Project Manager

Company: Yooz

Location: Dallas, TX

Type: Full-time

Level: Senior

Posted: 2026-02-20

About this role

Yooz builds SaaS tools that help finance teams automate invoice processing. Our platform is used by 600,000+ users in over 50 countries.

We’re growing our U.S. team and looking for a Project Manager to help us scale smarter — with better reporting, cleaner data, and sharper processes.

What you’ll do

The Yooz Project Manager is a dynamic individual contributor who excels in ensuring seamless customer onboarding onto the Yooz AP automation platform. By deeply understanding customer requirements, guiding adoption, and establishing best practices, they consistently drive exceptional value and maximize return on investment.

  • **Customer Onboarding & Project Leadership**
  • Build Relationships: Align activities with customer business goals and ROI.
  • Manage Projects: Ensure projects meet schedule, cost, and quality goals.
  • Configure Applications: Set up workflows, budgets, YoozPay, and ERP integration
  • **Technical Scoping**
  • Lead Discussions: Handle data transfer scoping with customer IT teams.
  • Write Specifications: Create specs for custom scripts and reports.
  • Collaborate with Developers: Work with developers to find solutions.
  • **Pre-Sales & Partner Support**
  • Engage in Pre-Sales: Analyze needs and quote service days for complex customers.
  • Document Scoping: Write detailed scoping documents and SOWs.
  • Support Partners: Assist partners in adopting Yooz.
  • **Team Collaboration**
  • Contribute to Meetings: Share insights and suggestions in team meetings.
  • Assist Post Go-Live: Help with advanced support requests.
  • Improve Processes: Suggest and help implement process improvements.

What you’ll need

  • Preferred Degree: Business, Computer Science, Engineering, or equivalent.
  • Experience: 1+ years as a project manager with SaaS implementation, from pre-sale to go-live.
  • Knowledge: Accounts Payable and ERP systems (e.g., Sage Intacct, QuickBooks Online, NetSuite).
  • Technical Background: Understanding of technologies and technical issues with SaaS imple...

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