Job Title: Project Lead – Finance Implementer – Level 3
Location: Remote, US or Canada
Contract: Full-Time Permanent
About Us
Cyncly is a global technology powerhouse with 2,400+ employees and 70,000+ customers across 100+ countries. Cyncly transforms the way customizable products and spaces are imagined, designed, sold, managed and made. Our end-to-end software solutions connect professional designers, retailers and manufacturers to the world's largest repository of product content. Today, our business spans across the Kitchen & Bath, Furniture, Window, Glass & Door, and Flooring industries with operations in North & South America, Europe, Asia Pacific and Africa.
Cyncly brings over 30 years of experience to deliver more value for our customers through an expanded portfolio of end-to-end solutions. Our global presence allows us to provide world-class support and sales with a local touch, providing the best possible customer experience.
Cyncly is now embarking on an exciting journey as we continue to expand through strong organic growth and complementary acquisitions, backed by leading growth private equity firms specialized in technology.
AccessIT, Inc. a Cyncly company —the makers of contractERP a specialized ERP solution for companies in the construction supply industry.
Unlike most ERP solutions, contractERP® supports the unique business needs of contract or project selling.
Powered within Microsoft Dynamics 365 Business Central, a business software used by over 95,000 companies worldwide, contractERP® is the most comprehensive solution to run a business.
About the Role
The role is responsible for leading the training and implementation phase of client projects. This includes educating clients on the Finance components within contractERP and ensuring they are equipped to successfully adopt the system. The role requires analyzing client business needs and existing workflows to recommend optimal processes for completing transactions within the platform. Additionally, the position collaborates closely with internal teams to enhance implementation methodologies and support smooth, successful go‑live experiences for clients.
Key Responsibilities
Project Support & Coordination
- Assist with projects, tasks, and communications for implementations, re‑implementations, and system upgrades with a focus on Accounts Receivable, Accounts Payable, General accounting, and third-party financial integrations.
- Manage and assist internal and external project resources
- Maintain and assist with upkeep of the project task list
- Ensure project deliverables are completed on schedule
- Understand and assess client needs
- Analyze process bottlenecks and recommend solutions
- Identify and communicate opportunities for process improvement
- Identify gaps in contractERP workflows
- Document requirements for client-specific customizations
- Assume delegated portions of Operations responsibilities during implementations
Client Training & Implementation Execution
- Gather and analyze business requirements from finance stakeholders
- Train clients on full contractERP or Business Central process flows with a focus on financial transactions, configuration and management
- Develop and refine detailed homework and pilot test scripts for client use
- Assist clients throughout the pilot testing process
- Apply business knowledge to recommend industry best practices and configuration solutions
- Support teams and clients through cutover activities during go‑live
- Provide post–go‑live support to users during initial adoption
- Collaborate with internal AIT teams throughout implementation cycles
Internal Team Support
- Assist the support team with issue resolution as needed
- Provide internal support or training to other AIT team members when required
- Contribute to improving implementation processes, enhancing documentation, and producing updated training videos
New Functionality
- Learn and understand new functionality related to operations workflows
- Test new functionality and validate that it performs correctly
- Assist in updating training plans, documentation, and videos to incorporate new features
- Prepare to train clients on newly added functionality
Software Release Activities
- Assist with Quality Assurance testing for each software release
- Collaborate with the team to update documentation and videos associated with release changes
Required Skills and Experience
- Experience with Microsoft NAV/Business Central (BC) required
- Experience with contractERP (cERP) preferred
- 3+ years in ERP Consulting or Finance system with a strong understanding of:
- General Ledger (GL)
- Accounts Payable (AP)
- Accounts Receivable (AR)
- Inventory costing
- Fixed Assets
- Bank Reconciliation
- Intercompany transactions
- Knowledge of financial reporting and consolidations
- Familiarity with tax regulations (VAT/GST, regional compliance)
- Business Central MB800 Certification is preferred
- 2–5 years of experience in a senior financial role is preferred
- Professional accounting designation is preferred
- Strong Microsoft Excel skills
- Strong written and verbal communication skills
- Self‑motivated with the ability to work independently
- Confident in personal skills and decision‑making
- Strong professional presence
- Comfortable with public speaking and client-facing interactions
- Ability to manage multiple projects in a fast‑paced, rapidly changing environment
- Strong time‑management skills with the ability to meet deadlines
- Highly organized and detail-oriented
- Ability to travel as needed
Working for Us
At Cyncly, we call our team OneCyncly, a reflection of how we work together as one, united by our purpose: powering businesses that bring spaces to life. Our strength comes from our diversity of experiences, perspectives, and skills - and we thrive when we work together with openness, trust, and respect.
Here, you’ll join a group of colleagues who take ownership, solve problems, and focus on making an impact. We embrace curiosity, welcome new ideas, and see mistakes as opportunities to learn. You’ll have the freedom to work flexibly and autonomously, supported by teammates and leaders who are committed to your growth.
We celebrate the different ways people contribute and encourage everyone - from every background - to bring their authentic self to work. Because when we collaborate, challenge each other, and share what we know, we build something better together.
If you want to work in a place where your ideas matter, your growth is valued, and your work shapes the spaces people live, work, and play in - come join us.
In accordance with applicable pay transparency laws, we are committed to providing clear and equitable compensation information. For this remote position, the expected salary range is $100,000 - $120,000 USD, depending on location, experience, and qualifications. Candidates applying from jurisdictions with specific pay disclosure requirements (e.g., California, Colorado, New York, Washington, Illinois, British Columbia) will receive location-specific compensation details in compliance with local laws.
Equal Opportunity Employer Statement:
Cyncly is committed to equal opportunity and does not discriminate based on race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by law.
Applicants must be legally authorized to work in the country in which they are applying to work (United States or Canada). This role is not eligible for employer sponsorship now or in the future.
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