Implementation Consultant - Path

Posted Yesterday
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Hiring Remotely in US
Remote
Mid level
Cloud • Software • Analytics
The Role
Lead end-to-end SaaS implementation projects from kickoff through go-live. Conduct discovery, configure workflows and platform settings, support data imports, validate requirements, troubleshoot issues, and manage testing. Guide client administrators and executives, communicate timelines and risks, build trusted relationships, and deliver training and best practices. Collaborate with Client Success, Support, Sales, and Product while improving implementation playbooks, documentation, and processes.
Summary Generated by Built In
Job Description

WHO WE ARE

Your members run lean. Your donors expect impact. Your staff is juggling a dozen systems to make it happen. At Momentive Software, we build the technology that makes that easier.


We are the leading software platform for nonprofits and associations, serving more than 37,000 mission-driven organizations for over 40 years. Our portfolio covers every core need: association management (MC Trade, NimbleAMS, YourMembership, WildApricot, and more), event management (A2Z Events), learning management (Path LMS), fundraising (GiveSmart), accounting (MIP Accounting), certification management, career centers, volunteer management, and community tools — connected through one ecosystem. MomentiveIQ, our AI layer, automates workflows, personalizes engagement, and surfaces insights across every product.


We're remote-first, inclusive by design, and serious about the work because our clients' missions are serious.


WHO WE NEED

We're 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.


WHO YOU ARE

You're an experienced implementation professional who learns new platforms quickly and explains them clearly — to a technical administrator and to an executive director in the same week. You manage competing priorities without dropping details, hold timelines without losing relationships, and push for quality without waiting to be asked.


You treat every client engagement as a consulting project: listen first, configure second, train third. You document what you build, share what you learn, and look for ways to make the next implementation better than the last.


HOW YOU WILL MAKE AN IMPACT

Lead Client Implementations

  • 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 and Deliver Solutions

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.

Guide and Enable Client Teams

  • 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.

Strengthen the Team

  • 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.

WHAT SUCCESS LOOKS LIKE

In Your First 90 Days

Days 1–30: Get grounded.

  • 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.

Days 31–60: Start executing.

  • 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.

Days 61–90: Build momentum.

  • 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.

At 6–12 Months

  • 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.

WHAT YOU BRING

Experience

  • 2–4 years of experience in SaaS implementation, technical consulting, or software delivery.
  • Proven track record managing multiple concurrent implementation projects.
  • 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.

Technical Skills

  • 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.

Professional Skills

  • 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.
  • Project management certification (PMP, PMI-ACP, or equivalent) is a plus.
About Us

Momentive Software amplifies the impact of over 20,000 purpose-driven organizations in over 30 countries, with over $11 billion raised and 55 million members served to date. Mission-driven nonprofits and associations rely on Momentive’s cloud-based software and services to address their most pressing challenges – from engaging their communities to simplifying operations and growing revenue. Designed to help organizations connect more, manage more, and ultimately expect more, Momentive's solutions are built with reliability at the core and strategically focus on fundraising, learning, events, careers, volunteering, accounting, and association management. Momentive partners with organizations that believe "good enough" is never enough – so they can bring on better outcomes for everyone they serve. Learn more at momentivesoftware.com.
 

Why Work Here?

At Momentive Software, we’re a team of passionate problem-solvers, innovators, and volunteers who believe in using technology to make a real difference. We dream big, support each other, and take pride in creating solutions that help our customers drive meaningful change. If you’re looking for a place where your work matters and your ideas are valued, you’ll find it here.

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
Momentive Software actively embraces diversity and equal opportunity in a meaningful way. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. The more inclusive we are, the better our work will be, which is why we do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
All persons hired will be required to verify identity, minimum age of 18, eligibility to work in the United States (without sponsorship), and to complete the required employment eligibility verification form upon hire.

Skills Required

  • 2-4 years of experience in SaaS implementation, technical consulting, or software delivery
  • Experience managing multiple concurrent implementation projects
  • Experience with Association Management Software, Learning Management Software, or similar nonprofit or membership platforms
  • Bachelor's degree in Business or a technical field, or equivalent practical experience
  • Ability to configure SaaS platforms, including administrative settings and workflow tools
  • Experience supporting data imports and validating data accuracy before go-live
  • Proficiency in Microsoft Excel for data analysis and validation
  • Experience with Jira, Azure DevOps, Trello, or similar project or development management tools
  • Comfort using AI tools to improve day-to-day work
  • Clear written and verbal communication, including explaining technical concepts to non-technical audiences
  • Strong project management, prioritization, organization, and client relationship skills
  • Ability to work independently and collaborate across cross-functional teams
  • Proactive process improvement and documentation skills
  • PMP, PMI-ACP, or equivalent project management certification

Momentive Software Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Momentive Software and has not been reviewed or approved by Momentive Software.

  • Leave & Time Off Breadth Generous PTO, paid holidays, paid parental leave, and paid volunteer time are offered; feedback suggests time off is a consistent bright spot. A remote‑first setup can make taking leave and managing schedules more practical.
  • Flexible Benefits Remote‑first options with remote and hybrid roles provide flexibility in work location and hours. Feedback suggests this flexibility helps offset middling cash compensation for some employees.
  • Wellbeing & Lifestyle Benefits Offerings include an Employee Assistance Program, HSA with employer contributions, and pet insurance. Feedback suggests these non‑cash elements contribute to overall package appeal despite tradeoffs elsewhere.

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The Company
HQ: Saint Petersburg, FL
820 Employees
Year Founded: 2017

What We Do

Momentive Software (formerly Community Brands) amplifies the impact of over 30,000 purpose-driven organizations globally. Mission–driven organizations and associations rely on the company’s cloud-based software and services to solve their most critical challenges: engage the people they serve, simplify operations, and grow revenue. Built with reliability at the core and strategically focused on events, careers, fundraising, financials, and operations, our solutions suite is bound by a common purpose to serve the organizations that make our communities a better place to live.

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