Functional Consultant Lead
1 week ago
Role Overview:As a Senior Functional Consultant specializing in system implementations for FaaS clients, you will play a key role in delivering high-quality solutions. Youll be responsible for ensuring smooth, tailored implementations with a strong emphasis on Sage Intacct's modules. Your ability to build strong client relationships, navigate complex requirements, and collaborate effectively with cross-functional teams will be essential to successful client onboarding and satisfaction.Key Responsibilities:Client Engagement & Requirements Gathering
- Act as the primary functional point of contact for clients throughout the project lifecycle.
- Lead discovery sessions to capture business and financial requirements.
- Document future-state processes, system requirements, and gaps using standard templates.
- Define system dimensions (entities, departments, locations, projects) to support client reporting needs.
- Drive measurable success in client onboarding through timely delivery, alignment with financial reporting requirements, and system adoption
Solution Design & Configuration
- Collaborate with Solution Architects, reporting lead and technical teams to ensure end-to-end solutions
- Design and configure Sage Intacct and associated tools (BILL, Nexonia, Expensify, Divvy) to align with client needs.
- Incorporate best practices in accounting and financial operations, including revenue recognition, project costing, and reporting.
- Lead change management discussions, ensuring client teams understand and adopt new workflows and financial processes enabled by the tech stack.
Implementation & Testing
- Onboard clients onto the Consero tech stack and configure advanced modules
- Execute test strategy and coordinate user acceptance testing (UAT).
- Extract, transform, and validate legacy master data; map to future-state structure.
- Support data migration, including historical financials.
Training & Go-Live Support
- 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
Project Oversight & Risk Management
- Monitor tasks via Smartsheet and coordinate with cross-functional teams.
- Escalate risks, scope changes, and timeline impacts to Project Manager promptly.
- Track client sentiment and maintain alignment to ensure successful delivery.
External Skills And ExpertisePreferred Qualifications:
- Sage Intacct Implementation Specialist and/or Advanced Module certifications.
- Experience with other financial systems (Salesforce, BILL, Nexonia, Expensify, ADP).
- Familiarity with Smartsheet or other task/project management tools.
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