Implementation Specialist, SylogistEd

We are seeking a highly qualified Implementation Specialist to join our growing SylogistEd Team! This role specializes in implementing finance functionality within the K–12 education sector and serves as a subject-matter expert on school district financial operations.

You will work closely with school business officials and district finance personnel to implement SylogistEd’s accounting and payroll solutions, ensuring accurate setup, smooth transitions, and long-term customer satisfaction. This position is remote; however, travel to a school district’s office may be required during certain implementation phases.

Implementation & Configuration

• Configure and implement the Finance, Accounts Payable, Treasurer, and Purchase Requisition modules within the SylogistEd K–12 accounting suite according to company standards and district requirements.

• Analyze district financial, purchasing, procurement, budgeting, approval workflows, and role/restriction structures to ensure proper system setup.

• Oversee financial data migration activities, including importing, validating, and reconciling district financial data.

• Perform financial testing with district personnel to confirm accuracy of general ledger balances, journal entries, and reports.

• Document business processes, configuration steps, and district-specific financial requirements.

Customer Training & Support

• Deliver end-user training for district finance administrators, staff, and business managers.

• Develop supporting materials such as guides, documentation, and recorded training sessions to promote user adoption.

Project Participation

• Collaborate with the Project Manager to define and execute project plans, milestones, and risk mitigation strategies.

• Participate in weekly status meetings and provide clear updates on progress and upcoming activities.

• Act as the primary contact for customer finance-related issues during implementation, including ticket tracking and cross-team troubleshooting.

• Contribute to project success criteria and ensure implementations are completed on time, within scope, and to customer satisfaction.

• Assist in testing and providing feedback on new product features prior to release.

Internal Collaboration

• Serve as an internal finance subject-matter expert, supporting team members with functional guidance.

• Partner with Product and Development teams on enhancement requests and validation of new finance functionality.

• Participate in post-project reviews to support continuous process improvement.

• Bachelor’s degree in Accounting, Business Administration, Human Resources, or related field; or a minimum of 3+ years of experience in a K–12 school district business office, preferably within the finance department.

• Strong understanding of finance concepts including general ledger, trial balance, journal entries, purchasing, payment processing, budgeting, and classification/coding restrictions.

• Proficiency in Microsoft Office and comfort navigating cloud-based applications.

• Strong communication, organizational, and problem-solving skills.

• Self-motivated, detail-oriented, and customer-focused.

• Ability to manage multiple projects simultaneously and meet deadlines.

• Ability to travel occasionally (typically under 25%).

• Experience with SylogistEd, SunPac, or similar K–12 accounting systems.

• Knowledge of state and federal reporting requirements for educational institutions.

• Experience delivering training or workshops to end users.