Customer Success Consultant - Financial Solutions Expert

Description

We have cultivated a culture centered around valuing our people first. We believe that a healthy, collaborative, and employee-centric environment is key to our success. Our commitment includes nurturing our employees, supporting our communities, and caring for the planet while maintaining profitability. Here, you can truly be yourself and shine in all that you do.

About The Team

Our team is dedicated to supporting our customers’ journeys post-implementation. We create and deliver programs that help them maximize the value of their applications, ranging from feature demonstrations to comprehensive deployments. We collaborate with some of the world’s largest organizations, integrating finance, HR, and planning into a unified cloud solution. While we take our mission seriously, we also celebrate diversity, innovate, and foster a fun work environment.

About The Role

If you're excited about learning in a dynamic environment and thrive on variety and solving complex business problems, this role might be perfect for you! You will work directly with customers through focused micro-consulting sessions, addressing their business needs with our solutions. Acting as a trusted advisor, you will assist customers with configuration inquiries, troubleshoot issues, and conduct feature demonstrations.

Key Responsibilities

• Conduct research to understand customer inquiries and related concepts.
• Provide small-scale consulting based on customer requests, including guidance, demonstrations, and tips.
• Troubleshoot and optimize product configurations to meet customer requirements.
• Communicate effectively to convey responses and value to customers.
• Create and present customer webinars on leveraging features to achieve business goals.
• Offer one-on-one guidance to accelerate feature adoption.
• Review customer systems to identify opportunities for adoption and improvement.
• Maintain up-to-date product expertise and certification, staying current with industry practices.
  
  

In addition to Success Plans services, you’ll also provide other Customer Enablement services, such as:

• Conducting appointment-based consulting engagements.
• Performing configuration and business requirements reviews.
• Offering one-on-one customer configuration designs.
• Overseeing full deployments of features.
  
  

About You

Basic Qualifications:

• 5 years of IT implementation experience.
• 8 years of experience with financial functions.
• 2+ years of experience in software consulting.
  
  

Additional Qualifications

• Certification in at least one of the following: Spend, Inventory, WSS, or Expenses (or ability to obtain).
• Experience in the healthcare industry is preferred.
• Ability to quickly grasp new concepts and translate complex ideas into understandable presentations.
• Strong multitasking skills and the ability to handle multiple engagements.
• Excellent critical thinking, communication, and organizational skills.
• Bachelor's degree or relevant work experience required.
• Willingness to travel up to 20%.
  
  

We are committed to providing reasonable accommodations to individuals with disabilities throughout the job application process and employment.

Compensation And Benefits

The base salary range for this role varies based on location and experience, with potential eligibility for bonuses and stock grants. For more details on our comprehensive benefits, please contact us during the hiring process.

Flexible Work Options

We offer a flexible work approach that blends in-person and remote work to give you the best of both worlds.

Employment Type: Full-Time