Aderant

Consultant

• Engage with clients to gather and analyze business requirements, objectives, and challenges.
• Conduct discovery sessions, workshops, and interviews to understand client processes and workflows.
• Translate client requirements into detailed implementation plans and solution designs.
• Configure software solutions based on client requirements, ensuring alignment with best practices and product capabilities.
• Customize and tailor solutions to meet specific client needs, integrating with existing systems and third-party applications as necessary.
• Test and validate configurations to ensure functionality, usability, and performance meet client expectations.
• Lead or support the implementation and deployment of software solutions, managing project timelines, milestones, and deliverables.
• Collaborate with project managers, technical teams, and stakeholders to execute project plans and ensure smooth project execution.
• Provide technical guidance and support during go-live activities, system integration, and user acceptance testing (UAT).
• Deliver product training sessions and workshops to client stakeholders, including end-users, administrators, and executives.
• Create and maintain training materials, documentation, and user guides to support client enablement and adoption.
• Facilitate knowledge transfer and provide ongoing support to clients to ensure they maximize the value of the software solution.
• Build and maintain strong relationships with clients, serving as a trusted advisor and advocate for their success.
• Proactively identify opportunities for additional services, upsell, and cross-sell opportunities based on client needs and usage.
• Monitor client satisfaction, gather feedback, and address concerns to ensure a positive customer experience and long-term retention.
• Collaborate effectively with sales, product management, support, and development teams to align on client requirements and project goals.
• Provide feedback to internal teams on product enhancements, features, and functionality based on client interactions and market insights.
• Contribute to knowledge sharing and best practices within the professional services team and across the organization.

Principal Technical Consultant

Compliance

• Ensure compliance assurance program control requirements are documented, and processes exist to validate the effectiveness of such controls.
• Collaborate with cross-functional teams to gather and validate compliance artifacts to fulfill internal and external requirements and obligations.
• Participate in annual and ad-hoc risk assessments with internal stakeholders.
• Participate in efforts to achieve compliance attestations/certifications such as ISO-27001, SOC 2 and PCI-DSS.
• Assist in identifying control deficiencies and track remediation efforts.
• Ensure that third party vendors meet Aderant security and compliance requirements through the collection and review of a combination of assessment questionnaires, artifacts and attestation documents.
• Support other governance activities such as: business continuity testing, data mapping and disaster recovery exercises.
• Participate in the coordination and execution of the security awareness training program, including (but not limited to) the creation of security advisories, and the facilitation of training activities and simulated phishing campaigns.
• Assist in reviewing and updating security and compliance policies and procedures, to ensure they accurately reflect business requirements and align to industry leading security practices.
• Assists with the formulation of information security metrics and dashboards that demonstrate adherence to defined KPIs.
• Respond to customer questionnaires pertaining to Aderant security, compliance and related posture; collaborate with other teams as-needed.

Governance, Risk and Compliance Analyst

Product Manager

• Own product strategy and execution for your area, translating client and market needs into a clear roadmap
• Champion a client-centric approach, grounding decisions in direct client feedback, usage data, and real-world workflow understanding
• Drive AI-driven product management and development - idea through ship, using AI tools and methods to accelerate discovery, design, and delivery
• Partner closely with Engineering, Design, Data, Sales, Services, Support, and Client Success teams to align priorities and deliver on commitments
• Identify opportunities to improve workflow efficiency, automation, analytics, and client experience within your product area
• Translate client, market, and operational insights into actionable requirements and execution plans
• Collaborate with senior stakeholders and adjacent product teams to ensure your roadmap fits into the broader platform and portfolio strategy
• Communicate product vision, strategy, and roadmap clearly to stakeholders, clients, and internal teams
• Support go-to-market efforts by helping define positioning, key benefits, and target client needs

Business Operations

• Serve as a systems administrator and technical subject matter expert for projects and enhancements supporting Salesforce Sales Cloud, Salesforce Service Cloud, Salesforce Experience Cloud, Atlassian, Sage Intacct, NetSuite Suite Projects Pro, Gong, Ironclad and additional financial management /professional services platforms
• Manage day-to-day system administration activities, including user setup, permissions, profiles, roles, page layouts, workflows, approval processes, reports, dashboards, integrations, and data updates.
• Execute system configuration changes and maintenance activities in alignment with business priorities, governance standards, and change management processes.
• Create and maintain documentation for system configurations, business processes, user guides, release notes, and support procedures.
• Maintain system security and access controls by ensuring users have appropriate permissions based on role, responsibility, and business need.
• Collaborate with the Business Systems team to prioritize requests, manage backlog items, and support continuous improvement initiatives that enable operational efficiency and market growth.

Associate Business Systems Administrator

Customer Support

• Provide expert-level support for the Aderant Expert product line, specifically focusing on general ledger accounting functionalities and general accounting principles.
• Assist clients with troubleshooting and resolving issues related to GL accounting within the Aderant Expert system.
• Collaborate with internal teams to ensure timely and effective resolution of client issues.
• Conduct training sessions and create documentation to help clients and internal stakeholders better understand and utilize the Aderant Expert GL features.
• Stay up-to-date with the latest developments and updates in the Aderant Expert product line.

Principal Technical Consultant

Governance, Risk and Compliance Analyst

Product Manager

Associate Business Systems Administrator

Senior Support Specialist