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Consultant, Managed Services

Vena Solutions

Vena Solutions

Toronto, ON, Canada
Posted on Tuesday, June 4, 2024

This is a flexible position and has the option of working in our Toronto office full time, hybrid throughout the week or working entirely remotely within Canada. #LI-REMOTE

Are you someone who loves to build deep and meaningful client relationships? Do you enjoy applying your technical consulting skills to our customers, making them wildly successful on the Vena platform? Then the Consultant, Managed Services role at Vena Solutions might be a great fit for you!

Vena is investing in a new offering called Managed Services that provides dedicated customer-first services for our post-launch customers. As a Managed Services Consultant, you will own and manage a defined portfolio, act as an extension into the organization and provide a personalized experience for our customers. You will be responsible for ensuring their ongoing success on the Vena platform. You will provide advisory and best practice guidance, delivery training, education and deploy technical configuration for our customers. We are looking for sharp finance and tech-savvy minds with a passion for making peoples’ lives better. You will work directly with our clients on a regular basis and enable them for success.

What you will do:

  • Maintain and manage a portfolio of customers subscribed to Expert Services offering
  • Build and foster strong client relationships, gaining credibility and trust
  • Provide design and architectural guidance applying best practices and product knowledge for our customers
  • Regularly touch base with clients throughout the contract life cycle and participate in business reviews and product feature demonstrations
  • Conduct one-on-one training session and provide ad-hoc coaching for design and template construction
  • Provide technical configuration for the customer including data modeling, Vena scripts, template build/design etc.
  • Work with clients on strategic planning and roadmap for expanded use of Vena
  • Partner with Customer Success team to nurture the customer in being a Vena advocate and identify expansion opportunities

Does this sound like you?:

  • You have 4+ years of software implementation, consulting or finance/accounting experience
  • You are customer service focused and in possession of superior client interaction skills, with the ability to communicate to all levels across an organization including C-Level leaders when needed
  • You have exceptional organizational, presentation, and communication skills
  • You demonstrate a strong knowledge of financial processes and applications such as budgeting, forecasting, financial consolidations, month-end close processes, and general reporting
  • You are a proven top performer with a diligent work ethic and willingness to go the extra mile to ensure Customer Success
  • You have technical prowess, love to play with technologies, and have the ability to quickly grasp complex technical concepts, making them easily understandable to a variety of end users
  • You are tenacious and have a talent for solving sticky situations, creating consensus and turning customers into advocates
  • You are a great team player and can also thrive in self-managed and independent environments