ProcessUnity

Assurance Services Consultant

ProcessUnity

full-time

Posted on:

Location Type: Remote

Location: United States

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Salary

💰 $75,000 - $95,000 per year

About the role

  • Partner with clients to maintain, grow, and optimize their use of the ProcessUnity platform.
  • Deliver best‑practice guidance and strategic recommendations to drive post‑implementation success.
  • Facilitate working sessions focused on enablement, configuration, and program strategy.
  • Manage a portfolio of clients while supporting colleagues on complex or enterprise‑level engagements.
  • Gather and translate client requirements into actionable configuration and workflow solutions.
  • Configure client environments using sound judgment and creative problem‑solving approaches.
  • Lead enablement sessions to promote adoption of platform features and best practices.
  • Address moderately complex customer inquiries; proactively escalate issues when necessary.
  • Collaborate with Customer Success Managers, Account Managers, and Support teams to ensure client health and alignment.
  • Build strong, trusted relationships with clients and support their ongoing program maturity.
  • Serve as a knowledgeable advisor, helping clients leverage ProcessUnity effectively.
  • Manage workload within defined hours while meeting deadlines and engagement goals.
  • Contribute to client retention, satisfaction, and growth initiatives across the organization.

Requirements

  • 5+ years of experience in SaaS implementation, consulting, or client services role
  • Bachelor’s Degree or equivalent experience strongly preferred
  • Experience supporting large, cross‑functional teams or complex engagements preferred
  • Strong customer‑centric mindset with the ability to understand business goals and challenges
  • Excellent written and verbal communication skills
  • Process‑oriented, with an eye for continuous improvement and customer experience optimization
  • MS Excel experience, specifically, hands on experience with expression writing, function knowledge, VLOOKUP, pivot tables, etc.
  • Ability to multitask, prioritize, and collaborate within a team environment
  • Eagerness to learn, grow, and take initiative in acquiring new skills and product knowledge
  • Ability to reverse‑engineer solutions and assess downstream impacts
  • Experience in governance, risk, and compliance (GRC) strongly preferred.
Benefits
  • Flexible work arrangements
  • Professional development
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
SaaS implementationconfigurationworkflow solutionscustomer experience optimizationMS Excelexpression writingVLOOKUPpivot tablesproblem-solvingreverse-engineering
Soft Skills
customer-centric mindsetwritten communicationverbal communicationmultitaskingprioritizationcollaborationinitiativecontinuous improvementrelationship buildingstrategic recommendations