Implementation Consultant

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 experienced-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. Title : Implementation Consultant

Salary:
$90,000
- $95,000 per year

Location:
Remote (US) Employment Type : Full-Time Position Summary 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 Lead end-to-end QuickBooks Desktop to 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. Who You Are 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. Adaptive Execution: Comfortable operating in newly launched or rapidly evolving programs with incomplete tooling, documentation, and processes. Ambiguity Management: Demonstrated ability to operate effectively amid shifting priorities, constrained timelines, and competing stakeholder needs. Required

Experience:

Qualifications:
Bachelor's degree in Accounting, Finance, Business Administration, or a related field and/or Active Tax Credential (Enrolled AgentorCPA)., Finance, Business Administration, or a related field and/or Active Tax Credential (Enrolled Agent, CPA) Implementations: 5+ years of consulting or software implementation experience, with a specialized focus on guiding clients through financial software transitions. Proventrack recordleading customer adoption or change management initiatives. Intuit Enterprise Suite: Experience and familiarity with Intuit Enterprise Suite (IES) configurations and system capabilities. QuickBooks: Expertise in QuickBooks Online, QuickBooks Payroll, and Payments. 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. 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. Professional Presence & Influence: Skilled at coaching customers and colleagues, with a passion for helping others unlock the full potential of the product. Background in consultative or facilitative customer roles (e.g., training, business analysis, solution consulting). Soft Skills & EQ – Strong communicator with empathy, patience, and emotional intelligence to build trust and foster long-term relationships. Strong written and verbal communication skills; confident presenting to diverse customer stakeholders. Preferred

experience:
QuickBooks Desktop (QBDT)
- including migration assessment, plann