Veracross

Accounting Manager

• Deliver Accounting platform consulting and organizational change management to complex Business Offices, large and small. This multi-month implementation consulting consists of:
• - Platform transition options consulting: Through discovery and collaboration with the client, evaluate, demo, and revise setup options.
• - Orchestrate successful Business Office change management, where the tailored configurations, once approved, are documented, socialized, and deployed.
• - Business Office workflow consulting: Create documented models to support the ways the school's Business Office can best leverage the Veracross Accounting module to support their operation.
• - Alongside the Veracross Lead Project Manager, develop Business Office implementation project plans based on the Accounting module configuration.
• - Develop and orchestrate tailored Accounting support handoffs.
• Mentor clients in their chart of accounts design as needed.
• Coach Implementation Managers from basic Accounting consulting proficiency to moderate Accounting consulting proficiency.
• Write and update internal documentation to support continuous improvement of a standardized, best practice, Accounting implementation process, including training and adoption.
• Lead direct training engagements for strategic and high-complexity Accounting offices.
• Develop and maintain Accounting module product feedback that emerges from direct consultations.
• Achieve consultation success on time, and on budget.
• Participate with Marketing and Sales in 2-3 Independent School Business Office conferences a year.

Business Product Area Consultant – Accounting

Implementation Specialist

• Guide customer implementation projects across one or more Veracross products. The process may include:
• Department discovery: working with each implementing department to understand their workflows and needs.
• Platform transition options consulting: Discovery-infused platform setup options presented, demoed, revised, and finally agreed upon.
• Orchestrate successful change management, where tailored configurations are office-tested, revised, approved, and deployed.
• Department workflow consulting: Model and document the ways the school's different departments will use the Veracross product(s) across their first operational year.
• Develop, coordinate, and execute project plans, task schedules, and resource activities to ensure on-time and effective project delivery
• Lead direct training engagements for multiple school departments, and ensure school personnel completed required self-paced trainings
• Collaborate with internal stakeholders to ensure all phases of the implementation are executed as necessary (for example: Implementation Engineers for system configuration and data migration)

Associate Implementation Manager

Sales Engineer

• Partner with Account Executives to schedule and manage product demonstrations through Salesforce.
• Perform tailored demonstrations of Veracross Business Office solutions to prospects and customers, highlighting value and addressing pain points.
• Maintain deep technical and functional knowledge of Business Office modules and related solutions.
• Support discovery sessions with customers and prospects, translating business challenges into solution opportunities.
• Respond to functional and technical questions during the sales process.
• Provide detailed responses to RFPs, RFIs, and other requirements related to Business Office solutions.
• Contribute to webinars and thought leadership initiatives focused on financial operations in schools.
• Collaborate with product teams to provide feedback and influence roadmap based on customer needs.
• Manage demo tracking and reporting in Salesforce.
• Perform ad hoc projects as required.

Business Product Area Consultant – Accounting

Associate Implementation Manager

Sales Engineer, Business Office Specialist