Implementation analyst Jobs in Oakland, CA

Overview

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

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.
• Communicate transparently with customers regarding known limitations, delays, or workarounds, setting realistic expectations throughout the implementation lifecycle.

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, 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.

What We Offer

About JDA TSG:

Since 2011, our mission has remained the same: to partner with clients to help solve the toughest problems facing their businesses. We have been successful by applying a dynamic and forward-facing approach to business process improvement, outsourced managed services, and best leveraging of technologies and talent solutions.

Our core values provide the framework that allows us to continually focus on what made us successful in the first place. Quite simply, our values inform everything that we do. We knew from day one that if we hired smart, passionate people and provided them meaningful yet challenging roles, we would thrive as an organization.

Benefits and Perks:

• 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

USD $90,000.00 - USD $95,000.00 /Yr.

We are an equal opportunity employer committed to building an inclusive workplace. To view our Equal Employment Opportunity (EEO) policy, please click here.

Qualifications

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, 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.

Responsibilities

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.
• Communicate transparently with customers regarding known limitations, delays, or workarounds, setting realistic expectations throughout the implementation lifecycle.