About the Opportunity
We're seeking a dynamic and mission-driven consultant to join our high-performing Managed Services team. In this strategic, client-facing role, you'll work directly with colleges and universities to drive digital transformation, modernize their financial operations, and help deliver lasting institutional success. As a consultant, you won't just implement software—you'll become a trusted advisor to our customers. You will guide them through the transition to SaaS-based solutions, optimize the value of their systems, and ensure high-impact adoption across campus finance functions.
Core Responsibilities
- Accountable for all aspects related to service delivery of our finance solution, including driving delivery improvement and engaging with our higher education customers.
- Collaborate with consulting teams and peers to ensure customer and project expectations are exceeded.
- Identify and remediate issues that impede enabling customer greatness.
- Drive innovative and transformative strategies to ensure successful SaaS implementations.
- Continuously improve the customer experience by ensuring development, use, and maintenance of service artifacts that exceed customer expectations.
- Proactively prepare for and deliver high-quality consulting services.
- Success will be measured by customer satisfaction, achievement of projects, and utilization targets.
- Consult with customers to drive performance improvement, own problems, and execute with precision and professionalism.
Essential Qualifications, Skills, and Technologies
- Experience with finance products (3 years).
- Experience related to implementation, training, or consulting (2 years).
- Experience related to higher education with a focus on finance.
- Strong communication and presentation skills.
- Must present a professional demeanor and demonstrate core values.
- Ability to communicate with C-level leaders and project leaders both internally and externally.
- Ability to enable delivery readiness, conduct problem-solving, and root cause analysis.
- Strong prioritization and organizational skills.
- Ability to manage activities based on the impact to the business.
- Ability to multitask and meet varying deadlines consistently, effectively, and efficiently.
- Ability to work independently and in a team environment.
- Ability to travel onsite to deliver consulting and implementation services based on delivery methodology.
Preferred (Nice-to-Have) Skills or Experience
- Experience with SaaS-based solutions.
- Familiarity with digital transformation strategies.