Remote Otter LogoRemoteOtter

Technical Consultant - Activation - Remote

Posted 4 days ago
All others
Full Time
USA

Overview

We’re on the hunt for a proactive and tech-savvy Technical Consultant to join our team and play a key role in onboarding and activating customers. You'll work closely with our Adoption team to guide new and existing customers through a seamless transition from sales to launch, ensuring they quickly realise value from our solutions.

In Short

  • Partner with the Adoption team for seamless onboarding.
  • Scope and tailor activation plans for customers.
  • Manage multiple customer implementations efficiently.
  • Extract data and configure solutions based on project specs.
  • Identify and address project risks effectively.
  • Collaborate across teams to deliver value quickly.
  • Document and track project progress using management tools.
  • Provide insights for improving product adoption.
  • Proactive mindset to support colleagues and improve processes.
  • Experience in finance or accounting is a plus.

Requirements

  • Experience in managing onboarding or activation projects.
  • Ability to gather and translate customer requirements.
  • Strong collaboration skills with customers and teams.
  • Problem-solving skills to identify risks.
  • Technical skills in data extraction, especially with MS SQL Server.
  • Excellent time management and multitasking abilities.
  • Proactive approach to offering guidance.
  • Curiosity to stay updated with industry trends.
  • Comfortable using project management tools.

Benefits

  • 30-day work from anywhere policy.
  • Public holiday swap option.
  • Comprehensive healthcare benefits.
  • Supportive work culture focused on employee happiness.
  • Opportunities for professional growth and development.
Phocas Software logo

Phocas Software

Phocas Software is a high-growth technology company specializing in business planning and analytics solutions. With over 20 years of experience, Phocas has helped more than 2,300 companies transform complex business data into actionable insights that drive performance. Despite its global presence and a team of 300 talented individuals, Phocas maintains a vibrant start-up culture that emphasizes fun, creativity, and personal fulfillment. The company is dedicated to supporting its employees in pursuing their passions, whether that involves innovative sales strategies, wellness initiatives, or work-life balance. Phocas offers a flexible work environment, including a remote work policy, and a comprehensive benefits package designed to enhance employee satisfaction and productivity.

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