AddressROLE SUMMARY:
The Accounting Software Implementation Specialist role has a dual focus. The primary focus is to lead the successful implementation of Veracross Business Modules focusing on more complex and demanding projects that require an understanding of Accounting, systems, and the Veracross products. These projects are executed on time and on budget, while fostering trusting relationships with client Business Offices. The secondary focus is on using subject matter expertise and experience to continually improve the implementation processes and procedures.
JOB RESPONSABILITIES:
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.
