Source description
About the role
As the Client Engagement and Requirements Gathering specialist, you will be responsible for acting as the primary functional point of contact for clients throughout the project lifecycle. Your key responsibilities will include: - Leading discovery sessions to capture business and financial requirements. - Documenting future-state processes, system requirements, and gaps using standard templates. - Defining system dimensions such as entities, departments, locations, and projects to support client reporting needs. - Driving measurable success in client onboarding through timely delivery, alignment with financial reporting requirements, and system adoption. In the Solution Design and Configuration phase, you will collaborate with Solution Architects, reporting lead, and technical teams to ensure end-to-end solutions. Your tasks will involve: - Designing and configuring Sage Intacct and associated tools (BILL, Nexonia, Expensify, Divvy) to align with client needs. - Incorporating best practices in accounting and financial operations, including revenue recognition, project costing, and reporting. - Leading change management discussions to ensure client teams understand and adopt new workflows and financial processes enabled by the tech stack. During Implementation and Testing, your responsibilities will include: - Onboarding clients onto the Consero tech stack and configuring advanced modules. - Executing test strategy and coordinating user acceptance testing (UAT). - Extracting, transforming, and validating legacy master data; mapping to future-state structure. - Supporting data migration, including historical financials. In the Training and Go-Live Support phase, you will: - Deliver client training sessions on configured systems and processes. - Train internal teams on new client-specific solutions and workflows. - Provide support during the first month of Go-live. As part of Project Oversight and Risk Management, you will be required to: - Monitor tasks via Smartsheet and coordinate with cross-functional teams. - Escalate risks, scope changes, and timeline impacts to the Project Manager promptly. - Track client sentiment and maintain alignment to ensure successful delivery. No additional details of the company are provided in the job description. As the Client Engagement and Requirements Gathering specialist, you will be responsible for acting as the primary functional point of contact for clients throughout the project lifecycle. Your key responsibilities will include: - Leading discovery sessions to capture business and financial requirements. - Documenting future-state processes, system requirements, and gaps using standard templates. - Defining system dimensions such as entities, departments, locations, and projects to support client reporting needs. - Driving measurable success in client onboarding through timely delivery, alignment with financial reporting requirements, and system adoption. In the Solution Design and Configuration phase, you will collaborate with Solution Architects, reporting lead, and technical teams to ensure end-to-end solutions. Your tasks will involve: - Designing and configuring Sage Intacct and associated tools (BILL, Nexonia, Expensify, Divvy) to align with client needs. - Incorporating best practices in accounting and financial operations, including revenue recognition, project costing, and reporting. - Leading change management discussions to ensure client teams understand and adopt new workflows and financial processes enabled by the tech stack. During Implementation and Testing, your responsibilities will include: - Onboarding clients onto the Consero tech stack and configuring advanced modules. - Executing test strategy and coordinating user acceptance testing (UAT). - Extracting, transforming, and validating legacy master data; mapping to future-state structure. - Supporting data migration, including historical financials. In the Training and Go-Live Support phase, you will: - Deliver client training sessions on configured systems and processes. - Train internal teams on new client-specific solutions and workflows. - Provide support during the first month of Go-live. As part of Project Oversight and Risk Management, you will be required to: - Monitor tasks via Smartsheet and coordinate with cross-functional teams. - Escalate risks, scope changes, and timeline impacts to the Project Manager promptly. - Track client sentiment and maintain alignment to ensure successful delivery. No additional details of the company are provided in the job description.