position summary
ERP Non-Profit Consultant
The ERP Non-Profit Consultant will focus on the not-for-profit industry, learning how these businesses function from operations to key management reporting. This position will include delivering software solutions for implementing and supporting projects with high customer satisfaction and successful customer adoption. The NFP ERP Business Consultant works well independently or on a team and believes in delivering exceptional solutions to clients within the not-for-profit vertical. This candidate will be expected to communicate effectively, openly, and in a timely manner with team members, management, and clients.
Responsibilities of this role include the following:
Sockeye Team Member Expectations:
- Works and lives by Sockeye’s Core Values.
- Believe It's Possible.
- Live with Integrity.
- Empower to Succeed.
- See the Big Picture.
- Value Your Work.
- Challenge the Status Quo.
- Contributes to and supports Sockeye's Mission & Objectives.
- Demonstrates Hunger - self-motivated, hardworking, seeks knowledge/growth.
- Demonstrates Humility - defines success collectively, shows confidence and lacks ego.
- Demonstrates People Smarts - interpersonal awareness, great listener, engaging.
- Proactive communication.
- Holds yourself accountable for deliverables and deadlines.
- Provided timely and meaningful feedback to all team members.
- Active participant in chats & discussions.
Interpersonal Functions:
- Provide prompt, concise, and friendly communications providing high-quality service.
- Superior time management skills with the ability to manage priorities independently and successfully multi-task across projects, customers, and internal activities.
- Approach all situations with curiosity and is not afraid to explore the unknown.
- Build positive and lasting relationships with Sockeye clients while developing an in-depth understanding of customers’ businesses.
- Advocate for clients, team members, and the product.
- Work effectively independently and collaboratively in a team environment.
- Customer Focused with high customer satisfaction and successful customer adoption.
- Exhibit professionalism always.
Technical Functions:
- Collaborate with teams and customers to implement ERP software using Sockeye's methodology, driving on-time, in-scope, and on-budget delivery.
- Lead role on multiple simultaneous projects. (2-4)
- Manage workload on multiple projects simultaneously.
- Conduct requirements definition discussions.
- Design solutions.
- Configure software.
- Perform unit and integration testing
- Conduct training for customer end-users at all levels of the customer’s organization and relate system functionality to customer business requirements.
- Analyze complex business processes and interpret customer requirements into deliverable solutions (i.e. cost allocations, union payrolls, equity distributions, consolidations, etc.)
- Perform gap analysis between system functionality and client requirements.
- Demonstrate expertise with financial and accounting functions
- Manage complex migration projects from beginning to end
- Utilize and regularly contribute to team knowledge repository for best practices and lessons learned in form of knowledge base article (2 annual contributions)
- Encourage continuous improvement in the areas of reporting/dashboarding and automation for clients to improve their system functionality
- Effectively document customer business requirements into configurable software solutions and business management processes utilizing Sockeye’s best practices
- Monitor and respond to customer technical issues
- Ability to easily identify outliers in reviewing financial data
- Build industry-specific key performance indicators, reports, and dashboards
- Identify risks and monitor through necessary escalation channels
- Any additional assignments as requested by management.
Qualifications:
- Bachelor’s degree or greater in related field or equivalent work experience
- 1-2 years experience in consulting or auditing strongly preferred
- 1-2 years Sage Intacct experience required
- Sage Intacct Implementation certification required
- 1-2 years Not For Profit Accounting required
- Sage Intacct Accounting Specialist certification strongly preferred
Physical Demands:
- Endure various physical movements throughout the work areas
- Must be able to sit, type, answer phones, write correspondence and other
- Minimal, occasional travel
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
