. Your responsibilities will include: Defining project scope, managing change, and challenging business requirements constructively Conducting requirements gathering, including "As Is" and "To Be" analysis Facilitating one-to-one interviews and workshops with customers Creating and maintaining process flow diagrams, business requirements, and project documentation Performing process and functional efficiency reviews and recommending improvements Defining and managing business and systems requirements Producing progress and health-check reports Supporting the design, testing, and implementation of new processes and systems About You You are a proactive and experienced IT Business Analyst Consultant with a strong track record of leading complex technical projects. You will bring: 5-6 years of experience in an IT-oriented environment, ideally in a service management or operations role within a technology-driven setting Hands-on expertise in Microsoft Dynamics 365, particularly in Customer Service or Field Service modules Familiarity with methodologies such as Agile, Lean, SDLC, and Kanban A deep understanding of the product development lifecycle Strong facilitation skills to drive collaboration in workshops and meetings Experience supporting product owners to ensure delivery aligns with organisational goals Excellent stakeholder management and relationship-building skills Additional Requirements You must be eligible to drive in the UK and have access to a vehicle You must already hold the right to work in the UK (our client is unable to offer visa sponsorship)
Jan 30, 2026
Full time
IT Business Analyst Consultant Location: Client sites within the Warrington/Cheshire area, with some flexibility for remote work depending on project/client needs Contract Type: Permanent, Full-time (5 days per week) Salary & Benefits: Competitive salary, profit share bonus, employee assistance programme, company pension scheme, and life assurance We are recruiting on behalf of one of our valued clients-a market-leading provider of IT Project Management Services-who are seeking an IT Business Analyst Consultant to join their dynamic team. The Role As an IT Business Analyst Consultant, you will play a pivotal role in delivering a variety of IT and digital transformation projects. Your responsibilities will include: Defining project scope, managing change, and challenging business requirements constructively Conducting requirements gathering, including "As Is" and "To Be" analysis Facilitating one-to-one interviews and workshops with customers Creating and maintaining process flow diagrams, business requirements, and project documentation Performing process and functional efficiency reviews and recommending improvements Defining and managing business and systems requirements Producing progress and health-check reports Supporting the design, testing, and implementation of new processes and systems About You You are a proactive and experienced IT Business Analyst Consultant with a strong track record of leading complex technical projects. You will bring: 5-6 years of experience in an IT-oriented environment, ideally in a service management or operations role within a technology-driven setting Hands-on expertise in Microsoft Dynamics 365, particularly in Customer Service or Field Service modules Familiarity with methodologies such as Agile, Lean, SDLC, and Kanban A deep understanding of the product development lifecycle Strong facilitation skills to drive collaboration in workshops and meetings Experience supporting product owners to ensure delivery aligns with organisational goals Excellent stakeholder management and relationship-building skills Additional Requirements You must be eligible to drive in the UK and have access to a vehicle You must already hold the right to work in the UK (our client is unable to offer visa sponsorship)

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