The Software Implementation Team at The Northlake Partners is responsible for setting our customers up for long-term success on our platform. We configure each solution to best achieve the unique needs of our customer, deliver the solution, train end-users, and provide post go-live services. Our process starts with gathering requirements from the customer and then configuring the software to meet those needs. We then train our customer’s staff and are available to assist with new requests and support as needed.
Initially, the Implementation Specialist will partner with a Project Lead and actively participate in the projects. We expect self-motivation and a willingness to dive in and quickly learn what is needed. Once mastered, this role will develop into a Project Lead position responsible for owning and managing customer projects.
The ideal candidate is someone with an understanding of accounting, payroll, or business systems. Candidates must enjoy learning new technology, solving problems, and interacting with customers.
Key responsibilities include
Receive requests from Project Leads and customers and assess and understand the business objectives, system needs and each assigned task
Understand and manage timeline and track progress of tasks
Communicate with customers and Project Leads
Provide customer training on software features
Troubleshoot issues and resolve them
Identify software bugs discovered
Other duties as assigned
The successful candidate will have
AA or BA/BS in Business, MIS, Accounting, or equivalent combination of education + experience
Background in Accounting, Finance, and/or Payroll
Strong written and verbal communication skills to translate support issues into solutions
Prior experience with transactional business software (QuickBooks, Microsoft Dynamics, etc.) is a plus
Proven relationship building and interpersonal skills to effectively work within our team
Excellent analytical skills coupled with a high level of initiative and responsibility
Ability to effectively execute in a high-pressure environment
Ability to conform to shifting priorities, demands and timelines
Proven ability to work in a dynamic multi-disciplinary team environment
Familiar with SQL Server, SQL Server Integration Services, and SQL Server Reporting Services