About this role

Maintain and manage a portfolio of customers
Build and foster strong client relationships
Provide design and architectural guidance applying best practices
Regularly touch base with clients throughout the contract life cycle
Conduct one-on-one training sessions and provide coaching
Provide technical configuration for the customer including data modeling and template design
Work with clients on strategic planning and roadmap for expanded use of Vena
Partner with Customer Success team to nurture customer advocacy

4+ years of software implementation, consulting or finance/accounting experience
advanced proficiency in Microsoft Excel
customer service focused with superior client interaction skills
exceptional organizational, presentation, and communication skills
strong knowledge of financial processes and applications such as budgeting, forecasting, financial consolidations, month-end close processes, and general reporting
proven top performer with a diligent work ethic
technical prowess with an ability to quickly grasp and explain complex concepts
ability to solve sticky situations and turn customers into advocates
great team player and ability to thrive in self-managed environments

Consultant, Managed Services

Key skills