Phocas Software
Phocas Software is a company that provides business intelligence solutions to help businesses connect, understand, and plan better. Their platform offers analytics, financial planning & analysis, financial statements, budgets & forecasts, and rebates management. With over 200 integrations including major ERP systems like Epicor, Microsoft, and SAP, Phocas helps companies in wholesale distribution, building and industrial sectors, and more to consolidate data and make informed business decisions. Phocas is recognized for its usability and customer satisfaction, empowering departments with integrated AI and intuitive data visualization tools.
Expertise in manufacturing, distribution and retail • Compatible with over 80 ERP systems including SAP, Infor, Epicor, Pronto, Microsoft Dynamics and Sage • Award winning business intelligence software • SaaS • CRM and Rebates
Customer Success Consultant
February 19
Phocas Software
Phocas Software is a company that provides business intelligence solutions to help businesses connect, understand, and plan better. Their platform offers analytics, financial planning & analysis, financial statements, budgets & forecasts, and rebates management. With over 200 integrations including major ERP systems like Epicor, Microsoft, and SAP, Phocas helps companies in wholesale distribution, building and industrial sectors, and more to consolidate data and make informed business decisions. Phocas is recognized for its usability and customer satisfaction, empowering departments with integrated AI and intuitive data visualization tools.
Expertise in manufacturing, distribution and retail • Compatible with over 80 ERP systems including SAP, Infor, Epicor, Pronto, Microsoft Dynamics and Sage • Award winning business intelligence software • SaaS • CRM and Rebates
📋 Description
• As a high-growth tech company selling software in a competitive global market, the work is not easy. But it’s interesting and super fun. • As the Customer Success Consultant, your primary purpose is to ensure our customers get, and keep getting value from their investment in Phocas. • You strive to retain our customers, turn them into advocates for Phocas and proactively identify opportunities for further revenue growth within our existing customer base. • To succeed in this role, you will need experience in finance or accounting, as our software is designed to empower businesses with data-driven financial insights. • Your understanding of financial processes and reporting will help customers fully leverage our solutions to streamline their operations and improve decision-making. • If you're ready for a dynamic role that blends financial expertise with customer success, we'd love to hear from you!
🎯 Requirements
• Bachelor's degree in Accounting or another related subject. In lieu of degree, relevant equivalent experience required. • Minimum 1 years' experience working within finance • Minimum 3 years’ prior experience working in Customer Success or Account Management roles, ideally within the SaaS/IT industry • Proven track record of meeting or exceeding retention goals / customer satisfaction metrics • Experience with Phocas or FP&A related products – other BI, CRM, ERP software products • Familiarity with financial planning, accounting, or financial modeling is essential
🏖️ Benefits
• Health Care Plan (Medical, Dental & Vision) • Retirement Plan (401k, IRA) • Life Insurance (Basic, Voluntary & AD&D) • Paid Time Off (Vacation, Sick & Public Holidays) • Family Leave (Maternity, Paternity) • Short Term & Long Term Disability • Training & Development • Work From Home • Wellness Resources
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