Senior Business Consultant (FinancialForce PSA)
We are looking for talented people to join our growing team as a Senior Business Consultant in our growing FinancialForce PSA practice. In this role, you will work with Professional Services organizations to identify, implement, and streamline Professional Services Automation (PSA) software from FinancialForce. This is a business consulting role working remotely from home and traveling 50-75%.
As a Consultant working with executives and managers within our client companies, you will deliver consulting services and configure FinancialForce PSA to support customer business processes. Engagements will involve business process workshops, documentation, data migration, system configuration, user acceptance testing, integration and training, and you will be involved in all phases of projects.
Our clients are located throughout the U.S., and many have global offices. In this role, you will work from home and travel to client locations as needed. Although many services can be delivered remotely, you should expect over 50% travel.
Responsibilities
- Configuration of Salesforce.com and FinancialForce PSA
- System design, data migration, documentation
- Review key project deliverables and participate in key project milestone meetings
- Travel to customer sites for project-related meetings
- Meet with customers and partners in a pre/post sales capacity to deliver subject matter expertise and consultation
- Maintain a mindset of continuous improvement, in terms of efficiency of processes, customer satisfaction and the growth of the organization
Experience/Education
- Minimum 2 years’ experience Salesforce.com administration.
- Experience should demonstrate a deep understanding of technology and business drivers and an affinity for client service and consulting.
- Knowledge of use and configuration of PSA Tools such as FinancialForce PSA is desired. Experience with OpenAir, Tenrox, ChangePoint, and others a plus.
- Preferred experience with project methodologies for effective project delivery within defined budgets and timeline
- Knowledge of document management and workflow procedures a plus.
- BS degree in IT, Engineering or Computer Science, MBA a plus
Skills/Attributes
- Ability to manage resources and work within various teams to get projects done
- Strong customer service orientation
- Strong oral and written communication skills. Has developed presentations and is able to speak and present effectively to a sophisticated senior management audience
- Ability to create technical and process documentation
- Ability to manage priorities across multiple, parallel projects
- Self starter requiring minimal direction for research and knowledge transfer
Company Description
TOP Step Consulting improves business efficiency and productivity for Professional Services business operations. We help our clients achieve profitability goals while allowing them to focus on building your business. For the last 5 years, SPI Research has ranked us among the Top Performing Professional Services Firms.
Our team is comprised of experienced Professional Services Automation (PSA) users who understand the challenges and rewards of managing an on-demand Professional Services Automation system in multi-office and global business environments.
We deliver a holistic approach to the complete professional services life cycle, fitting the needs of our clients whether they are just starting to investigate automated solutions or if they are looking to improve the systems and processes already in place.