Technical Consultant - Adoption

Summary

Join Phocas as an Adoption Technical Consultant and help customers succeed with their software! You will deliver exceptional customer experiences by guiding them through the adoption and utilization of Phocas software. This role requires expertise in project management, technical skills, and a passion for customer success. You will plan and manage projects, ensuring stakeholder engagement and timely completion. The ideal candidate possesses strong project management skills, technical experience, and a customer-centric approach. This position offers a chance to make a significant impact on customer satisfaction and business outcomes.

Requirements

• Project management experience - expertly scope, plan, execute and close project, ensuring stakeholder engagement and clear timelines and deliverables for quick, effective completion
• Experience in a technical or customer-facing role such as onboarding specialist, technical consultant, support engineer, solutions engineer, customer success consultant, or technical project manager would be highly valuable
• Strong knowledge of project management tools such as Smartsheet's and JIRA
• Be a customer crusader - Possess an ability to build strong relationships, deliver exceptional experiences and put a smile on every customers face!
• A champion of agile methodologies, including the ability to manage and prioritize multiple projects simultaneously
• Familiarity with customer adoption and engagement metrics and ability to analyze data to drive insights and actions
• Bachelor's Degree in Information Technology or related subject
• In lieu of degree, relevant equivalent experience
• ITIL Foundations Certification
• Project Management Certification

Responsibilities

• Deliver onboarding projects for new and existing customers that deliver value by driving early usage and engagement
• Identify and understand customer needs and requirements and tailor adoption projects to meet those needs
• Plan and manage projects that keep stakeholders engaged, with a shared sense of urgency and purpose, driving quick and effective project completion through clear timelines, milestones and deliverables
• Implement and configure Phocas software and deliver training where required to meet project milestones
• Maintain clear and frequent communication with all project stakeholders to maintain project momentum at all time
• Collaborate with technical teams (Activation/Solutions/Product) to provide feedback on customer needs and preferences
• Prepare to face challenges head-on! Anticipate project risks and issues, confidently address them, mitigate risks and issues, escalating where required
• Keep clear and accurate records in our project management tools at all times. Your meticulous attention to detail will ensure nothing slips through the cracks

Preferred Qualifications

• A good knowledge of relational databases including T-SQL, MySQL, and PostgreSQL, with a sprinkle of REST API knowledge for that extra advantage!
• Financial flair and accounting acumen are the cherry on top - previous experience in finance or accounting will give you an edge!
• Familiarity with financial statements & financial processes is desirable

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