We are seeking an Implementation Consultant to lead customers through the successful implementation, configuration, and adoption of our software solutions. This individual will serve as the primary bridge between the customer’s business requirements and the technical solution, guiding projects from discovery and requirements gathering through configuration, testing, training, go-live, and post-launch support.
The ideal candidate combines strong business analysis, project coordination, technical aptitude, and customer-facing communication skills. They are comfortable working with both business and technical stakeholders, translating requirements into actionable solutions, troubleshooting issues, and keeping implementations moving toward successful delivery.
Key Responsibilities
Implementation & Delivery
- Manage customer implementations from kickoff through go-live and transition to ongoing support.
- Lead discovery sessions to understand customer business processes, workflows, requirements, and desired outcomes.
- Configure the software platform based on documented customer requirements and established best practices.
- Develop implementation plans, milestones, deliverables, and project timelines.
- Coordinate activities across customers, internal technical teams, product teams, and other stakeholders.
- Identify implementation risks, dependencies, and issues and drive them to resolution.
- Support data migration, system configuration, integrations, and validation activities.
- Coordinate and support User Acceptance Testing (UAT).
- Manage go-live readiness and provide post-implementation support as customers transition into production.
Business Analysis & Requirements
- Gather, analyze, and document functional and technical requirements.
- Translate customer business needs into system configurations, workflows, and technical requirements.
- Conduct process-mapping and gap-analysis sessions.
- Identify opportunities to improve customer processes through technology and automation.
- Create functional specifications, workflow documentation, configuration documentation, and implementation artifacts.
- Partner with Product and Engineering teams when customer requirements require technical development or product enhancements.
- Serve as a trusted advisor and primary implementation contact for customers.
- Lead customer meetings, status updates, requirements sessions, demonstrations, and training.
- Communicate project status, risks, decisions, and next steps clearly to both technical and non-technical audiences.
- Manage customer expectations regarding scope, timelines, responsibilities, and deliverables.
- Build strong relationships with business leaders, end users, IT teams, and executive stakeholders.
Technical & Integration Support
- Work with technical teams to support API, data, and third-party system integrations.
- Assist with data mapping, validation, imports, exports, and migration activities.
- Troubleshoot implementation and configuration issues and coordinate defect remediation.
- Understand system architecture and integration requirements sufficiently to communicate effectively between customers and engineering teams.
- Support testing and validation of integrations, workflows, and system functionality.
Training & Adoption
- Deliver customer training and system demonstrations.
- Develop implementation guides, process documentation, and training materials.
- Ensure customers are prepared operationally and technically for go-live.
Qualifications
- Bachelor’s degree in Business, Information Systems, Computer Science, Engineering, or a related field preferred.
- 3+ years of experience in software implementation, consulting, business analysis, professional services, SaaS delivery, or technical project management.
- Experience implementing enterprise or SaaS software solutions.
- Strong requirements-gathering and business-analysis skills.
- Experience working directly with external customers and managing multiple stakeholders.
- Understanding of software integrations, APIs, databases, and data migration concepts.
- Experience with implementation methodologies including discovery, configuration, testing/UAT, training, deployment, and go-live.
- Strong analytical and problem-solving skills.
- Excellent written and verbal communication skills.
- Ability to manage multiple customer implementations and competing priorities simultaneously.
Preferred Technical Skills
- SQL and relational database concepts
- REST APIs and system integrations
- Data mapping and migration
- SaaS/cloud applications
- CRM, ERP, financial, insurance, healthcare, or other enterprise software platforms