Implementation Consultant

SurePoint Technologies Inc.•Austin, TX

14h

About The Position

About SurePoint SurePoint® Technologies delivers award-winning software that helps mid-sized law firms boost efficiency and maximize financial performance. Our cloud-based solutions connect client management, practice management, and financial systems to improve efficiency and collaboration. With over 40 years in legal tech and a team of CPAs, former lawyers, and top engineers, we understand what law firms need to thrive. We’re passionate about building tools that reduce administrative work – so our customers can focus on what matters most: serving their clients. Job Overview: The Implementation Consultant ensures flawless client onboarding experiences for our legal accounting software in the mid-market law firm space. This role acts as a key member of the Delivery team and plays an important role in successfully helping SurePoint meet our growth goals by allowing the organization to maximize resources in successfully onboarding a steady increase in clients monthly.

Requirements

Bachelor's degree from an accredited university in Accounting or Finance, or equivalent experience
2+ years of experience in an implementation role in a technology company (legal and/or accounting experience along with a SaaS model preferred)
Through internal training, ability to become knowledgeable about accounting and financial terminology and legal management software capabilities
Strong analytical and technical skills with Microsoft Suite, basic SQL
Strong communication and interpersonal skills
Flexibility and organizational skills within our deadline-driven and time-sensitive environment

Responsibilities

Implement our Legal Accounting software using proven and effective implementation techniques
Carry out project tasks and ensure timely completion of key milestones
Consult with clients on their business requirements to ensure that our products meet their needs
Provide consultation to clients from preliminary phase through go live and month’s end close processes
Understand client needs from the planning phase and translating that into the correct set up in our software
Promote adoption and understanding of our technology to clients so they can reach maximum productivity
Work closely with internal key stakeholders, sometimes across functions, to ensure a successful implementation
Work on SOW projects with existing clients as assigned
Operate like a small business, meeting utilization target with clients. Work independently without oversight
Address client issues in a timely manner and help guide client training and issue resolution
Work with internal project teams to gather requirements, iterate on client feedback, and champion best-practices
Ability to travel 10-25%