Implementation Consultants

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 1, Day 14, 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.

• 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.

Required Experience

• Qualifications: Bachelor's degree in Accounting, Finance, Business Administration, or a related field and/or Active Tax Credential (Enrolled Agent or CPA)., 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. Proven track record leading 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, planning and mapping.

• Guiding the implementation and migration of ERP or mid-market financial systems.

• QuickBooks certification(s)

• Familiarity with B2B Customer Relationship Management (CRM) platforms, particularly Salesforce, and how they support business workflows.

Success Metrics

• Drive onboarding and software adoption milestones to completion within expected timeframes, maintaining high client responsiveness throughout the process.

• Achieve expected IES feature adoption rates.

• Minimize early-stage support cases.

• Improvement in customer tNPS and health scores.