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Strategic Consultant (Remote within Canada/US)

Multiview Financial Software

Multiview Financial Software

Ottawa, ON, Canada
Posted on Oct 17, 2024

Strategic Consultant (Remote within Canada/US)

Reporting to the Manager, Consulting Services, the key focus of a Strategic Consultant is to nurture strong team and client relationships throughout assigned projects, based on clients’ contract specifications originating from the Client Success Executive group and the Implementation Team

The responsibilities will include, but are not limited to:

  • Commitment to solving business problems, with a focus on value above expectations
  • Own the client onboarding experience by planning, executing, coordinating client activities, tracking progress, and managing risks at all times.
  • Actively participate in continually improving processes and team initiatives
  • Support the Client Success Group as a technical resource when working with clients on End Month End assessments and in-depth quoting.

WHAT WE ARE LOOKING FOR:

At Multiview, being creative with great communication and problem-solving skills is really important, but equally so are having a passion for driving client success and the desire to be a contributing member of our culture, where the genuine care of people is our compass.

The 'Strategic Consultant’ will be a consultant for the Strategic Consulting division, within the Professional Services department and will work closely with the Manager, Consulting Services and Strategic Consulting Lead to help the team and clients with their software post-implementation. The Strategic Consultant works directly with clients and internal departments to ensure a successful project deliverable within the project scope and budget. In addition, Strategic Consultants work closely with Client Success Executives to help a client analyse their processes and automations and help in making month ends a thing of the past.

If this sounds like you, read on!

WHAT YOU WILL DO:

  • Understand client project requirements initiated by the Client Success team and help design a comprehensive strategy for achieving the successful outcome of the project,
  • Become a key partner in helping clients achieve end month end goals and working closely with Client Success Executives to achieve positive results,
  • Connect with clients to execute project plans that are on time, on-budget with the highest client satisfaction,
  • Be the subject matter expert and aid clients with processes shaped around Multiview Post-implementation,
  • Lead key activities including workflow assessment, workflow optimization, developing automations and Post Go-Live planning
  • Facilitate client testing, using good problem-solving and analytical skills,
  • Assist in training and instructing users with respect to setups and day-to-day activities using extensive, in-depth knowledge of Multiview products and client business,
  • Consult and make recommendations to management on operational issues and objectives,
  • Maintaining a highly detail-oriented eye to client project plans, while exercising good interpersonal and organizational skills,
  • Work closely with the Client Success team and Professional Services members to constantly evaluate and improve the onboarding experience of clients,
  • Prioritizing work and performing multiple tasks simultaneously while adhering to deadlines,
  • Proactively communicate with clients and stakeholders to manage development requirements and escalations,
  • Foster a collaborative work environment in alignment with Multiview values, building and advancing the reputation of the company and its clients.

Key Relationships:

  • Manager, Consulting Services
  • Strategic Consultant, Lead
  • VP Client Success
  • Client Success Executives and Professional Services Teams
  • Multiview Clients

Work Environment:

  • Work independently with minimal supervision
  • Extensive collaboration with team members and other departments
  • Remote work option

COMPETENCIES PORTFOLIO:

  • Teamwork – works with multiple teams cross-functionally, and must know how to effectively address the needs of each team while always keeping the client’s outcomes as the driver
  • Problem-solving – Proactive in anticipating and resolving problems. Strong analytical and problem-solving skills to meet the requirements of the project are required
  • Organization – Ability to handle multiple projects simultaneously to meet deadlines and prioritize tasks to ensure a smooth client support experience and operational excellence
  • Initiative – Seeks, accepts, and completes new tasks using own initiative; works independently with little supervision.
  • Interpersonal Skills – Ability to effectively communicate and work with various team members both internally and externally. Excellent verbal and written communication skills are required
  • Action-Oriented– Enjoys working hard smart; is action-oriented and full of energy for taking initiatives

KNOWLEDGE, EXPERIENCE, AND SKILLS REQUIREMENTS:

  • Bachelor’s degree/ diploma in a Finance or Accounting, or equivalent experience
  • Experience level: 3-5 yrs in role similar role
  • Advanced Multiview Software Experience is required
  • Experience leading innovative and solution-focused outcomes in a collaborative environment
  • Demonstrated accountability for exceeding client expectations in a business-to-business (B2B) environment
  • Resourceful and self-motivated, ability to work under minimal supervision and/or strict deadlines, on multiple projects
  • Excellent communication skills, both written and verbal, with the ability to listen, understand, educate, and influence
  • Demonstrated analytical, organization, interpersonal, problem solving, project management, and change management skills
  • Strong relationship builder with demonstrated success in building rapport and credibility with the team and clients
  • Innovative thinker with a growth mindset
  • Advanced technical and analytical skills in pinpointing usage and specifications of key client automations
  • Willingness to be coached, mentored and driven to reach your fullest potential
  • Experience effectively representing Multiview’s values, building and advancing the reputation of the company and its clients.

WHAT WE WOULD LOVE TO SEE?

  • Prior experience working in a SaaS environment is considered an asset
  • 3+ years of Multiview Financial product or Enterprise software experience is considered an asset

Experience comes in many forms, many skills are transferable, and passion goes a long way. If your experience is this close to what we are looking for, consider applying. We know that diversity of thought makes for the best problem-solving and creative thinking, which is why we are dedicated to adding new perspectives to the team and encouraging everyone to apply.

ABOUT US:

Multiview builds powerful, easy-to-use financial applications for clients across North America. As a leader in the ERP/Financial Software industry, we partner with sophisticated clients across multiple industries to End Month End™. We are extremely proud of the company we have built. Bringing together professionals with diverse backgrounds, talents, and expertise is vital to making our company stronger.

Our people-first culture is our biggest advantage and we are excited to share that commitment with you!

WHY JOIN MULTIVIEW?

At Multiview, you can make an impact that matters in a way that you never thought possible. With endless opportunities at every turn, and a company culture built to empower and develop our people to be the very best they can be, Multiview is THE Software Company for you to learn, grow, create, connect, and lead. We do this by taking care of our employees first.


“Multiviewers” strongly believe that a great job should keep you happy both at work and in life and we encourage that by offering:

  • Competitive Compensation with benefits from Day 1
  • 4 weeks’ vacation to start, additional paid time off to supplement work-life balance, wellness, and mental health days
  • Company paid competitive Benefits including Extended Health, Dental, Vision, and more
  • Workplace Flexibility (Choice to work remotely in Canada or from our HQ office in Ottawa, ON)
  • Health and Wellness Perks
  • Continuous growth opportunities, professional development training allowances and leadership development

APPLICATION INSTRUCTIONS:

Please submit your resume, and a cover letter describing, why you are a unique fit for this position by applying to this posting.

We thank all applicants for expressing their interest in Multiview; however, only those candidates selected for an interview will be contacted.

Multiview is committed to providing an inclusive and accessible candidate experience. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to meet your needs.