Implementation Consultant

Posted An Hour Ago
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Chicago, IL, USA
Hybrid
70K-80K Annually
Mid level
Productivity • Professional Services • Sales • Software • Consulting
The AI-powered Professional Services platform enabling intelligent decisions and delivering profitable growth.
The Role
Lead enterprise PSA implementations from kickoff through go-live and the client's first financial close. Own project plans, configuration, data migration, integrations, accounting mapping, reporting, risk management, scope changes, and client communications. Guide finance and delivery teams through billing, revenue recognition, utilization reporting, and reconciliation. Deliver post-implementation training, assessments, reporting, and integration advisory while collaborating with Sales, Product, Support, Engineering, and Customer Success.
Summary Generated by Built In
Who We Are

BigTime is the AI-powered professional services platform enabling intelligent decisions and delivering profitable growth. We've proudly been featured on Inc.'s 500 Fastest Growing Companies in America four years in a row and named one of Crain's Best Places to Work three years running.

Our flagship SaaS platform powers 2,800+ consulting firms worldwide, tracking over $4B in billable time each year. We're on a mission to become the leading AI-driven platform guiding professional services organizations to excel in delivery, resource, and financial management.

Position Summary

The Implementation Consultant, Enterprise PSA leads clients through a successful BigTime Enterprise PSA (EPSA) implementation, from kickoff through go-live and their first financial close. This role manages the implementation project, guides clients through configuration and best practices, and makes sure their teams are ready to run EPSA in day-to-day operations.

EPSA clients are larger professional services firms, and their finance teams depend on the platform for project accounting and reporting as much as their delivery teams depend on it for projects and resourcing. Success in this role requires strong project management, consultative problem solving, and enough comfort with professional services finance to work directly with a client’s finance team.

Beyond implementation, the Implementation Consultant delivers additional Professional Services engagements as client needs evolve, including configuration assessments, training, reporting work, and integration support.

Key ResponsibilitiesImplementation Ownership

    Own the client relationship through implementation, partnering with the Account Executive and Relationship Manager on commercial and adoption questions.

    Identify the client’s core business drivers early, including margin visibility, accurate billing and revenue, utilization reporting, and reporting across entities, and use them as the throughline for kickoff, working sessions, recaps, and closeout. 

    Build and maintain the implementation plan and timeline, and share an updated version with the client before every session.

    Identify at-risk implementations early, create an at-risk record, and build a recovery plan with the Manager, Enterprise Implementation Services.

    Close out each implementation once the client is stable and confident, and capture client sentiment through a satisfaction survey.

Solution Design & Configuration

    Translate the client’s contracts, billing practices, and delivery model into an EPSA configuration that reports correctly and holds up as the business grows.

    Configure contract and billing structures, including time and materials, fixed fee, and not-to-exceed arrangements, along with the revenue recognition treatment for each.

    Set up the client’s organizational structure, including legal entities, business units, and currencies, and configure reporting that rolls up across the organization. 

    Configure resource management, utilization reporting, approval workflows, and user access to match how the client actually operates.

  Configure to best practices within BigTime 

Finance & Accounting Workstream

    Lead the accounting mapping work with the client’s controller or finance lead so that EPSA activity lands in the right accounts.

    Configure and validate the accounting integration, and confirm that balances in EPSA reconcile to the client’s general ledger.

  Guide the client through their first close, including billing, revenue recognition, and the handoff to accounting, and confirm the team can repeat the process independently. 

    Set integration expectations before the SOW is signed rather than during testing, including where a client’s accounting system requires a file-based or API approach instead of a prebuilt connector.

Data Migration & Integrations

    Own the end-to-end data migration, partnering with engineering when custom scripting or deeper technical work is required.

    Agree in writing on how much historical data comes across, and time-box it before the work begins.

    Configure and validate integrations with CRM, HR, and accounting systems, and treat any nonstandard integration as advisory until the technical requirements have been reviewed.

Project Management & Delivery

    Run the implementation as a project: scoped milestones, a documented timeline, named owners on both sides, and a defined path to go-live.

    Schedule and run working sessions at a cadence that holds momentum, adjusting scope and timeline transparently when the client’s needs change.

    Record sessions and follow every call with a written recap covering what was covered, what is next, and open items with owners and dates.

    Identify scope changes as they surface, quantify the hours honestly, and route them through the change order process rather than absorbing them.

    Track delivered hours against the SOW estimate and raise variance early.

    Escalate platform issues and enhancement requests that put an implementation at risk, and keep Services leadership informed of the impact.

    Deliver approved post-implementation engagements, including training, configuration assessments, reporting, and integration advisory.

Cross-Functional Collaboration

    Work closely with Sales, Solutions Consulting, Customer Success, Product, and Support to keep the client’s experience consistent end-to-end.

    Flag areas of concern before an implementation kicks off by consulting with Sales and Solutions Consulting on anything that may require nonstandard configuration.

    Feed recurring configuration gaps and integration friction back to Product with specifics.

Documentation & Reporting

    Maintain accurate, current notes in Salesforce for every engagement, including the implementation plan, timeline, and key decisions.

    Keep engagement status, at-risk flags, and PS opportunity fields current so leadership has visibility into pipeline and delivery health.

  Produce client-facing deliverables, including scoping documents, statements of work, configuration summaries, and go-live readiness assessments, in alignment with BigTime documentation and brand standards. 

Required Qualifications & SkillsExperience

    Experience owning data migration on enterprise implementations.

    Working knowledge of how professional services firms make money: utilization, bill rates and cost rates, margin, backlog, and forecasting. Prior experience working at a PSA, ERP, or professional services software company, or within a project management or finance function at a consulting, IT services, or engineering firm.

  Experience leveraging Artificial Intelligence (AI) tools to improve productivity, automate routine or repetitive work, and create more capacity to focus on higher-value, strategic activities. 

Project Management

    Demonstrated ability to manage multiple concurrent client engagements against defined timelines and milestones.

    Comfort building and maintaining project plans, status reporting, and risk logs without heavy oversight.

    Ability to translate a client’s legacy workflow into a configuration that reflects best practice, not a like-for-like copy.

Technical Skills

    Strong data skills in Excel, including pivot tables, lookups, and preparing and reconciling large data sets.

    Comfort with data imports, field mapping, and troubleshooting failed loads.

    Ability to read integration requirements well enough to know when to escalate rather than commit.

    Report building against a PSA or business intelligence data model. Power BI experience is a plus.

Client-Facing Skills

    Confident, consultative communication; able to lead a room of client stakeholders, including project leadership, finance, and the executive sponsor, through a working session or a difficult conversation. 

    Strong written communication for recaps, design documents, and internal Salesforce documentation.

    Judgment to identify at-risk clients early and escalate before a relationship is in jeopardy.

    Willingness to say no to a configuration that will not hold up, and to explain why in terms the client cares about.

Preferred Experience

    Hands-on Projector PSA experience. BigTime Enterprise PSA is built on the Projector PSA platform. Candidates with hands-on experience implementing, administering, or consulting on Projector PSA will be strongly preferred. Relevant experience may include contract and project configuration, revenue recognition, utilization and financial reporting, data migration, and accounting integrations. 

    Experience with accounting system integrations such as Sage Intacct, NetSuite, QuickBooks, or Great Plains, and familiarity with the monthly close process.

    Experience with Salesforce, including how opportunities become projects and how CRM data flows into a delivery system.

    Experience supporting clients that operate across multiple legal entities, currencies, or countries.

    Experience delivering both implementation and post-implementation engagements, including assessment, training, or custom work.

 Three or more years implementing, administering, or consulting on a PSA, ERP, or project accounting platform.

    Working knowledge of how professional services firms make money: utilization, bill rates and cost rates, margin, backlog, and forecasting.

    Comfort discussing billing and revenue with a client’s finance team without needing a finance resource in the room.

What Success Looks Like

Measures of Success in the First Year

Clients complete their first financial close independently, including billing, revenue recognition, and reporting that ties back to their accounting system, before the implementation is closed out 

Implementations land within the hours scoped in the SOW, with changes identified early and handled through change orders.

Clients reach production time and expense entry on the schedule agreed in the SOW, though a stable, retained client always outweighs a strict date.

Configuration decisions are documented well enough that Support, Relationship Manager, and the next consultant can pick up the account without repeating discovery.

Clients transition smoothly to Relationship Managers and Support, and return to Services for future assessment, training, or custom work.


The expected salary for this position ranges from $70,000 to $80,000 annually. The actual salary will be determined on an individualized basis, taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation such as bonuses.

Applicants must be authorized to work in the U.S. BigTime Software, Inc. is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law. Your Right to Work: in compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. We are unable to sponsor or take over sponsorship of an employment Visa or STEM OPT at this time. 

Skills Required

  • Experience owning data migration on enterprise implementations
  • Working knowledge of professional services economics, including utilization, bill rates, cost rates, margin, backlog, and forecasting
  • Experience with a PSA, ERP, professional services software company, or project management or finance function in a professional services firm
  • Experience using artificial intelligence tools to improve productivity and automate routine work
  • Ability to manage multiple concurrent client engagements against defined timelines and milestones
  • Ability to build and maintain project plans, status reports, and risk logs independently
  • Ability to translate legacy client workflows into best-practice configurations
  • Strong Excel skills, including pivot tables, lookups, and large-data preparation and reconciliation
  • Comfort with data imports, field mapping, and troubleshooting failed loads
  • Ability to interpret integration requirements and identify when escalation is necessary
  • Experience building reports against a PSA or business intelligence data model
  • Confident consultative communication with project, finance, and executive stakeholders
  • Strong written communication for recaps, design documents, and Salesforce documentation
  • Ability to identify at-risk clients early and escalate appropriately
  • Ability to reject unsustainable configurations and explain the rationale to clients
  • Three or more years implementing, administering, or consulting on a PSA, ERP, or project accounting platform
  • Hands-on Projector PSA implementation, administration, or consulting experience
  • Experience with Sage Intacct, NetSuite, QuickBooks, or Microsoft Dynamics GP integrations
  • Familiarity with the monthly financial close process
  • Salesforce experience and understanding of CRM-to-delivery-system data flows
  • Experience supporting organizations with multiple legal entities, currencies, or countries
  • Experience delivering implementation and post-implementation services, including assessment, training, or custom work
  • Authorization to work in the United States without employer visa sponsorship

What the Team is Saying

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BigTime Software, Inc. Compensation & Benefits Highlights

  • Healthcare Strength Company-paid medical, dental, and vision are prominently listed, and feedback suggests core health coverage is a strong point. Wellness benefits, mental health resources, and fitness perks further reinforce the healthcare offering.
  • Leave & Time Off Breadth Generous time off and paid holidays are repeatedly highlighted, including flexible time off policies and dedicated “Refresh Days.” Hybrid/flexible work and paid volunteer time complement the broader time-away package.
  • Parental & Family Support Paid parental leave, family medical leave, and a post‑parental return‑to‑work program are emphasized, with an onsite Mother’s Room noted. Family‑friendly practices surface across multiple listings, indicating consistent support for caregivers.

BigTime Software, Inc. Insights

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The Company
HQ: Chicago, Illinois
175 Employees
Year Founded: 2002

What We Do

Leading a successful professional service firm is an art. Running a profitable firm is a business. We understand this because our founder ran an IT Consulting firm for over 15 years. He grappled with the same challenges that professional service firm owners face today. How do I know what my employees are working on? How can I connect time and expenses to clients or projects for billing? What resources do I have available? How can I see relevant reports on the firm’s performance? The list goes on. The problems our founder faced drove the development of an AI-powered professional services automation platform specific to the needs of operational and financial leaders in professional services firms. We know that time tracking is more than timesheets. Time is information. We connect time with every part of your firm’s workflow so that all of the data you’ve collected with BigTime is the basis for metrics-driven reporting that informs your decisions. We live by our founder’s purpose - to help professional service firms combine the art of leadership with the business of being profitable.

Why Work With Us

At BigTime, we foster a culture that values and listens to what employees have to say. We are a high growth company where each employee has the ability to make an impact and develop personally and professionally and grow from within.

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BigTime Software, Inc. Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQChicago, Illinois
Company Office Image
HQTempe, AZ
Boston, MA
Wrocław, PL
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