Enterprise PSA Implementation Lead

BigTime Software, Inc.; Chicago, Northern (IL, KY); Hybrid; USD 70,000 - 80,000; Full time

Job summary

BigTime Software, Inc. is seeking an Implementation Consultant, Enterprise PSA to guide large professional services firms through EPSA implementations from kickoff to first close.

You will own the project plan, coordinate with cross-functional teams, and ensure successful go-live while capturing client feedback and driving value. You will lead data migration, configuration, and reporting workstreams, align with client finance teams on GL mappings, and oversee post-implementation engagements such

Qualifications

• Experience owning data migration on enterprise implementations.
• Experience with PSA/ERP or professional services software.
• Experience leveraging AI tools to improve productivity, automate routine or repetitive work, and create more capacity to focus on higher-value, strategic activities.

Responsibilities

• Own the client relationship through implementation, partnering with the Account Executive and Relationship Manager on commercial and adoption questions.
• Identify the client’s core business drivers early, including margin visibility, accurate billing and revenue, utilization reporting, and reporting across entities.
• Build and maintain the implementation plan and timeline, and share an updated version with the client before every session.
• Identify at-risk implementations early, create an at-risk record, and build a recovery plan with the Manager, Enterprise Implementation Services.
• Close out each implementation once the client is stable and confident, and capture client sentiment through a satisfaction survey.
• Lead the accounting mapping work with the client’s controller or finance lead so that EPSA activity lands in the right accounts.
• Configure and validate the accounting integration, and confirm that balances in EPSA reconcile to the client’s general ledger.
• Guide the client through their first close, including billing, revenue recognition, and the handoff to accounting, and confirm the team can repeat the process independently.
• Set integration expectations before the SOW is signed rather than during testing, including where a client’s accounting system requires a file-based or API approach instead of a prebuilt connector.
• Own the end-to-end data migration, partnering with engineering when custom scripting or deeper technical work is required.
• Agree in writing on how much historical data comes across, and time-box it before the work begins.
• Configure and validate integrations with CRM, HR, and accounting systems, and treat any nonstandard integration as advisory until the technical requirements have been reviewed.
• Run the implementation as a project: scoped milestones, a documented timeline, named owners on both sides, and a defined path to go-live.
• Schedule and run working sessions at a cadence that holds momentum, adjusting scope and timeline transparently when the client’s needs change.
• Record sessions and follow every call with a written recap covering what was covered, what is next, and open items with owners and dates.
• Identify scope changes as they surface, quantify the hours honestly, and route them through the change order process rather than absorbing them.
• Track delivered hours against the SOW estimate and raise variance early.
• Escalate platform issues and enhancement requests that put an implementation at risk, and keep Services leadership informed of the impact.
• Deliver approved post-implementation engagements, including training, configuration assessments, reporting, and integration advisory.
• Work closely with Sales, Solutions Consulting, Customer Success, Product, and Support to keep the client’s experience consistent end-to-end.
• Flag areas of concern before an implementation kicks off by consulting with Sales and Solutions Consulting on anything that may require nonstandard configuration.
• Feed recurring configuration gaps and integration friction back to Product with specifics.
• Maintain accurate, current notes in Salesforce for every engagement, including the implementation plan, timeline, and key decisions.
• Keep engagement status, at-risk flags, and PS opportunity fields current so leadership has visibility into pipeline and delivery health.
• Produce client-facing deliverables, including scoping documents, statements of work, configuration summaries, and go-live readiness assessments, in alignment with BigTime documentation and brand standards.

Skills

Data migration ownership

PSA/ERP experience

AI tools usage

Project management

Client-facing communication

Tools

Power BI

Sage Intacct

NetSuite

QuickBooks

Great Plains

Job description

BigTime Software, Inc. is seeking an Implementation Consultant, Enterprise PSA to guide large professional services firms through EPSA implementations from kickoff to first close.

You will own the project plan, coordinate with cross-functional teams, and ensure successful go-live while capturing client feedback and driving value. You will lead data migration, configuration, and reporting workstreams, align with client finance teams on GL mappings, and oversee post-implementation engagements such