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:
- 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.
- 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 in financial and accounting functions.
- Understand how to follow U.S. GAAP while being compliant with both SEC and FASB guidelines.
- Advanced proficiency with Excel (pivot tables, VLOOKUP’s, macros, etc.) for efficient data mapping, integration, and migration of customer data.
- Use standard CSV file uploads and/or ability to utilize an API tool for uploading large data sets.
- Demonstrate expertise in understanding and translating accounting data in Excel.
- Manage complex migration projects from beginning to end.
- Assist in the conceptual design and architecture of advanced solutions.
- Identify product or process gaps and/or inefficiencies.
- Utilize and regularly contribute to the team's knowledge repository for best practices and lessons learned in the form of knowledge base articles.
- Encourage continuous improvement in the areas of reporting/dashboarding and automation for clients to improve their system functionality.
- Understand integrations and create appropriate mappings with 3rd party applications.
- Maintain a working knowledge of 3rd party applications to support Account Manager as a technical resource in seeking addon solutions.
- 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.
- Able to easily identify outliers in reviewing financial data.
- Coordinate internal and client project team meetings.
- Identify risks and monitor through necessary escalation channels.
- Create status reports and run client status calls highlighting upcoming and overdue tasks.
- 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
