Client Outreach Retention Consultant assisting clients with fund transfers and educating them on investment options. Collaborating with internal teams and addressing client concerns to ensure client retention.
About the role
- Business Consultant responsible for providing business consulting, implementation, and support service activities for Microsoft ERP solutions. Requires strong accounting and technology understanding with diverse industry experience.
Responsibilities
- Address business problems by gathering information, analyzing, prioritizing and evaluating options, and then architecting integrated use of technologies to solve those problems
- Train and support users using Microsoft ERP Solutions and related tools
- Build and maintain strong, loyal, long term client relationships, managing implementations
- Apply proper accounting standards in planning and design decisions made relating to setup, process design flows, transactional testing and posting methodologies
- Develop general business and industry specific knowledge of innovative and “best practices” procedures and techniques in order to assist clients in identifying and solving problems
- Lead presales discovery and presentations (demonstrations); manage preparation and presentation of proposals
Requirements
- 6 years of experience working with operational accounting, product distribution and fulfillment, warehouse management, manufacturing, or other related business processes
- 4 years of experience providing business consulting services, supporting business systems, or implementing accounting / ERP systems
- Bachelor’s degree in relevant field of study or equivalent work experience
- Advanced MS Office skills (Ex: Word templates, Excel Pivot tables, SQL queries)
- Solid understanding of financial reporting concepts and standard bookkeeping procedures
- 4 years of previous experience working with ERP manufacturing modules
- 2 years of experience working with Microsoft Dynamics 365 Business Central
Benefits
- Flexible work arrangements
- Professional development
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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