Consultant (Implementation) - Class

A BIT ABOUT US

Class is a subsidiary of HUB24 Limited (ASX:HUB), a leading provider of integrated platforms, technology and data solutions for financial advisers, accountants, private banks, licensees, stockbrokers and their clients. HUB24 delivers innovative product and technology solutions to empower better financial futures, together.

But it’s not just about what we do. It’s about empowering the wealth industry to change peoples’ lives for the better. We believe that nothing happens in isolation, so we work together and collaborate with our customers and the industry, building confidence.

An awesome role for an Implementation Consultant to work within our growing consulting team! Be at the forefront of implementing and rolling out our Class software to our awesome new users - planners, investors and auditors. Provide training and customer success activities ensuring our customers are set up for success always and be a true business partner ensuring we deliver the best customer experience always!

This role is based in our Sydney CBD offices, with the option to work from home up to 3 days per week.

Responsibilities:

• Assist customers through their first 90 day implementation plan including planning for user access, training, fund transitions, data feed activations, business policy settings and training.
• Provide direction to accountants and administrators with the timely collation of data and documentation required for transitioning theirs funds.
• Deliver training (one-on-one /group) and technical support. This may include on-site meetings where applicable.
• Liaise with product manager and key stakeholders on customer requirements and enhancements related to the entire on-boarding process
• Assist the sales team in pre-sales technical session, demos and trials when required
• In conjunction with Sales, Marketing and Product Management teams, participate in periodic road shows and conferences to Class customers

What you'll need:

• Formal degree qualification in the area of Accounting required
• Experience using Class software for SMSF's or Trust administration
• Strong communication skills and having the ability to work in a fast-paced environment
• Project, process orientated and having a passion for solving complex issues

Come and work for an awesome team who really empower flexibility, autonomy, learning and development and overall love to have FUN!

THE CLASS STORY

At Class, our vision is to reimagine a simpler, more automated world for our customers through innovation and technology leadership. We reimagine solutions through the smart application of technology to make processing and data connection painless and by simplifying complex customer problems.

Class Employee Benefits

Employee Share Scheme: Receive tax free shares on an annual basis (permanent employees only).

Unlimited Access to External and Internal Learning: Learn, grow, and develop with us.

Self-Funded and Bonus: Purchase 2 extra weeks of additional leave per year on top of your standard 4 weeks, plus an extra 5 days if you use your 20 days of leave within 12 months.

Enhanced Parental Leave: We offer 12 weeks of paid parental leave in addition to statutory government leave.

Flexible Working: We offer hybrid working arrangements.

HUBlife: Enjoy a huge range of discounts including health, wellness and financial with our corporate partners.

Employee Assistance Program: Well-being Service provided to you plus your family members.

At Class, we pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so.

If you don't feel you fit this role 100%, we would still love to hear from you! Tell us what you're interested in - you still might have a skill we didn't realise we needed!

*As part of our process, a police check will be conducted on all successful candidates*.

Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here.

2024 Circle Back Initiative Employer – we commit to respond to every applicant.

Endorsed by WORK180, we are proud to be recognised as an employer of choice for women.

We have been nominated and placed on the BOSS Best Places to work list.