Senior Software Implementation Consultant

Job Description: Senior Software Implementation Consultant - SquareWorks Consulting 

Reports to: Senior Director of Software Services 

About Us: 

SquareWorks Consulting is a thriving NetSuite partner dedicated to elevating our customers' experiences through exceptional automation solutions and consulting services. Our product suite includes Automate: a NetSuite-native financial automation platform designed to significantly enhance NetSuite's out-of-the-box capabilities. Alongside our innovative products, we offer top tier consulting services, partnering with our clients to ensure successful NetSuite implementations, optimizations, and ongoing support. 

We are committed to building long-term partnerships with our customers, aiding their success from the ground up, starting with our team. At SquareWorks Consulting, we are devoted to fostering an environment that enables our employees to achieve professional excellence. We provide ample training and development resources, uphold a diverse and inclusive workplace, offer a fully remote working environment, and ensure a healthy work-life balance, alongside various other wellness benefits and programs. 

Job Summary 

We are seeking an experienced Senior Software Implementation Consultant to lead the deployment and integration of our Automate platform. This role is critical in ensuring that clients achieve optimal value from our software, through meticulous planning, configuration, training, and support. You will work closely with cross-functional teams and clients to understand their business needs and deliver solutions that drive success. This role will manage, with minimal guidance, multiple implementations of our Automate platform across a wide variety of verticals, while simultaneously building client relationships and supporting current users of our software. Implementations of Automate typically take 12-14 weeks and involve full project lifecycle management. Senior consultants are generally asked to manage 10-15 active projects at all times. 

Key Responsibilities:  

Implementation and Configuration

• Independently execute implementations of SquareWorks’s various software products, scheduling and running client meetings, performing discovery and configuration, guiding user acceptance testing, managing deployment to production, and producing all required documentation. 

• Assist with configuration and maintenance of internal support systems – help desk software, document repositories, project management software, etc. – used by the Software Implementation team.

Project Management  

• Execute daily and weekly project management activities, including maintaining project plans in Asana, SquareWorks’s project management platform, sending weekly project status updates to all clients, participating in weekly team standup meetings, and providing weekly project overview reports to team management. 

• Manage multiple projects simultaneously, ensuring timely delivery within scope and budget. 

Client Collaboration and Relationship Management  

•  Assist with support of Automate for existing clients, performing troubleshooting, providing guidance related to features/functionality and best practices, executing end-user training, modifying existing configuration, and implementing new configuration as required. 

• Build and maintain strong relationships with stakeholders to ensure high levels of satisfaction and trust. 

Continuous Improvement  

• Provide client and internal-driven feedback to the Product and Engineering teams regarding new feature/product requests to help drive future development. 

• Contribute to the development of implementation best practices and documentation. 

Training and Support

• Work with the Software Implementation and Product teams to help develop and maintain internal and client-facing training materials and documentation related to SquareWorks’s software. 

• Assist with onboarding and mentoring of new hires. 

Qualifications: 

• Minimum of 3+ years of SaaS consulting experience (NetSuite experience a plus). 

• General project management and execution skills required. 

• Previous experience deploying pre-packaged software solutions a plus. 

• Must be familiar with, and interested in, business systems. Exposure to multiple business system platforms and associated integrations a plus. 

• Thrive in a startup business environment 

• Must have a strong understanding of general business principles and must be comfortable conducting business analysis work, matching outputs to system configuration. 

• Must have solid grasp of basic accounting principles, accounts payable workstreams and processes, and general compliance and controls requirements (approvals, separation of duties, etc.).

• Must be comfortable interfacing directly with clients with minimal assistance from others. 

Technical Skills 

• Have sharp analytical skills and be able to solve complex problems with minimal assistance, even when the topics involved are unfamiliar. 

• Be able to handle competing priorities effectively and with limited guidance. 

• Have a keen desire to expand your understanding of automation and accounting software and related business systems. 

Soft Skills 

• Have impeccable written and oral communication skills. 

• Prioritize customer service and customer satisfaction. 

• Have well-honed business analysis skills. 

Compensation & Benefits 

• Competitive compensation 

• Competitive healthcare benefits 

• Unlimited vacation 

• Internet allowance 

• Home office expense reimbursement 

• 401(k) employer contributions 

• Birthdays off 

• Charitable contribution program