FP&A Customer Success Manager
Datarails
ERP
Salary
💰 $55,000 - $135,000 per year
Job Level
Junior
Tech Stack
ERP
About the role
- Strategically guide clients through the software implementation process
- Deliver informative, insightful, and engaging training
- Provide timely, outstanding post-implementation service and support
- Conduct in-depth discovery meetings targeted at understanding, capturing, and identifying the complex business requirements and operational objectives of the client
- Produce professional documentation of current challenges, future requirements, and benefits in a manner appropriate for clients and prospective clients; create Statements of Work (SOW)
- Perform project scoping, planning, business process mapping, UAT testing
- As the Subject Matter Expert on the solution, provide guidance and direction to both internal implementation team and client implementation team
- May contribute to the business development process by participating in sales calls, assisting with proposal development, and delivering presentations
- Deliver insightful and engaging training sessions via phone, web, or in-person
- Provide prompt, exceptional customer service and support
- Actively participate in the software implementation process
- Schedule and participate in discovery meetings with clients to gather requirements for the implementation project
- Create and update Statements of Work
- Lead configuration sessions with clients
- Business process mapping and data migration
- User acceptance testing
- Create training documents and lead training sessions with clients
- Participate in sales calls, acting as a Subject Matter Expert on the software
- Respond to support calls and resolve issues in a timely manner
- Attend project status meetings
- Travel to client sites (as needed)
Requirements
- Minimum of 1-2 years of experience as a Sage Intacct Consultant, handling at least 2-3 Sage Intacct implementations, which include setup, configuration, and, if applicable, customization OR 2-3 years of experience as a Sage Intacct user
- Hold a bachelor’s degree (preferred)
- In-depth manufacturing/distribution or accounting/finance experience
- Experienced with project scoping, planning, requirements gathering, business process mapping and end-to-end process experience is a plus
- Understand common industry business practices related to accounting, sales/manufacturing/inventory management, as well as an advanced understanding of accounting theory, accounting systems, US GAAP, and IFRA
- Ability to juggle multiple projects successfully, while meeting deadlines
- Outstanding organizational, time management, communication, and listening skills required
- Exceptional interpersonal, customer service, decision-making, and analytical abilities
- Ability to function effectively in collaborative, team-oriented, matrix environment, and build strong relationships with managers, co-workers, clients, vendors, and internal clients
- Working knowledge of MS Office, Outlook, and proficiency with CRM tools
- Ability to travel, as needed.
