Responsibilities
- Deliver Accounting platform consulting and organizational change management to complex Business Offices, large and small.
- Platform transition options consulting: Through discovery and collaboration with the client, evaluate, demo, and revise setup options.
- Orchestrate successful Business Office change management, where the tailored configurations, once approved, are documented, socialized, and deployed.
- Business Office workflow consulting: Create documented models to support the ways the school's Business Office can best leverage the Veracross Accounting module to support their operation.
- Alongside the Veracross Lead Project Manager, develop Business Office implementation project plans based on the Accounting module configuration.
- Develop and orchestrate tailored Accounting support handoffs.
- Mentor clients in their chart of accounts design as needed.
- Coach Implementation Managers from basic Accounting consulting proficiency to moderate Accounting consulting proficiency.
- Write and update internal documentation to support continuous improvement of a standardized, best practice, Accounting implementation process, including training and adoption.
- Lead direct training engagements for strategic and high-complexity Accounting offices.
- Develop and maintain Accounting module product feedback that emerges from direct consultations.
- Achieve consultation success on time, and on budget.
- Participate with Marketing and Sales in 2-3 Independent School Business Office conferences a year.
Team
Team size: 370. Structure: global tech company with employees in the US, UK, and Australia
