Implementation Consultant

Title: Implementation Consultant

Salary: $95,000 per year

Location: Remote (US)

Employment Type: Full-Time

Position Summary

We have an immediate opportunity for Implementation Consultants (ICs) - Proactive, client-facing adoption catalysts focused on driving customer adoption, accelerating time-to-value, and ensuring 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.

Core Responsibilities

• Lead end-to-end QuickBooks Online (QBO) migrations, ensuring data integrity, smooth execution, and successful client adoption.
• Lead onboarding and adoption playbooks, ensuring milestones are achieved (Day 7, Day 30, Day 60).
• Translate proprietary SaaS based Financial Management product features into customer-specific business value, tailoring onboarding to context.
• 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.
• Contribute feedback from implementations to inform product and process improvements.

Key Competencies

• 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.

The experience you ll need to excel in the role:

• 3 5+ years of experience required, with proven expertise in QuickBooks Online (QBO) migrations - Pre-Migration Assessment, Planning & Mapping, Migration Execution, Validation & Testing, and Post-Migration Training, Support, and Adoption.
• 3 5+ years in SaaS onboarding, implementation, or customer success roles.
• 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 milestones achieved within expected timeframes.
• Increased adoption rate among pilot customers.
• Reduction in early-stage support cases.
• Improvement in customer tNPS and health scores.
• Strong qualitative feedback from both customers and CSM partners.