Software Implementation Consultant

Core Responsibilities

• Lead and support migration from QuickBooks Online to Sage Accounting, including data extraction, mapping, and validation
• Clean, standardize, and import financial data (chart of accounts, transactions, vendors, customers) into Sage
• Reconcile migrated data to ensure accuracy and completeness across systems
• Assist in implementation of client management system and migration of client records into WealthHub
• Organize and structure client data, documents, and workflows within WealthHub
• Identify inefficiencies and recommend improved processes for accounting and client management workflows
• Collaborate with internal team to define system requirements and ensure smooth transition
• Create SOPs and documentation for ongoing use of Sage and WealthHub
• Troubleshoot data discrepancies and system issues during implementation
• Provide light training and support to team members post-implementation

Qualifications/Skills

• Software Implementation experience
• Experience with accounting system migrations (QuickBooks → Sage strongly preferred)
• Strong proficiency in QuickBooks Online and familiarity with Sage Accounting or similar ERP/accounting platforms
• Experience with CRM or client management system implementations (WealthHub experience a plus)
• Advanced Excel skills (data cleanup, mapping, validation, large dataset handling)
• Strong understanding of accounting fundamentals (GL, reconciliations, financial reporting)
• High attention to detail with ability to identify and resolve data inconsistencies
• Ability to manage multiple workstreams and meet deadlines in a fast-paced environment
• Strong organizational and documentation skills
• Prior experience working with professional services firms (CPA, fiduciary, wealth management) preferred
• Ability to work independently and communicate clearly with stakeholders