Implementation Consultant

Implementation Consultants (ICs) are proactive, client-facing adoption catalysts focused on driving customer adoption, accelerating time-to-value, and ensuring a seamless onboarding experience. Unlike configuration-only roles, this position is a business adoption driver, blending technical fluency with consultative skills to help customers realize business value quickly and consistently.

This role operates in an evolving, multi-faceted implementation environment supporting mid-market and high-value clients. Implementation Consultants are expected to work through real-world system constraints, phased feature readiness, and varying migration considerations, while maintaining customer trust, delivery momentum, and strong partner relationships. What You Will Do:

Core Responsibilities

• Lead end-to-end IES implementations, managing core accounting, payroll, and payments configurations. Support clients through setup, oversee (simple to complex) data migrations, and ensure seamless system integration.
• Lead onboarding and adoption playbooks, ensuring milestones are achieved (Day 7, Day 30, Day 60, and Day 90).
• Translate proprietary SaaS financial management features into tailored business value for each customer, customizing the onboarding journey to their specific context.
• Leverage IES tools, features, and reporting capabilities to maximize product adoption. Act as the primary technical point of contact to resolve customer queries and troubleshoot implementation blockers.
• Act as the primary adoption driver, while partnering with Customer Success Managers (CSMs) who quarterback the overall relationship.
• Provide proactive consultative touches-anticipating friction and resolving common setup challenges.
• Ensure KPI delivery: adoption, customer health, reduced support cases, and tNPS gains.

• Document, track, and escalate onboarding/migration issues, system defects, and functional gaps that impede successful onboarding or adoption to inform product and process improvements.

• Partner with Product, Support, and Leadership teams to conduct root cause analysis (RCA), prioritize recurring migration or system issues, and support high-risk or distressed implementations while preserving customer confidence and partner trust.
• Communicate transparently with customers regarding known limitations, delays, or workarounds, setting realistic expectations throughout the implementation lifecycle.

Do you have a valid Enrolled Agent license?, Do you have experience in Stakeholder management?, Do you have a Bachelor’s degree?, * Consultative Facilitation: Confident guiding customers through onboarding journeys, workshops, and playbooks.

• Business Acumen: Ability to link product capabilities to measurable client outcomes.
• Technical Grounding: Skilled enough to troubleshoot common setup and configuration issues.
• Influence & Collaboration: Works effectively with CSMs, support teams, and client stakeholders to drive adoption.
• Proactive Orientation: Anticipates obstacles and addresses them before they impact customer health.
• Adaptive Execution: Comfortable operating in newly launched or rapidly evolving programs with incomplete tooling, documentation, or processes.
• Ambiguity Management: Demonstrated ability to operate effectively amid shifting priorities, constrained timelines, and competing stakeholder needs.

Executive-Level Communication: Ability to think on your feet, set clear expectations, and engage confidently with mid-market business owners and senior stakeholders to drive alignment and positive outcomes.

Professional Presence & Influence: Maintaining internal and external written/verbal etiquette and managing in the gray during complex client interactions to drive positive outcomes. Who You Are, * Bachelor’s degree in Accounting, Finance, Business Administration, or a related field and/or Active Tax Credential (Enrolled Agent, CPA)

• 5+ years of experience required, with proven expertise in shepherding end-to-end QuickBooks Desktop (QBDT) to QuickBooks Online (QBO) migrations-including pre-migration assessment, planning and mapping, and post-migration training, support, and adoption. Experience with migrations from other accounting platforms and ERP systems is preferred.
• Bookkeeping Expertise - Solid foundation in accounting principles and hands-on QuickBooks bookkeeping experience (transactions, reconciliations, reporting), with at least 3 years of direct experience working with multi-entity companies required.
• Mid-Market Engagement - Ability to work with growing mid-market businesses, understanding their evolving needs, and guiding them toward scalable solutions.
• Implementation Experience - Proven track record implementing software or process improvements (ideally accounting or finance systems); able to translate technical features into practical business outcomes.
• Migration Mindset - Understands the challenges of desktop-to-online migrations, QBDT to QBO; sets realistic expectations about what will and won’t transfer; nimble in addressing roadblocks.
• Natural Teacher - Skilled at coaching customers and colleagues, with a passion for helping others unlock the full potential of the product.
• Soft Skills & EQ - Strong communicator with empathy, patience, and emotional intelligence to build trust and foster long-term relationships.
• CRM/CEM Experience - Familiarity with Customer Experience Management platforms, particularly Salesforce, in a B2B context.
• Proven track record leading customer adoption or change management initiatives.
• Background in consultative or facilitative customer roles (e.g., training, business analysis, solution consulting).
• Strong written and verbal communication skills; confident presenting to customer stakeholders.

Success Metrics

• Adoption and onboarding milestones achieved within expected timeframes.
• Increased adoption rate among pilot customers.
• Reduction in early-stage support cases.
• Improvement in customer tNPS and health scores.

3.63.6 out of 5 stars Remote $90,000 - $95,000 a year, Pulled from the full job description

• Paid parental leave
• Parental leave
• 401(k) matching
• Paid time off
• Life insurance
• Employee assistance program, * Employee Assistance Program - Get support when you or your family need it with counseling and coaching
• 401K with company match
• Paid time off
• Paid parental leave
• Volunteer Day Off
• Life insurance - Protect your loved ones and their future
• Business travel accident insurance

Posted Salary Range: USD $90,000.00 - USD $95,000.00 /Yr.

At JDA TSG, we equip many of the world’s major brands with top-tier specialized talent, business process expertise, and technologies to drive their organizations in exciting new directions. What makes us the partner of choice for the most experience-obsessed brands worldwide? We apply extensive due diligence up front to ensure that our teams and talent will be a cultural fit and can make a difference from the very start. And we’ve established a reputation for bringing exceptional focus, flexibility, and confidence with every client we serve.