Financial Architect

Published date Posted on RemotiveIO on Nov 18, 2022 (17 d ago)

Role Description

Mission:

Architect and lead Sage X3 financial projects, as well as mentor less experienced Sage X3 team members while continuing to define and build NexTec Sage X3 best practices to drive successful implementations and delight customers. Serve as a finance industry and Sage X3 thought leader.

Objectives (Key Outcomes):

  • Lead multiple simultaneous ERP implementations and customer engagements.
  • Achieve utilization, quality and customer satisfaction standards as established by leadership.
  • Works closely with cross-functional consulting teams, to ensure success.
  • Provide review and quality assurance for SOWs and Work Orders which includes (writing, estimating, reviewing with customer, and coaching other team members on related activities).
  • Collaborate with project managers to assign tasks according to team members' skill sets and within alignment of SOW, Business Process Review (BPR) documentation, and NexTec methodology.
  • Provide thought leadership in Sage X3 and overall consulting skills, to create and provide coaching and training for less experienced team members.
  • Continue to develop soft consulting skills, including:
  • o Thought Leadership
  • o Mentoring & Coaching
  • o Negotiating
  • o Objection Handling
  • Presentation Development and Delivery
  • Pre-Sales Support

Responsibilities

  • Demonstrate expert proficiency with designing the entire system and building industry best practices.
  • Lead requirements gathering and design activities with the intent of ensuring overall system design will meet customer requirements, interact with consulting team and client core team to collect information, lead and/or oversee and provide guidance on configuration, training, testing, and go live activities for all sizes and scopes of projects.
  • Provides guidance and coaching to team members.
  • Serve as first line of functional escalation resolution with customers and team members for assigned accounts and proactively communicate overall project status and risks to project managers and consulting leadership.
  • Provide coaching and quality assurance to ensure team members are following NexTec Implementation Methodology and best practices, collaborate to revise methodology to ensure successful implementations, and advise on industry and Sage X3 best practices.
  • Maintain yearly utilization goals as defined by leadership.
  • Demonstrate excellent verbal and written communication skills, including:
  • The ability to communicate to team members in a professional and effective manner;
  • Tailor communication style in order to communicate at multiple levels of an organization and provide guidance to less experienced team members;
  • Facilitate group discussions with team members and customers;
  • Develop accurate written material and provide guidance and support to less experienced team members to ensure NexTec's standard of excellence;
  • Independently manage work schedule and organize assigned tasks to meet deadlines.
  • Work with project managers to identify, prioritize, and delegate project tasks to team members.
  • Manage, coach, mentor, and teach NexTec team members assigned to same project.
  • Expert at negotiating resolutions to business/process/functional issues with business stakeholders.
  • Participate in selling activities as a SME on the product.
  • Thought leader on change management.
  • Perform Project Quality Assurance in accordance with NexTec QA process.
  • Collaborate with other experts on the team to define and develop QA standards.
  • Collaborate with project manager and team to resolve customer escalations.
  • Other duties as assigned.

Education and Experience

Minimum Requirements

  • Bachelors' Degree in Business, MIS, Computer Science, Finance, Supply Chain, Cannabis, or equivalent combination of education and experience.
  • Has significant experience in all aspects of ERP lifecycle from kick-off through optimization and support.
  • Expert Sage product business and technical knowledge.
  • Sage X3 Financial Certification required.
  • Results-oriented individual who can prioritize and execute activities in a high-pressure environment.
  • Professional demeanor, able to work well with other team members as well as customers.
  • Can do attitude and a strong work ethic.
  • Ability to take direction, as well as work autonomously.
  • Clean, valid Driver's License with no DUI's and the ability to pass a background check including no drug charges.
  • Ability to travel in the US and Canada from 40% to 80%.

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