Project Lead - SaaS/ERP

- We are looking for an experienced Implementation Lead with deep expertise in financial workflows, R2R processes, and treasury operations to drive client onboarding and end-to-end implementations.

- The ideal candidate will bring a strong Commerce / MBA Finance background, proven project management experience, and technical skills in SQL and ETL to ensure seamless deployments for fintech and financial services clients.

Key Responsibilities:

- Lead end-to-end implementation projects for enterprise fintech clients

- Translate client requirements into detailed implementation plans and configure solutions accordingly.

- Write and optimize complex SQL queries for data analysis, validation, and integration

- Oversee ETL processes - extract, transform, and load financial data across systems

- Collaborate with cross-functional teams including Product, Engineering, and Support

- Ensure timely, high-quality delivery across multiple stakeholders and client touchpoints

- Document processes, client requirements, and integration flows in detail.

- Configure and deploy Bluecopa solutions for R2R, treasury, and reporting workflows.

Required Qualifications:

- Degree Commerce background / MBA Finance (mandatory).

- 3+ years of hands-on implementation/project management experience

- Proven experience delivering projects in Fintech, SaaS, or ERP environments

- Strong expertise in accounting principles, R2R (Record-to-Report), treasury, and financial workflows.

- Hands-on SQL experience, including the ability to write and debug complex queries (joins, CTEs, subqueries)

- Experience working with ETL pipelines or data migration processes

- Proficiency in tools like Jira, Confluence, Excel, and project tracking systems

- Strong communication and stakeholder management skills

- Ability to manage multiple projects simultaneously and drive client success