Financial Software Implementation Consultant

SymPro Software

Permanent | Full time | Remote

SymPro Software is seeking an experienced Financial Software Implementation Consultant with a passion for working with clients to onboard them with SymPro Investment and Debt solutions. SymPro provides integrated solutions to automate and simplify core investment, debt, and cash accounting operations. Our solutions help hundreds of public sector agencies increase accuracy and reliability in financial reporting and reduce manual effort.

SymPro headquarters are in Lafayette, CA, but the ideal candidate can work remotely.

RESPONSIBILITIES 

 
The Financial Software Implementation Consultant will be the key liaison between our customers and our internal teams, responsible for onboarding and training new SymPro clients. Specifically, the Financial Software Implementation Consultant will:

• Be the SME on our suite of treasury products.
• Own software implementations for new and existing clients.
• Provide software support and troubleshoot customer issues.
• Learn from customer interaction to identify best practices.
• Collaborate with the Product Manager and Dev team to improve solutions.
• Present webinars on products to existing clients.
• Assist sales team in RFPs and demos.
• Conduct client outreach to ensure optimal use of TDM solutions.
• Build strong customer relationships.
• Other duties and special projects as needed.

REQUIREMENTS

•  3+ years of success in training or implementation of financial software.
• Bachelor’s degree in accounting, Finance, or related field preferred.
• Experience with Helpdesk/Ticketing platforms.
• Self-starter who is comfortable wearing multiple hats.
• Effective phone and written communication skills.
• Positive and personable attitude with a customer service focus.
• Strong presentation skills.
• Experience in leading client trainings and webinars!
• Attention to detail and accuracy.  
• Some travel may be required for on-site training and implementations.

BENEFITS

• Access to Medical, Vision, Dental, & Life Insurance
• Competitive Bonus & Profit-Sharing Program
• PTO + Parental Leave
• Gym Stipend and Wellbeing Programs
• Tuition Reimbursement Program
• Work Remote & Flexible Work Schedule

 WHY SymPro?

We provide best-in-class financial software and services to public sector finance teams across the US. We are the leader in our space. We are a member of Constellation Software Inc. (CSU.TO) group, a rapidly growing acquirer of vertical market software companies, each focused on dominating its respective market niche. As a member of CSI, we have the best of both worlds: a small, agile business with a start-up mentality supported by a large financially stable global company.

At SymPro, we know the key to our success is our team. As such, our ideal candidates are positive, energetic, and passionate. We want team members who seek challenges and find innovative solutions to them, and who never stop growing personally and professionally. Our corporate culture emphasizes excellence, innovation, work-life balance, and personal and professional development. Along with a positive and autonomous work environment, we offer a competitive salary and bonus plan, full benefits, as well as outstanding career growth opportunities.

 If you are an exceptional individual who wants to work on an exceptional team, apply now!

SymPro Software promotes equal employment opportunities for all. We do not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, disability, national origin, veteran status, marital status or any other basis covered by appropriate law. All employment decisions are made based on qualifications, merit, and business needs. We welcome and encourage applications from people with disabilities and accommodations are available on request.