Finance Systems Consultant

• Develop a strong understanding of the client's SaaS platform and how it works
• Understand customers' Accounts Payable processes and how they will adapt to the platform
• Understand the finance systems used by customers
• Design and deliver customer implementations
• Prepare and set up tailored pre-sales demonstrations
• Deliver demonstrations and support technical scoping as customer discussions progress
• Work with the Onboarding team on setup and design requirements involving SmartSync or premium integrations such as Sage Intacct and Business Central
• Build implementation plans and ensure they are executed correctly
• Work with existing customers on migrations
• Act as the technical lead on challenging implementations and help customers get back on track through post-installation troubleshooting
• Keep the knowledge base up to date and create or update training and support articles
• Scope and/or write plugins
• Collaborate across Sales, Onboarding, and Support with stakeholders across the business

• Strong IT knowledge across servers, SaaS, SQL, Windows, vibe coding, and APIs
• Understanding of finance team functions
• Excellent communication skills, particularly the ability to listen and understand customer requirements and communicate confidently and knowledgeably
• Innovative mindset with strong problem-solving skills and ability to think outside the box
• Ability to work effectively as part of a team
• Strong experience managing and maintaining databases using SQL and Azure, including Azure infrastructure
• Strong familiarity with Office 365, including OneDrive and SharePoint
• Experience managing Windows-based environments, including services and scheduled tasks
• Reasonable understanding of finance and its impact on technical systems, with ability to communicate effectively with finance teams
• Experience working with APIs, particularly when integrating business-critical applications
• Strong analytical skills with a proactive approach to researching and solving technical problems
• 5–7+ years' relevant experience within Consulting, Customer Success, or Technical Support
• Experience with finance systems including Sage 50, Sage 200, Sage Intacct, and Microsoft Business Central
• Experience with consulting and delivering projects, balancing business requirements with technical delivery, finance-team experience combined with SQL and server knowledge, or experience in finance software businesses such as Sage or Xero

• Remote work arrangement