Solutions Analyst

Summary

Join Rev.io as a Solutions Analyst and leverage your business acumen and PSA/MSP expertise to craft innovative solutions for our clients. You will be a key member of the client onboarding team, collaborating with Project Managers and Data Engineers. This role demands excellent communication, technical skills, and the ability to translate high-level requests into actionable tasks. We offer a supportive and collaborative environment, as evidenced by our 97% employee satisfaction rating in a recent survey. The position requires a Bachelor's degree in a related field, 1+ years in a client-facing role within a SaaS platform, and 4+ years of professional experience. We provide a comprehensive benefits package including generous HSA contributions, 401k matching, unlimited PTO, and more.

Requirements

• Possess excellent verbal communication skills. Ability to listen and formulate coherent arguments
• Possess excellent written communication skills and the ability to create technical documentation and presentations
• Be able to understand and learn to configure software
• Be highly organized and have the ability to manage multiple projects and commitments
• Be able to take high-level requests and translate them into actionable work tasks with a stellar work ethic and sense of urgency
• Have the ability to identify business opportunities
• Have the ability to present creative solutions to situations
• Be focused on the desired end result and do what is necessary to deliver
• Be a good team player and proven relationship builder that puts team before self
• Demonstrate ability to logically step through a problem and complete root cause analysis on complex issues
• Thrive on change because every client is unique
• Have a Bachelor’s degree in Business, Information Technology, Computer Science, Computer Information Science, or a related field
• Have 1+ years in Client Success, Implementation, Analyst, or related role for a SaaS platform
• Have 4+ years of professional, working experience
• Have the ability to come into the office and work with the team
• Possess strong analytical capabilities and technical proficiencies

Responsibilities

• Advise clients on how configuration of the Rev.io platform will help them achieve their goals. Specifically for the Rev.io - PSA product
• Identify requirements using interviews, questionnaires, data analysis, review of existing systems, reports, and site visits
• Identify, document, and communicate requirements that will drive change orders
• Effectively communicate with clients to complete configuration deliverables
• Collect and validate configuration data with the Data Migration Engineer
• Hands-on configuration of the Rev.io platform to meet client objectives
• Support client and project team during testing and go-live phases
• Use your technical skills to troubleshoot and inspect data to complete a root cause analysis on issues

Preferred Qualifications

• Have SQL knowledge and experience
• Have PSA or MSP industry experience

Benefits

• Generous HSA employer contribution
• 401k with generous company match and immediate vesting
• Unlimited PTO
• Paid Parental Leave
• Company paid for life and disability insurance
• Monthly tech reimbursement
• Monthly fitness reimbursement
• Education and development stipend
• Time off to volunteer at the organization of your choice, as well as company-level volunteer opportunities
• Clear and documented career path for your position
• True open-door policy with opportunities to give feedback to leadership on a continual basis through 1:1 sessions multiple times per year