15 hours ago
• Understand current client situations, helping simplify models and existing data, as well as implementing processes and client data within company's environment • Create a detailed business analysis, outlining problems, opportunities and solutions for our customers by successful advising on: Budgeting and forecasting, planning and monitoring, financial modeling, standard reporting and more • Manage, interpret, and validate all data that is produced by the customer, maintaining the focus on improving the quality of customer care • Provide recommendations for possible process changes to help optimize current procedures in support of maximizing outcomes • Build long term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support.
• 3-5 years of experience in customer success, consulting, or similar customer-facing role, and a finance or accounting background • Deep knowledge and solid experience in advanced excel functions (formulas, Vlookup, Pivot Table, Power Query and complex models) • Strong communication and relationship-building skills - this role involves creating and managing business relationships with CFOs, VPs and Directors of Finance, and other customers from leading US companies, requiring the ability to engage in professional conversations, manage expectations, and guide customers to a positive outcome. • Bachelor's degree or equivalent experience
• US: 401(k) plan with up to 4% match • Canada: 4% RRSP contributions • US: Top-of-the-line healthcare (medical, vision, and dental), with 100% paid coverage for employees + generous coverage for dependents • Canada: Extended healthcare coverage • Flexible PTO + 12 paid company holidays • Life insurance • And more!
Apply Now23 hours ago
51 - 200
Implementation Consultant for SmartSimple's cloud-based tracking and reporting platform.
2 days ago
51 - 200
Implementation Consultant for a SaaS vendor management solution company.
October 11
10,000+
Implement Manulife's group benefits for small businesses efficiently.
🇨🇦 Canada – Remote
💵 $52.6k - $87.8k / year
💰 $1.2G Post-IPO Debt on 2023-03
⏰ Full Time
🟡 Mid-level
🟠 Senior
🛠️ Implementation Specialist
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51 - 200
Empower healthcare providers with PocketHealth's onboarding and implementation processes.