FP&A Customer Success Manager
Datarails
ERP
Senior Consultant, Sage 300 CRE
Baker Tilly US
full-time
Posted on:
Origin: • 🇺🇸 United States • California, New York
Visit company websiteSalary
💰 $85,910 - $162,890 per year
Job Level
Senior
Tech Stack
ERP
About the role
- Work with multiple project managers to configure and implement the Sage 300 CRE software following the firm's prescriptive implementation methodology
- Follow all stages of the implementation process: collaborative consultations, defining requirements, designing solutions, configurations, unit and integration testing, training, data cleansing, and data migration
- Deepen knowledge of Sage 300 CRE and related products (including Sage Intacct)
- Develop and deploy implementation project plans and ensure projects are delivered on time and on budget
- Conduct training for customer end-users at all levels and relate system functionality to business requirements
- Document customer business requirements into configurable software solutions and business management processes using best practices and visual process flowcharts
- Respond to customer technical support issues related to system implementation
- Design and build industry specific KPIs, reports, and dashboards
- Collaborate with Professional Services, Sales, Support, Marketing and Customer Success to coordinate project execution and completion
- Learn and grow from on-the-job coaching and mentoring and participate in firm-wide learning and development programs
- Network and build strong relationships internally and externally with clients
Requirements
- Bachelor's Degree required, preferably in Accounting, Business or MIS (candidate must also have general understanding of accounting terms through previous courses or experience)
- Two (2)+ years' experience in any of the following, preferred: Consulting and implementing Sage 300 CRE, ERP/financial applications and/or other SaaS solutions
- Two (2)+ years' experience in any of the following, preferred: Public accounting experience
- Two (2)+ years' experience in any of the following, preferred: Accounting and finance or similar as an end user of Sage Intacct or similar ERP system
- Two (2)+ years' experience in any of the following, preferred: Consulting experience end-to-end through the entire software delivery life cycle or experience as an end user who has gone through a software implementation or upgrade
- Advanced proficiency with Excel (pivot tables, VLOOKUP’s, macros, etc.) is preferred
- Demonstrated skills in time management, communication, relationship building, collaboration, and problem solving
- Strong leadership, organizational and analytical skills, initiative, adaptability
- Microsoft Suite skills
- Eligibility to work in the U.S. without sponsorship
