Implementation Consultant - Path

Momentive

32d•Remote

About The Position

We are looking for an Implementation Consultant to join our Client Services team. You'll lead onboarding projects for new clients and deliver professional services consulting for existing ones. You combine the consultative instincts to guide an executive through a discovery session with the technical depth to configure a platform and validate that it works the way the client needs it to. This role sits at the intersection of project management, technical configuration, and client relationship-building. You will work across our association management and learning management platforms, helping organizations go live, adopt best practices, and get full value from their investment.

Requirements

2–4 years of experience in SaaS implementation, technical consulting, or software delivery.
Proven track record managing multiple concurrent implementation projects.
Comfort configuring SaaS platforms — navigating admin settings, workflow tools, and configuration options to match client requirements.
Experience supporting data imports and validating data accuracy prior to go-live.
Proficiency in Microsoft Excel for data analysis and validation.
Experience with project or development management tools such as Jira, Azure DevOps, or Trello.
Comfort using AI tools to improve day-to-day work — whether for drafting communications, researching solutions, or finding faster ways to get things done.
Clear, direct written and verbal communication — including the ability to explain technical concepts to non-technical audiences.
Strong project management instincts: you prioritize well, track details, and keep work moving.
Client-first mindset with genuine investment in client outcomes, not just on-time delivery.
Comfortable working independently while collaborating closely across cross-functional teams.
Proactive approach to process improvement: you look for patterns, document what works, and share it.

Nice To Haves

Experience with Association Management Software (AMS), Learning Management Software (LMS), or similar nonprofit or membership platforms preferred.
Bachelor's degree in Business, a technical field, or equivalent practical experience preferred.
Project management certification (PMP, PMI-ACP, or equivalent) is a plus.

Responsibilities

Own end-to-end onboarding projects from kickoff through go-live, managing scope, timelines, milestones, and risks throughout.
Set and maintain client expectations — communicating changes proactively, surfacing issues early, and keeping projects moving through shifting priorities.
Hold clients and internal stakeholders accountable to agreed timelines without damaging the relationship.
Navigate changing requirements while maintaining project momentum and delivering successful outcomes.
Conduct discovery to understand each client's business processes, then translate those requirements into platform configurations that fit how they actually work.
Configure application settings, workflows, and platform options to meet each client's functional and reporting needs.
Support data imports and validate data setup to ensure a clean, accurate go-live.
Define, execute, and document testing to confirm client requirements are met before cutover.
Troubleshoot and resolve configuration and system setup issues throughout the implementation lifecycle.
Help clients understand how to get the most from the platform by sharing best practices, recommending workflow approaches, and connecting their business processes to platform capabilities.
Act as the primary point of guidance throughout the implementation — answering questions, clarifying how features apply to their specific context, and helping teams feel ready at go-live.
Build trusted relationships with stakeholders at every level, from day-to-day administrators to executive leadership.
Serve as a trusted advisor: surface risks before they become problems, help clients make informed configuration decisions, and set them up for long-term success.
Collaborate across Client Success, Support, Sales, and Product to deliver clean handoffs and consistent client experiences.
Document client configurations, customizations, and key decisions so post-implementation transitions are smooth.
Help build and improve team assets — playbooks, templates, process guides — so our implementation practice gets more consistent and repeatable over time.
Share what you know: contribute to documentation, provide product feedback, and support teammates on the platforms and processes you know well.