position summary
Sage 300 CRE Consultant
Sockeye is actively seeking a Sage Construction Consultant to support our Sage 300 Construction & Real Estate (CRE) team. In this position you will be responsible for providing exceptional support for our existing customer base and prospects. Using prior experience, training, and education, the ideal candidate will demonstrate effective communication and work closely with customers and other Sockeye team members to resolve challenges and improve customer processes.
Sockeye Team Member Expectations:
- Works and Lives by Sockeye’s Core Values:
- Believe It's Possible
- Operate 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
- Provides 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:
- Monitor and respond to customer technical issues.
- Use Sockeye’s Support Methodology to distill complex business ideas into succinct problem statements as part of the documentation process.
- Researching support issues via Help Center, Community KB, or Internal CRM case histories and referencing existing knowledge in support cases.
- Demonstrate an understanding of customer business processes.
- Clearly articulate system functionality through written and oral communication methods.
- Ability to speak to basic concepts of debits/credits.
- Ability to easily identify outliers in reviewing financial data.
- Ability to support clients with sub-ledger reconciliation process.
- Perform gap analysis between system functionality and client requirements including recommendation of alternative applications to achieve similar goals when necessary.
- Conduct training for customer end-users at all levels of the customers organization and relate system functionality to customer business requirement.
- Advanced proficiency with Excel (pivot tables, vlookups, macros, etc.) for efficient data mapping, integration, and migration of customer data.
- Schedule & perform year-end upgrades to client environments.
- Coordinate internal and client project team meetings.
- Utilize and regularly contribute to team knowledge repository for best practices and lessons learned in form of knowledge base article.
- Maintain Sage 300 Construction & Real Estate (CRE) certification.
- Any additional assignments as requested by management.
Qualifications:
- Bachelor’s degree in accounting, Business, MIS, or related field
- 4+ years’ Construction Accounting experience required
- 2+ years’ experience with Sage 300 CRE required
- Sage 300 Construction & Real Estate (CRE) certification preferred
- 1+ years’ experience in consulting on Sage 300 CRE preferred
- Knowledge of Sage Intacct a plus
Physical Demand:
- Endure various physical movements throughout the work areas.
- Must be able to sit, type, answer phones, write correspondence and other
Benefits:
- Medical Insurance
- Dental Insurance
- Vision Insurance
- Retirement Plan
- Paid Time Off
- Work/life Balance
- Remote Availability
