Implementation Consultant III – Financial Saas

Implementation Consultant III – Financial Saas

Requirements

• 8+ years of relevant work experience in a customer-facing role, preferably within a SaaS organization or consulting firm that delivers SaaS services
• 5+ years of global project management or consulting experience
• 5+ years domain expertise in any of the following areas: Accounts Payable, Accounts Receivable, Billing, Expense Management, Corporate Travel, Procurement, and Corporate Card Program
• Experience building processes and programs that benefit customer outcomes
• Comfort-leading customer engagements that may contain both technical and non-technical work streams
• Excellent communication skills, both with customers and within an organization
• Demonstrated ability to provide customized solutions to a variety of customers
• Ability to resolve issues and risks in a cross-functional and collaborative way.
• Strong sense of urgency in driving projects to completion while achieving the desired business outcomes.

Responsibilities

• Work closely with customers to discover their business needs and challenges and then coach them on the best ways to use Brex to solve them
• Play a critical role in scoping, consulting, implementing, and achieving customer outcomes with the Brex platform
• Partner with customers & project manage global enterprise implementations and launches including confirming the global rollout plan, project plan, mobilizing stakeholders, and tracking activities through implementation
• Lead consultative design workshops leveraging prior spend data to provide best-practice solutions
• Develop strategies and tactics to ramp up spending activity mid-implementation
• Configure, test, and validate the site with the customer to ensure the product fits their needs and functions as intended
• Oversee the integration of the customer’s accounting software with the Brex platform or partner with Technical Consultants to scope and implement the proper solution
• Manage the customer relationship and expectations, working diligently to provide solutions to any challenges
• Build a multi-threaded relationship with the customer including senior leaders through to operational or day-to-day stakeholders
• Work cross-functionally as a member of the Brex account team to deliver a smooth customer experience, including knowledge sharing and keeping our Sales and Customer Success partners informed on customer engagements
• Adapt quickly to product changes and limitations, and communicate these strategically to stakeholders
• Develop familiarity with the product roadmap and provide a key voice into future iterations of the product roadmap
• Build and execute a prioritization strategy for managing multiple high-touch customer relationships
• Collaborate with internal business development and partnerships teams to further align on partner-led solutions to support enterprise customer needs
• Provide global change management planning to clients including guiding execution of their change management approach. Guide clients on their communication approach, training materials, and training execution.

Preferred Qualifications

• Implementation experience in Financial, Expense Management, or ERP Software space