> Markdown version of [/jobs/ext/463253-implementation-consultant](https://www.wearedevelopers.com/jobs/ext/463253-implementation-consultant). Every page supports `.md` or `Accept: text/markdown`. Links point to the HTML versions so they work for humans too. Agent guide: [/agents.md](https://www.wearedevelopers.com/agents.md). --- # Implementation Consultant - **Company:** JDA TSG - **Location:** United States (Remote available) - **Experience:** Experienced - **Salary:** $90,000.0 - $95,000.0 - **Contract:** Permanent contract - **Skills:** Software as a Service, QuickBooks (Software), Salesforce.Com, Systems Integration - **Published:** June 4, 2026 - **Apply:** https://www.indeed.com/viewjob?jk=1210ef6d08fe1174 ## About the Role 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. ## Description 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. ## Related Videos - [Beyond the Hype: Building Trustworthy and Reliable LLM Applications with Guardrails](https://www.wearedevelopers.com/videos/1594-beyond-the-hype-building-trustworthy-and-reliable-llm-applications-with-guardrails) - [AI Agents & Agentic AI](https://www.wearedevelopers.com/videos/2017-ai-agents-agentic-ai) - [A Developer's Framework for Any Tool Migration](https://www.wearedevelopers.com/videos/2035-a-developer-s-framework-for-any-tool-migration) - [Fleet Management - Reinvented](https://www.wearedevelopers.com/videos/473-fleet-management-reinvented) - [Physical AI: The Era of Intelligent Machines](https://www.wearedevelopers.com/videos/100141-physical-ai-the-era-of-intelligent-machines) - [Developers don't need onboarding, do they? The balance between corporate culture and day-to-day project work.](https://www.wearedevelopers.com/videos/1063-developers-don-t-need-onboarding-do-they-the-balance-between-corporate-culture-and-day-to-day-project-work) ## Related Articles - [What Are The Top Skills Required For Azure Developers?](https://www.wearedevelopers.com/magazine/77-what-are-the-top-skills-required-for-azure-developers) - [Tips on mastering remote job interviews](https://www.wearedevelopers.com/magazine/23-tips-on-mastering-remote-job-interviews) - [Promotion Interview Questions: How to Answer and Get the Job](https://www.wearedevelopers.com/magazine/413-promotion-interview-questions-how-to-answer-and-get-the-job) - [How to Write a CV and Interview if You Don't Fully Qualify For The Job](https://www.wearedevelopers.com/magazine/183-how-to-write-a-cv-and-interview-if-you-don-t-fully-qualify-for-the-job) - [5 Step Guide to Managing New Job Expectations](https://www.wearedevelopers.com/magazine/343-5-step-guide-to-managing-new-job-expectations) - [Events like RSAC Get You CISOs. Developers Decide What Actually Gets Deployed.](https://www.wearedevelopers.com/magazine/693-events-like-rsac-get-you-cisos-developers-decide-what-actually-gets-deployed)