JDA TSG · 5 hours ago
Implementation Consultant
United States
Full-time
Remote
Mid, Senior Level
$95K/yr - $95K/yr
3+ years expJDA TSG is a company that partners with clients to solve tough business problems. They are seeking an Implementation Consultant to drive customer adoption and ensure a seamless onboarding experience for their SaaS Financial Management product.
ConsultingInformation Technology
Hiring Manager
Swetha Valasa
Responsibilities
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
Qualification
Required
3–5+ years of experience required, with proven expertise in shepherding end-to-end QuickBooks Desktop (QBDT) to QuickBooks Online (QBO) migrations - Pre-Migration Assessment, Planning & Mapping, and Post-Migration Training, Support, and Adoption
Bookkeeping Expertise – Solid foundation in accounting principles and hands-on QuickBooks bookkeeping experience (transactions, reconciliations, reporting)
Mid-Market Engagement – Ability to work with growing mid-market businesses, understanding their evolving needs, and guiding them toward scalable solutions
Implementation Experience – Proven track record implementing software or process improvements (ideally accounting or finance systems); able to translate technical features into practical business outcomes
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
Natural Teacher – Skilled at coaching customers and colleagues, with a passion for helping others unlock the full potential of the product
Soft Skills & EQ – Strong communicator with empathy, patience, and emotional intelligence to build trust and foster long-term relationships
CRM/CEM Experience – Familiarity with Customer Experience Management platforms, particularly Salesforce, in a B2B context
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
Benefits
Healthcare - Comprehensive coverage for you and your family
Employee Assistance Program - Get support when you or your family need it with counseling and coaching
401K with company match
Paid time off
Paid parental leave
Volunteer Day Off
Life insurance - Protect your loved ones and their future
Business travel accident insurance
Company
JDA TSG
JDA TSG is a management consulting company specializing in program management & process re-engineering services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Alex Mortman
Chief Executive Officer
Company data provided by crunchbase