Implementation consultant

Role Description

The Implementation Consultant reports to the Senior Manager, Client Delivery and delivers a broad range of customer consulting services across both VeraCore and Advantzware. Engagements may include software implementation activities, workflow reviews, health checks, solution optimization, best practice consulting, onsite and virtual training, and other customer success initiatives that help organizations maximize the value of their software investment. This role serves as a trusted advisor to customers, helping them improve operational efficiency, increase product adoption, and achieve measurable business outcomes.

At Advantive, we are an AI-forward organization, and leveraging AI is part of how we operate every day. You'll be expected to use AI-driven tools to improve customer documentation, training materials, solution recommendations, project planning, and customer communications to deliver exceptional service and accelerate customer value.

Key Responsibilities

• Deliver customer consulting engagements across both VeraCore and Advantzware, including implementation activities, workflow reviews, health checks, optimization services, and training.
• Lead discovery sessions to understand customer business processes, operational challenges, and objectives.
• Conduct workflow reviews and operational assessments to identify opportunities for increased efficiency and improved software utilization.
• Deliver onsite and virtual training for administrators, power users, and operational teams, ensuring customers are equipped to maximize product capabilities.
• Provide consultative recommendations based on industry best practices and customer business goals while promoting scalable use of standard product functionality.
• Configure application functionality and support solution validation activities as needed to meet customer requirements.
• Serve as the primary customer advisor throughout consulting engagements, building trusted relationships through proactive communication and exceptional service.
• Collaborate with Project Managers, Technical Consultants, Customer Success, Support, Product, and Development teams to ensure successful customer outcomes.
• Identify customer risks, adoption challenges, and optimization opportunities, developing actionable recommendations that improve long-term success.
• Document customer engagements, recommendations, and action plans using AI-assisted documentation and productivity tools where appropriate.
• Maintain deep functional expertise across both VeraCore and Advantzware while continuously expanding product knowledge and consulting best practices.
• Maintain high billable utilization while consistently delivering high-quality consulting engagements and exceptional customer satisfaction.
• Travel throughout North America to conduct onsite workshops, consulting engagements, training sessions, health checks, and customer meetings.