Implementation Consultant - Path

Summary

Momentive Software provides cloud-based technology solutions for nonprofits and associations, including association management, learning management, fundraising, and related operational platforms. The Implementation Consultant leads end-to-end client onboarding and professional services engagements, configuring platforms, validating data, managing project timelines, guiding client teams, and improving implementation processes.

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
• 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
• Complete onboarding on our platforms, internal systems, and implementation methodology
• Shadow active client implementations to understand how we run projects end to end
• Establish working relationships with cross-functional partners in Client Success, Support, and Product
• Take ownership of straightforward implementation projects with support from the team
• Begin managing client communications, configuration tasks, and project milestones independently on simpler engagements
• Demonstrate proficiency in core platform configuration workflows and data setup processes
• Carry a small active portfolio with increasing independence across project types
• Identify at least one area where you can contribute to improving how the team works
• Independently manage a full client portfolio from kickoff through go-live
• Consistently meet or exceed client satisfaction (CSAT) targets at implementation close
• Deliver implementations on or ahead of contracted timelines
• Identify and resolve implementation risks before they escalate to client-impacting issues
• Contribute at least one improvement to an existing team asset — a playbook, template, or process guide — that makes future implementations smoother

Skills

• 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
• 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

Qualifications

Must Haves

• 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

Benefits

• Medical, Dental & Vision Benefits
• 401(k) Savings Plan with Company Match
• Flexible Planned Paid Time Off
• Generous Sick Leave
• Inclusive & Welcoming Environment
• Purpose-Driven Culture
• Work-Life Balance
• Commitment to Community Involvement
• Employer-Paid Parental Leave
• Employer-Paid Short-Term Disability
• Remote Work Flexibility