Implementation Consultant Job Description (Responsibilities, Skills, Duties & Sample Template)

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If you’ve Googled “Implementation Consultant job description,” you’ve probably noticed the same problem—every article looks almost identical. Bullet points. Generic skills. A vague list of duties copied from somewhere else. The issue? Those cookie-cutter templates don’t actually help you attract great candidates.

Top Implementation Consultants aren’t looking for just another role. They want to know what they’ll really be doing, who they’ll work with, and why the role matters to your business. A lifeless post filled with jargon won’t get their attention—it will get ignored.

Before we dive in, I recommend checking out our full guide on how to write a job post that attracts top talent , Link https://workscreen.io/how-to-write-a-job-post/  . It breaks down why generic job posts fail and shows you how to create ones that truly connect with top talent.

But in this article, we’ll go deeper into the Implementation Consultant role—what it really is, what makes a great job description, and provide you with ready-to-use templates (both for experienced hires and entry-level candidates you can train).

By the end, you’ll have everything you need to write a job post that inspires, connects, and attracts the right Implementation Consultants—not just anyone scrolling through job boards.

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What an Implementation Consultant Actually Does

At its core, an Implementation Consultant is the bridge between your product and your customer’s success. Their job isn’t just about “setting up software” or “configuring systems.” It’s about guiding clients through change, solving problems in real time, and making sure the solutions you provide actually stick.

A strong Implementation Consultant wears many hats:

  • Project manager — keeping timelines on track and making sure deliverables don’t slip.

  • Trainer & guide — helping clients’ teams learn how to use the product in a way that fits their workflows.

  • Problem-solver — addressing challenges, finding creative workarounds, and ensuring adoption doesn’t stall.

  • Trusted partner — representing your company with professionalism and empathy, building confidence that the client made the right choice.

That’s why this role is so critical. Implementation Consultants aren’t just “back-end setup people.” They’re the human side of technology adoption. They ensure your clients don’t just buy your solution—they actually succeed with it.

Two Great Implementation Consultant Job Description Templates

We’ll provide two tailored job description options:

1.✅ Option 1: For employers looking to hire an experienced candidates with prior experience.

2.Option 2: For employers open to hiring entry-level candidates or those willing to train someone with potential.

✅ Version 1: Job Description for Experienced Implementation Consultant

Job Title: Implementation Consultant — Drive Client Success at Pivotly
 💼 Location: Remote (HQ: Austin, TX)
 🕒 Type: Full-Time
 💰 Salary Range: [$85,000 – $110,000 base + bonus]

🎥 A quick message from our hiring manager: [Insert Loom/YouTube link]

Who We Are

Pivotly is a Professional Services Automation (PSA) platform used by fast-growing agencies and consultancies to plan resources, track time, and bill clients with fewer headaches. 700+ teams use Pivotly to replace spreadsheets, reduce revenue leak, and get a real-time view of utilization and margins. Our customers include digital agencies, product studios, and IT consultancies across North America and Europe.

What You’ll Do

  • Own end-to-end client implementations—from kickoff to go-live and hypercare.

  • Map complex requirements to workable configurations inside Pivotly (projects, workflows, roles, rate cards).

  • Lead training for finance, delivery, and operations teams; build tailored enablement assets.

  • Partner with Solutions/CS to drive adoption, mitigate risk, and ensure value realization.

  • Coordinate data migration and integrations (e.g., HubSpot, NetSuite, QuickBooks).

  • Capture product feedback from the field to influence roadmap and help docs.

What We’re Looking For

  • 2–4+ years in implementation/solutions consulting or project management (SaaS preferred).

  • Confident facilitator with executive presence; can lead workshops and navigate ambiguity.

  • Strong data/ops mindset; comfortable with CSV mapping, APIs, and light SQL a plus.

  • Proven ability to manage concurrent projects and stakeholders across functions.

  • Bonus: experience with professional services, PSA/ERP, or financial ops.

Perks & Benefits

  • Competitive base + performance bonus; 401(k) with match.

  • Medical, dental, vision (company-covered options).

  • 20 days PTO + paid holidays + winter recharge week.

  • Remote-first + $1,000 home-office stipend.

  • Annual learning budget ($1,500) + certification support.

  • 12 weeks paid parental leave.

Why This Role Is a Great Fit

  • High impact: You’re the face of Pivotly post-sale—your work drives time-to-value and retention.

  • Complex, meaningful problems: Implementations span finance, delivery, and ops—no two are alike.

  • Career growth: Clear paths to Senior IC, Solution Architect, or Program Manager.

  • Product influence: Your client insights shape features used by hundreds of teams.

Our Hiring Process

We review every application and reply within 1–2 weeks. Shortlisted candidates complete a WorkScreen skills evaluation (real scenarios—not gotchas). Then you’ll meet our team for a practical case discussion and culture add conversation.

📥 Apply via WorkScreen: [Insert WorkScreen link]

✅ Version 2: Job Description For Entry-Level / Willing-to-Train Implementation Consultant

Job Title: Implementation Consultant (Entry-Level) — Learn & Lead Customer Onboarding at Northstar CRM
 💼 Location: Hybrid (Seattle, WA)
 🕒 Type: Full-Time
 💰 Salary Range: [$60,000 – $78,000 base]

🎥 A quick message from our hiring manager: [Insert Loom/YouTube link]

Who We Are

Northstar CRM helps small and mid-sized field services companies (HVAC, landscaping, home services) manage leads, schedule jobs, and get paid faster. We’re a product-led team serving 2,000+ crews across the U.S., focused on building software that’s powerful yet simple for teams that live on the go.

About the Opportunity

No prior consulting experience? That’s okay. If you’re curious, organized, and love helping people succeed with software, we’ll train you to become a standout Implementation Consultant.

What You’ll Do

  • Shadow senior consultants to learn our implementation playbooks and best practices.

  • Coordinate onboarding tasks: data imports, user setup, and basic integrations (e.g., Stripe, QuickBooks).

  • Run friendly, high-energy training sessions for owners, dispatchers, and field teams.

  • Track timelines, risks, and status; keep clients informed and confident.

  • Grow into owning projects end-to-end as you build mastery.

What We’re Looking For

  • Degree in business/IT—or relevant experience in customer-facing or ops roles.

  • Clear communicator who can explain software simply and patiently.

  • Detail-oriented, dependable, and proactive; enjoys solving problems.

  • Tech-comfortable (spreadsheets, CRMs); bonus for support or coordination experience.

Perks & Benefits

  • Medical, dental, vision + HSA options.

  • 15 days PTO + paid holidays + volunteer day.

  • Transit stipend + on-site lunch once a week.

  • $1,000 learning stipend + mentorship program.

  • Monthly wellness reimbursement.

Why This Role Is a Great Fit

  • Launch your consulting career: Hands-on training, real customer impact from month one.

  • See the results of your work: You’ll help local businesses run smoother and grow.

  • Supportive team: Friendly mentors, clear milestones, and space to experiment.

  • Growth path: Progress to owning implementations, then senior roles or solution design.

Our Hiring Process

You’ll start with a short WorkScreen evaluation to understand your strengths, followed by a conversational interview and a brief walkthrough exercise (we’ll give you time to prepare). We keep the process transparent and respectful at every step.

📥 Apply via WorkScreen: [Insert WorkScreen link]

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Breakdown of Why These Implementation Consultant Job Posts Work

The difference between a generic Implementation Consultant job description and a high-performing one often comes down to clarity, tone, and candidate experience. Let’s break down why the Pivotly and Northstar CRM examples work so well.

1. Clear, Specific Job Titles

Instead of just “Implementation Consultant,” the titles highlight the role’s purpose and company:

  • Implementation Consultant — Drive Client Success at Pivotly

  • Implementation Consultant (Entry-Level) — Learn & Lead Customer Onboarding at Northstar CRM

This specificity tells candidates exactly what they’re applying for and why it matters.

2. Warm, Human Introductions

Both posts use a video from the hiring manager and a story-driven “Who We Are” section. This builds trust and puts a face behind the company—something most job descriptions never do.

3. Transparent Salary & Perks

  • Pivotly lists a clear base salary + bonus.

  • Northstar CRM shows an entry-level range and concrete perks.

This transparency builds credibility and signals respect. Candidates know what to expect before they apply.

4. Well-Defined Responsibilities That Show Impact

Instead of vague lines like “assist with implementations,” the posts explain why the tasks matter:

  • Pivotly: “Your work drives time-to-value and retention.”

  • Northstar: “You’ll help local businesses run smoother and grow.”

This makes the role feel purposeful, not just procedural.

5. Requirements Without Gatekeeping

  • Pivotly’s post highlights advanced consulting skills but still notes “bonus” areas instead of hard barriers.

  • Northstar explicitly welcomes candidates without experience, signaling openness to potential and passion.

This prevents scaring off good applicants who might not check every box.

6. Perks & Benefits Are Separate From the Pitch

By separating “Perks & Benefits” from “Why This Role Is a Great Fit,” the posts show both the tangible (insurance, PTO, stipends) and the emotional (career growth, impact, culture). This balance makes them feel complete.

7. Respectful, Transparent Hiring Process

Both companies commit to reviewing every application and give candidates clarity on what comes next—WorkScreen evaluation, interview, practical exercise. This alone differentiates these posts from 90% of job ads that leave candidates hanging.

8. Human Tone That Connects

The language is conversational (“we’ll train you,” “your work directly impacts”) rather than corporate jargon. This not only feels more inviting but also signals the culture inside the company.

👉 Together, these elements make the job posts feel trustworthy, engaging, and candidate-friendly—which is exactly what attracts top Implementation Consultants.

Example of a Bad Implementation Consultant Job Description (And Why It Fails)

Job Title: Implementation Consultant
 Company: GlobalSoft
 Location: Remote
 Type: Full-Time

Job Summary

GlobalSoft is seeking an Implementation Consultant to help clients set up our software and provide support. The consultant will be responsible for ensuring smooth implementation, training, and troubleshooting.

Key Responsibilities

  • Assist with client onboarding.

  • Configure software according to requirements.

  • Train end users.

  • Provide technical support as needed.

Requirements

  • Bachelor’s degree in business or IT.

  • 3+ years of relevant experience.

  • Strong communication skills.

  • Ability to work independently.

How to Apply

Send your résumé and cover letter to hr@globalsoft.com. Only shortlisted candidates will be contacted.

❌ Why This Job Post Falls Short

  1. Generic Job Title
    Just “Implementation Consultant” without context. It doesn’t tell the candidate why the role matters, what the company does, or why they should care.

  2. Cold, Minimal Introduction
    The “Job Summary” is dry and forgettable. There’s no mention of mission, values, or what makes GlobalSoft unique.

  3. No Salary or Perks
    Leaving out compensation details feels outdated and signals a lack of transparency. Candidates often skip such posts.

  4. Responsibilities Are Too Vague
    Phrases like “assist with onboarding” or “train end users” could apply anywhere. There’s no clarity or sense of impact.

  5. Requirements as Gatekeeping
    A fixed degree requirement and “3+ years of experience” exclude capable candidates without showing flexibility.

  6. Dismissive Hiring Process
    “Only shortlisted candidates will be contacted” feels cold and disrespectful. It shows little regard for the candidate’s time or effort.

  7. Zero Personality or Employer Branding
    No company culture, no values, no reason why someone should want to work at GlobalSoft. It feels like a ghost job posting.

👉 Compared to the Pivotly and Northstar CRM examples, this bad job description looks sterile, uninviting, and outdated. And that’s exactly why strong candidates would scroll past it.

Bonus Tips to Make Your Job Posts Stand Out

Even if you follow the best practices we’ve outlined, there are a few extra touches you can add to make your Implementation Consultant job description truly memorable.

1. Add a Security & Privacy Notice

Candidates worry about scams. A short note builds instant trust:

“We take the security and privacy of applicants seriously. We will never ask for payment, bank details, or personal financial information during any part of the hiring process.”

This signals professionalism and protects your brand.

2. Mention Leave Days or Flex Time

Time off matters as much as salary. Being upfront about it is refreshing:

“Enjoy 20 PTO days per year, plus flexible Fridays—so you can recharge and come back stronger.”

Small details like this make your job post stand out on crowded job boards.

3. Highlight Training & Growth Opportunities

Show candidates they won’t stagnate:

“We invest in growth. You’ll receive mentorship, certifications, and a $1,500 annual learning budget to sharpen your skills.”

This attracts ambitious people who care about career development.

4. Add a Loom or YouTube Video

A short, authentic video from the hiring manager or CEO makes a huge difference. It humanizes your company and helps candidates picture themselves working with you.

Even a simple 2-minute “Here’s who we are, here’s why this role matters” recording can increase engagement dramatically.

Here is an example that we used in our master guide on how to write a great job post description , you can check it out here https://www.loom.com/share/ba401b65b7f943b68a91fc6b04a62ad4

5. Share Real Employee Testimonials

Pull a line from a Glassdoor review or an employee spotlight:

“I’ve worked at Pivotly for 3 years, and I’ve never felt more supported by a team.”

Hearing from real employees adds credibility you can’t fake.

👉 These “bonus” sections don’t take long to add, but they can double the impact of your job description. They show you value candidates, respect transparency, and actually care about the people you hire.

Should You Use AI to Write an Implementation Consultant Job Description?

Lately, it seems like every ATS and hiring platform has an “AI job description generator.” While it sounds like a time-saver, relying on AI without context is one of the fastest ways to create a bland, ineffective post.

❌ Why You Shouldn’t Rely on AI Alone

  • Generic outputs: AI-only posts often sound robotic, stuffed with buzzwords like “synergy” and “fast-paced environment.”

  • Wrong candidates: Generic templates attract low-effort applicants who mass-apply without reading.

  • Damages your brand: Your job post is the first impression candidates get of your company. If it feels copy-pasted, they’ll assume your culture is the same.

✅ The Smarter Way to Use AI

AI is useful—but only as a supporting tool, not a replacement for your input. Here’s how to use it effectively:

Bad prompt:

“Write me a job post for an Implementation Consultant.”
 Result: A cookie-cutter post with nothing that reflects your company, your clients, or your values.

Good prompt:

“Help me write a job post for our company, Pivotly. We’re hiring an Implementation Consultant to lead client onboarding and training projects. Our culture is collaborative and customer-obsessed, and we want candidates who are confident facilitators and love problem-solving. We offer a salary of $85k–$110k, 20 PTO days, healthcare, and a $1,500 learning budget. Here are some notes on what the role involves: [paste notes]. Please make it candidate-friendly and professional.”

See the difference? The second approach gives AI the raw ingredients—your culture, your values, your perks, your expectations. AI then becomes an editor and organizer, not a ghostwriter.

👉 Bottom line: AI should help polish and structure your job posts, but it can’t (and shouldn’t) replace the authentic details that make your company unique.

Build a winning team—without the hiring headache.

WorkScreen helps you hire fast, confidently, and without second-guessing.

Need a Quick Copy-Paste Job Description?

We get it—sometimes you just need something fast.

Maybe you’ve already read this guide and understand what a strong job post looks like, but you also want a solid starting point you can copy, paste, and tailor to your company in just a few minutes. That’s what this section is for.

✏️ Important Reminder:
 Don’t copy this word-for-word and expect magic.
 This is a foundation, not a final draft.
 Add a Loom video, inject your team culture, and edit the details to reflect your actual company.

In this section, you’ll find two ready-to-use job description templates for quick copy-paste use — but please remember, like we mentioned above, don’t just copy them word-for-word and expect results.

Think of these as starting points, not final drafts.

  • Option 1: A more conversational, culture-first job description that highlights personality and team fit.
  • Option 2: A more structured format, including a Job Brief, Responsibilities, and Requirements for a traditional approach.

✅ Option 1: Conversational (Culture-First)

Job Title: Implementation Consultant – Drive Client Success at [Company Name]
 💼 Location: Remote (HQ: [City, State]) 🕒 Type: [Full-Time/Part-Time] 💰 Salary Range: [X,000–{X},000 – X,000–{Y},000]/year

🎥 A quick message from our hiring manager: [Insert Loom/YouTube link]

About Us

At [Company Name], we believe great software only matters if people succeed with it. We help customers turn complex workflows into simple, repeatable habits—and we’re looking for an Implementation Consultant who enjoys guiding teams through change with clarity, empathy, and structure.

What You’ll Do

  • Lead onboarding projects from kickoff to go-live and hypercare.

  • Translate business needs into practical configurations and processes.

  • Run engaging trainings; create simple, reusable enablement docs.

  • Troubleshoot blockers with a calm, solutions-first approach.

  • Partner with Customer Success and Product to drive adoption and value.

What We’re Looking For

  • 2+ years in implementations/consulting/project management (SaaS a plus).

  • Confident facilitator; excellent written and verbal communication.

  • Organized, curious, and comfortable with data/tools (APIs/CSV/CRM helpful).

  • Bias to action; you keep projects moving and stakeholders aligned.

Perks & Benefits

  • Competitive pay + performance bonus

  • Health, dental, vision • [401(k)/pension, if applicable]

  • days PTO + paid holidays • Flexible/remote-friendly setup

  • Home-office stipend • Annual learning budget & mentorship

  • Paid parental leave

Why This Role Is a Great Fit

  • High impact: Your work accelerates time-to-value and retention.

  • Variety & challenge: No two implementations are the same.

  • Growth: Clear paths to Senior IC, Solution Architect, or Program roles.

  • Influence: Field feedback you gather directly shapes our roadmap.

Our Hiring Process

We review every application and respond within 1–2 weeks. Shortlisted candidates complete a short WorkScreen skills evaluation (real scenarios—not trick questions), followed by interviews with the team.

📥 Apply via WorkScreen: [Insert link]

✅ Option 2: Structured (Job Brief + Responsibilities + Requirements)

Job Title: Implementation Consultant – Launch & Support Successful Onboarding at [Company Name]
 💼 Location: Remote (HQ: [City, State]) 🕒 Type: [Full-Time/Part-Time] 💰 Salary Range: [X,000–{X},000 – X,000–{Y},000]/year

Job Brief

We’re hiring an Implementation Consultant to manage client onboarding and ensure smooth adoption of our [product]. You’ll gather requirements, configure workflows, train users, and guide projects to successful go-lives.

Responsibilities

  • Own multiple implementation projects end-to-end.

  • Map requirements and configure features/integrations.

  • Deliver clear trainings and concise documentation.

  • Track timelines/risks; communicate status proactively.

  • Collaborate with Success/Support/Product on adoption and handoffs.

Requirements

  • Experience in implementations/consulting/project coordination.

  • Excellent client communication and facilitation skills.

  • Strong organization and problem-solving abilities.

  • Comfortable with common tools (PM, CRM, spreadsheets; APIs a plus).

Perks & Benefits

  • Competitive compensation and benefits (health, dental, vision)

  • days PTO + holidays • Flexible/remote-friendly setup

  • Home-office stipend • Learning budget & certifications

  • Paid parental leave

Hiring Process

Applications are reviewed within 1–2 weeks. Selected candidates complete a brief WorkScreen evaluation followed by interviews.

📥 Apply via WorkScreen: [Insert link]

Take Your Job Post Further with WorkScreen.io

Writing a great job description is just the first step. Once your post attracts strong Implementation Consultant candidates, the real challenge begins: how do you separate the genuine, high-quality applicants from the copy-paste, low-effort ones?

That’s where WorkScreen.io comes in.

Here’s how WorkScreen helps you hire smarter:

  • Quickly identify your best candidates

WorkScreen automatically evaluates, scores, and ranks applicants on a performance-based leaderboard—making it easy to spot top talent, save time, and make smarter, data-driven hiring decisions.

  • Easily run one-click skill tests

With WorkScreen, you can administer one-click skill tests to assess candidates based on real-world ability—not just credentials like résumés and past experience. This helps you hire more confidently and holistically.

  • Eliminate low-effort applicants

WorkScreen automatically eliminates low-effort applicants who use AI Tools to apply, copy-paste answers, or rely on “one-click apply.” This way, you focus only on genuine, committed, and high-quality candidates—helping you avoid costly hiring mistakes.

  • Deliver a better candidate experience

 Applicants appreciate transparency. With WorkScreen’s structured, skill-based process, candidates know they’re being evaluated fairly—building trust in your company from day one.

streamline the next phase of hiring: start hiring with confidence.

👉 Once you’ve written your Implementation Consultant job post, let WorkScreen.io

faster, fairer, and more effective

Frequently Asked Questions - Implementation Consultant Job Description

Great Implementation Consultants blend technical ability with soft skills. Key traits include:

  • Strong communication and facilitation skills to work with clients at all levels.
  • Project management and organizational skills to keep timelines on track.
  • Problem-solving and analytical thinking to adapt solutions to unique client needs.
  • Technical comfort with software tools, integrations, and sometimes data handling (APIs, spreadsheets, SQL).
  • Empathy and patience to guide clients through change and adoption.
  • Salaries vary by region, company size, and experience level, but on average:

    • Entry-level Implementation Consultants earn around $55,000 – $75,000 per year.
    • Mid-level consultants typically earn $80,000 – $100,000 per year.
    • Senior or specialized consultants can earn $110,000 – $130,000+ per year, especially in SaaS, healthcare, or finance sectors.

    Many roles also include performance bonuses, professional development budgets, and other perks.

While there’s some overlap, a Project Manager focuses on timelines, deliverables, and coordination, while an Implementation Consultant is more hands-on with product setup, training, and client adoption. In many organizations, they work together closely to ensure success.

  • Not always. While a technical background (IT, software, data) is helpful, many successful consultants come from business, operations, or customer success roles. What matters most is being able to learn software quickly, translate client needs into solutions, and communicate effectively.

The average HR Advisor salary varies by region, company size, and experience. In the U.S., typical ranges are $55,000–$75,000/year. In the UK, it’s usually £28,000–£40,000/year. Entry-level roles pay less, while senior or specialist HR Advisors can earn significantly more.

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Author’s Details

Mike K.

Mike is an expert in hiring with a passion for building high-performing teams that deliver results. He specializes in streamlining recruitment processes, making it easy for businesses to identify and secure top talent. Dedicated to innovation and efficiency, Mike leverages his expertise to empower organizations to hire with confidence and drive sustainable growth.

Hire Easy. Hire Right. Hire Fast.

Stop wasting time on unqualified candidates. WorkScreen.io streamlines your hiring process, helping you identify top talent quickly and confidently. With automated evaluations , applicant rankings and 1-click skill tests, you’ll save time, avoid bad hires, and build a team that delivers results.

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