Project Manager

Posted Yesterday
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Coppell, TX, USA
Hybrid
Junior
Artificial Intelligence • Cloud • Fintech • Machine Learning • Software • Financial Services • Automation
All-in-One Solution, Yooz builds SaaS tools that help finance teams automate invoice processing.
The Role
Manage customer onboarding for Yooz AP automation: lead projects from pre-sale to go-live, configure applications and ERP integrations, scope technical data transfers, write specs and SOWs, collaborate with developers and partners, support post go-live and process improvements, and deliver trainings to drive adoption and ROI.
Summary Generated by Built In

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 implementation.

  • Skills: Excellent interpersonal, communication, and organizational skills; ability to deliver webinars; proven ability to multi-task and prioritize; Problem-Solving: Strong analytical, creative thinking, and problem-solving skills.

  • Bonus Skills: Scripting/development (JavaScript, Rest APIs, database structure).

  • Languages: Spanish, French are advantageous.

  • Tools: Familiarity with project and CRM tools (e.g., Wrike, Jira, Salesforce) is a plus

What you’ll get

🔒 Security from day one

  • Base salary + performance-based bonus

  • 401(k) with employer match

  • Health, dental, and vision coverage starting your first full month

  • Life insurance, short- and long-term disability

  • Paid parental and sick leave

🧘 Time to recharge

  • Generous paid time off + 11 paid holidays

  • Free monthly lunches, happy hours, and wellness classes

  • One paid day a year to volunteer (“Yooz Cares Day”)

🧠 Room to grow

  • Internal mobility: 40% of employees changed roles or were promoted last year

  • Company-wide performance trips (“Yooz Achievers Klub”)

  • Regular offsites, learning sessions, and cross-team events

🐶 Extras that make a difference

  • Pet insurance

  • Employee discount program

At Yooz, we believe in working with integrity, striving for excellence, and being driven by a shared, customer-centric ambition. We foster a culture of innovation and prioritize our people — empowering every team member to grow, connect, and make a meaningful impact.

We’re a dynamic, international team that thrives on startup energy — without the layers of big tech bureaucracy.

Diversity & inclusion

Yooz is an equal opportunity employer. We value diversity and create a welcoming environment for people of all backgrounds. If you need accommodations during the hiring process, just let us know — we’re happy to help.

📩 Ready to apply? Let’s talk.

Skills Required

  • 1+ years as a project manager with SaaS implementation, from pre-sale to go-live
  • Knowledge of Accounts Payable and ERP systems (Sage Intacct, QuickBooks Online, NetSuite)
  • Understanding of technologies and technical issues with SaaS implementation
  • Excellent interpersonal, communication, and organizational skills; ability to deliver webinars; multitask and prioritize
  • Preferred degree in Business, Computer Science, Engineering, or equivalent
  • Scripting/development (JavaScript, REST APIs, database structure)
  • Familiarity with project and CRM tools (Wrike, Jira, Salesforce)
  • Languages: Spanish or French

Yooz Compensation & Benefits Highlights

  • Healthcare Strength Healthcare coverage includes four medical plan options via BCBS of Texas, two dental options, EyeMed vision, an EAP, and pet insurance. These options indicate comprehensive health and wellness support.
  • Leave & Time Off Breadth Paid time off starts at 15 days with additional days by seniority, alongside 11 paid holidays, 4 paid sick days, FMLA eligibility, a paid volunteer day, and paid parental leave. This structure provides multiple avenues for rest, family needs, and community service.
  • Wellbeing & Lifestyle Benefits Day-to-day perks include monthly catered lunches, a DoorDash stipend, stocked snacks and drinks, wellness classes, team events, and company-wide performance trips. Remote staff are offered an annual trip to the Dallas office for community service and access to an employee discount program.

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The Company
HQ: Aimargues
470 Employees
Year Founded: 2010

What We Do

Yooz provides the smartest, most powerful, and easiest-to-use cloud-based E-invoicing and Purchase-to-Pay (P2P) automation solution. It delivers unmatched savings, speed, and security with affordable zero-risk subscriptions to more than 5,000 customers and 300,000 users worldwide.

Why Work With Us

At Yooz, we believe in working with integrity, striving for excellence, and being driven by a shared, customer-centric ambition. We foster a culture of innovation and prioritize our people — empowering every team member to grow, connect, and make a meaningful impact. We’re a dynamic, international team that thrives on startup energy.

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Yooz Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQAimargues
Coppell, TX
Learn more

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