Technical Consultant - Activation

Summary

Join our team as a Technical Consultant and play a key role in onboarding and activating customers. You will guide new and existing customers through a seamless transition, ensuring they quickly realize value from our solutions. Responsibilities include scoping project requirements, extracting data from customer systems, collaborating with internal teams, managing multiple projects, and providing technical leadership. You will bring clarity to complex configurations, anticipate risks, and offer insights to improve our processes. If you are confident with tools like MS SQL Server, comfortable juggling timelines, and thrive on delivering great customer experiences, we encourage you to apply. We offer a supportive and fun work environment with a comprehensive benefits package.

Requirements

• Experience managing onboarding, implementation, or activation projects for tech products or services
• Confidence in gathering customer requirements and translating them into clear technical scopes
• Strong collaboration skills, working effectively with customers and internal teams to deliver outcomes
• Problem-solving ability with experience identifying and addressing risks or blockers
• Technical skills in data extraction and manipulation, especially using tools like MS SQL Server and Access
• Excellent time management and multitasking capabilities across multiple projects
• A proactive mindset, offering guidance and support to colleagues where needed
• Comfortable using project management tools to document and track progress
• Curiosity and drive to stay current with industry trends and best practices
• Bachelor's Degree in Information Technology or related subject
• In lieu of degree, relevant equivalent experience required
• ITIL Foundations Certification
• Project Management Certification

Responsibilities

• Partner with the Adoption team to deliver seamless technical onboarding and activation experiences
• Scope and tailor activation plans to meet each customer’s unique needs and goals
• Collaborate across teams to meet project milestones and deliver value quickly
• Manage project risks and challenges effectively, escalating where necessary
• Lead data extractions from customer systems and configure our solutions to meet project specs
• Handle multiple customer implementations with efficiency and attention to detail
• Share feedback and insights with the wider business to help improve product adoption and user experience
• Keep accurate project records and contribute to process improvement initiatives
• Flex your skills across different teams when needed to support business priorities

Preferred Qualifications

• Familiarity with financial statements & financial processes is desirable
• Financial flair and accounting acumen are the cherry on top - previous experience in finance or accounting will give you an edge!

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, Roth 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