Integrations Consultant (PM)
As an Integrations Consultant, you will be responsible for mapping client workflows in their current state and documenting ideal future state leveraging ServiceTrade and their accounting system. Ideally, you have an accounting and construction background, and are able to solve integration questions in a creative, resourceful manner. We are looking for a candidate who has leadership experience, customer service experience, excellent communications skills, is team-oriented, self-motivated, and is able to handle multiple projects at one time. A natural curiosity, intelligence, grit, and focus on learning and improving day over day is required.
Key Responsibilities and Activities
- Out of the box thinker helping customers understand how to best utilize their accounting system with ServiceTrade
- Advising Customer Success project teams on product integrations, configuration, and support.
- Act as the liaison between Sales and Customer Success on the workflow developed during the sales process.
- Work directly with clients through discovery, design, and training to configure ServiceTrade and their accounting system to meet the business needs of the client.
- Facilitate integration software demonstrations for clients.
- Update customers on issues related to their integration and work on a resolution
- Work with Project Managers to ensure successful client implementations
- Help mentor Implementation Specialists, Project Managers, and Support Specialists, teaching them effective methods of process mapping and best practices with integrations
- Execute plans for assigned projects including 1-on-1 consultative sessions with clients
- Assist customers with implementation questions related to products & services
- Proactively communicate successes/failures to internal and external stakeholders
- Maintain documentation that supports successful implementation
- Provide feedback to improve external and internal project resources
- Collaborate with other departments to find customer solutions when needed
Required Knowledge, Skills, and Experience
- 2-3 years in an accounting role with construction background
- Experience using QuickBooks, Sage Intacct, or similar software
- Experience process mapping
- Exceptional listening, communication, and presentation skills
- Ability to become the Subject Matter Expert of ServiceTrade
- Strong organizational/time management skills
- Quality-focused with an understanding of customer service, problem solving, documentation, analyzing information, and the ability to listen
- Highly organized with an ability to prioritize activity and quickly make autonomous decisions in a team environment
- Proficiency with Google Apps, service-related applications, and Zoom
- 4 year degree or at least 3 years of customer service experience (ideally in SaaS environment)
- Ability to manage multiple clients and projects
- Demonstrates a strong work ethic and personal integrity
- Proven ability to deliver superb customer experiences
- Displays creative ability to re-engineer work processes to better the group
- Demonstrates ability to take on challenging customers and projects with ease
- Can think analytically and collaborate with team and clients
A few things you'll want to know:
What does ServiceTrade do?
ServiceTrade makes web and mobile SaaS applications for commercial service contractors. Our customers provide inspection, maintenance, and repair services to commercial and industrial facilities to keep them safe, fully operational, and compliant. ServiceTrade began in 2012 and now serves more than 800 commercial service contractors that manage more than 12,000 skilled technicians across the US and Canada.
Ok, so why should I care about that?
Our customers are smart, hard-working people who we enjoy serving. We help them grow their business to earn more revenue, employ more blue-collar workers, and become more valuable to their customers. It’s why we get excited about serving a market that you might never have thought about before.
What kind of working environment do you have?
We’ve transitioned from a start-up to a scale-up - that means we still have the spirit and energy of a start-up and are adding new people who will help us expand our business faster and run our business smarter. We have big ambitions, and every employee understands our goals and what their role is in achieving them. Read about our company culture on our Meet the Team page.
What kind of benefits do you offer?
- Paid vacation, paid holidays, and paid sick days
- 401(k) with up to 2% employer match
- Health, vision, and dental insurance
- Optional supplemental insurance policies for things like accidents, injuries, hospitalizations, or cancer diagnosis and treatment
- Life insurance, AD&D, and long- and short-term care policies
- FSA and DCFSA - pre-tax flexible spending accounts
Want to know more?
Go ahead and apply! Let’s get to know each other.
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