Implementation Consultant

2 - 7 years

4 - 9 Lacs

Posted:6 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

As a

Implementation Consultant

, you will play a critical role in both the successful onboarding of enterprise clients and the delivery of actionable data insights. This role blends software implementation, project coordination, and advanced reporting giving you a front-row seat to shaping client success and driving strategic decision-making through data.
You ll work across departments and directly with clients to configure systems, deliver training, and build custom analytics using our

Momentus Elite Insights reporting tool

, built on DevExpress. You ll bring strong communication skills, technical know-how, and a passion for problem-solving to every engagement whether it s launching a new CRM/ERP system or designing a dashboard that drives business value.

Key Responsibilities

Implementation:

  • Manage full-cycle CRM/ERP software implementation projects for client organizations ranging from 5 to 500 users.
  • Partner closely with Project Managers, Principal Consultants, and Technical Services to execute configurations and support client onboarding through best-practice methodologies.
  • Conduct discovery sessions to gather business needs, document requirements, and translate into platform solutions.
  • Lead stakeholder and end-user training sessions for both configuration and adoption.
  • Support project management tasks: creating agendas, tracking tasks, managing expectations, escalating risks, and ensuring delivery stays within scope, budget, and timeline.

Data Insights & Reporting

  • Analyze client data needs to create custom reports, visualizations, and dashboards using DevExpress and other reporting tools (e.g., Crystal Reports, Tableau, Excel).
  • Deliver data-driven recommendations and KPI insights to stakeholders via Zoom consultations and email communications.
  • Support Zendesk-based ticketing system for insights/reporting requests and troubleshooting.
  • Develop SQL-based queries and data models that align with client KPIs and reporting goals.
  • Assist in internal training sessions to upskill colleagues on analytics tools and best practices.

Required Skills and Experience
  • Minimum 2 years of experience in software implementation or consulting in an enterprise SaaS environment.
  • Proven experience with reporting tools such as DevExpress, Crystal Reports, MS Access, MySQL, Tableau, Excel, or similar.
  • Solid understanding of relational databases and data visualization concepts.
  • Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Excellent phone, email, and Zoom communication skills for both client and internal interactions.
  • Experience with HTML and templating languages like Handlebars or Mustache is a strong plus.
  • Bachelor s degree required; relevant certifications or technical training preferred.
  • Experience using Mavenlink (Kantata) or Momentus Software a plus.
  • Industry experience in venues, events, or exhibitions preferred but not required.
  • Willingness and availability to travel up to 40% for client on-site meetings.
What Makes You a Great Fit
  • You re energized by SQL, data analysis, and building beautiful reports with a sharp eye for detail and design.
  • You take pride in creating clean, professional, client-ready documents and dashboards.
  • You thrive in fast-paced, ever-changing environments, and know how to manage your time independently.
  • You re naturally curious and tech-savvy, but also empathetic and patient with less technical users.
  • You believe in clear, transparent communication keeping everyone aligned and informed.
  • You re a team player who values collaboration, camaraderie, and shared wins.
  • You are solution-focused, adaptable, and always looking for ways to improve processes and outcomes.
  • You love diving into complex challenges and delivering results that matter for clients.

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