AddressROLE SUMMARY:
The Business Product Area Consultant 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.
Requirements
- 4-year college degree or equivalent experience
- Accounting degree, coursework, or relevant experience in a Business Office setting
- 5-10 years of experience implementing Accounting software, including data conversion; experience with SaaS a plus.
- Experience in leading Veracross Full Accounting Implementations, or similar SaaS accounting implementation experience preferred
- Experience as part of an independent school business office running a SaaS accounting platform a plus
- A solid understanding of the fundamental accounting equation; the general journal; the chart of accounts; general ledger reporting (balance sheet, trial balance, profit & loss statements); fiscal period and fiscal year closing; budgeting; reconciliations; and sub-ledger processing (e.g. accounts payable, accounts receivable, cash processing, purchases journal, fixed assets, project accounting)
- Skilled user of technology, comfortable learning and using the many types of systems that support a technical workspace
- Excellent written and oral communication skills, including comfort with public speaking, presentation delivery, etc.
- Ability to make complex decisions and recommendations under limited direction and using a high degree of initiative and independent judgement
- Ability to learn complex, enterprise level software systems at a level that supports teaching others
Benefits
- 3 weeks of vacation per year
- 14 paid holidays per year (including the week off between Christmas and New Year's Eve)
- Top tier benefits -
- Medical, Dental & Vision (Blue Cross Blue Shield & EyeMed)
- Veracross LLC Fidelity 401(k) Plan - Managed by Sentinel Benefits
We value the power of an inclusive culture and a strong sense of belonging. We seek to infuse diversity and inclusion in everything we do while promoting a culture where differences are embraced as strengths; opportunities are equal and accessible; consideration and respect are the norm; and all team members are supported in reaching their full potential.
