Confidential

Implementation Specialist

• Lead complex, enterprise-grade implementations end-to-end - from discovery to configuration, rollout, and optimisation.
• Translate business processes into scalable, automated Gatekeeper workflows, embedding LuminIQ’s AI and analytics capabilities.
• Design measurable success criteria (TTFV, ROI, adoption rates, renewal risk) and report progress through data-led insights.
• Partner closely with Account Directors and Technical Account Managers to ensure seamless delivery and post-go-live health.
• Facilitate solution design workshops and executive-level reviews that align technical outcomes to strategic objectives.
• Create AI prompt frameworks and scalable automations that improve process efficiency and user experience.
• Analyse customer data, translating metrics into business value (ROI, savings, and utilisation).
• Support the continuous evolution of Gatekeeper’s AI capabilities through product feedback and pilot projects.
• Identify opportunities for expansion (upsell/cross-sell) by recognising patterns in usage, AI adoption, and business impact.
• Collaborate with Product to share customer insights and shape platform evolution.
• Act as a bridge between customer needs and Gatekeeper’s technical roadmap, influencing improvements that scale value.
• Regularly review and refine delivery methodologies to reduce implementation time, risk, and effort.
• Stay at the forefront of AI, SaaS delivery, and automation trends, continuously experimenting and sharing learning.

Senior Implementation Consultant

Financial Planning and Analysis

• Import bank transactions and oversee daily bank reconciliations to ensure accuracy and timeliness
• Verify changes to supplier details to maintain data integrity and compliance
• Execute supplier payment runs, including out-of-course payments, while adhering to approval processes and deadlines
• Manage the finance inbox, responding promptly to internal and external queries
• Handle intercompany cash requirements, including forecasting, transfers, and reconciliations
• Conduct customer follow-ups for queries and unpaid debts to support cash flow and resolve issues efficiently
• Perform light bookkeeping duties, such as journal entries, ledger maintenance, and basic reporting
• Undertake ad-hoc tasks, including providing support for finance projects as required

Finance Operations Specialist

Account Executive

• Expansion & Growth: Identify opportunities for upselling and cross-selling additional Gatekeeper solutions by understanding customer needs and aligning our products to their business goals to help drive net revenue retention (NRR).
• Account Retention: Build strong, long-lasting relationships with key stakeholders within your accounts, ensuring high customer satisfaction and loyalty to drive renewals to reduce logo churn.
• Cross Functional Collaboration: Partner with the Customer teams to ensure smooth onboarding, product adoption, and continued engagement, maximising customer value and product utilisation.
• Strategic Account Planning: Develop, collaborate on and execute customised account plans that align with customer goals and Gatekeeper’s growth objectives.
• Problem Solving: Act as a trusted advisor to customers, proactively identifying and addressing potential issues, providing solutions, and ensuring positive outcomes.
• Domain & Product Expertise: Become a subject matter expert in Gatekeeper’s product offerings and the broader domain of Vendor & Contract Lifecycle Management (VCLM). Leverage this expertise to guide customers in maximising the value of our solutions and to position yourself as a trusted consultant.
• Data-Driven Insights: Use data and analytics to monitor account health, and customer usage to help identify growth opportunities. Regularly report on account performance and forecast renewal and expansion revenue.
• Customer Advocacy: Serve as a voice of the customer within Gatekeeper, relaying product feedback to the product and development teams to help drive improvements that align with customer needs.

Account Director – SaaS Solution

• Deliver customer implementations: Ensuring customers achieve their agreed implementation outcomes.
• Migrate data into the Gatekeeper platform.
• Understand the customer's business process to develop automated workflows.
• Record the Time to First Value (TTFV) for each customer.
• Set a high-value tone for the relationship to follow.
• Optimise the use of AI including research and prompt writing.
• Act as a subject matter expert of the Gatekeeper platform, turning customer problems into Gatekeeper solutions.
• Own Customer Satisfaction/Effort Scores for your customers and serve as their internal voice, providing fearless feedback on how we can better serve them to meet their desired outcomes.
• Identify expansion opportunities, providing upsell/cross sell leads to the Sales team.
• Identify advocacy opportunities by obtaining public reviews, testimonials and case studies.
• Collaborate closely with Account Directors and Technical Account Managers, ensuring handover points exude confidence that the customer is in the safest hands and with no loss of knowledge.
• Play an important role in a close-knit team to create new business processes, uncover opportunities and position yourself for success.

Implementation Consultant

• Sell our solution to Mid-Market and Enterprise customers
• Nail your Quota.
• Maximise all inbound leads using a systems and Sales Playbook mindset.
• Research prospective customers, create outreach strategies, and identify sales opportunities.
• Prospect and build an outbound pipeline.
• Connect and conduct exploratory conversations with potential customers.
• Conduct needs qualification calls with specific prospects.
• Grow an account base with targeted upsell and cross sell campaigns.
• Working with the product team to feedback customer driven feature requests.

Senior Implementation Consultant

Finance Operations Specialist

Account Director – SaaS Solution

Senior Implementation Consultant

Implementation Consultant

Account Executive, SaaS