About the position
The Sage X3 Senior Functional Consultant will play a crucial role in helping the business implement and optimise the Sage X3 ERP system to streamline operations, achieve financial goals, and collaborate closely with clients to understand their specific business needs.
- SOW Activities and Delivery of Projects
- Conduct analysis of client business processes and functional requirements.
- Prepares appropriate documentation to communicate and validate the information.
- Analyse data, evaluate existing application products and recommend efficient, cost-effective solutions that support client business processes and functional requirements.
- Document functional requirements, workflow, and system specifications.
- Become familiar with the functions of the client's key systems in order to easily identify integration points and make recommendations.
- Delivery of all projects in a defined area; ensure projects are completed at or ahead of schedule, costs are managed to budget, and customer expectations are exceeded.
- Ensure project deliverables meet and/or exceed the client's expectations.
- Work with clients throughout system testing and product acceptance phases to ensure quality and customer satisfaction.
- Support sales team with business opportunities by assisting with estimate and proposal generation, performing demos, and responding to customer Pre-sales requests as needed.
- Manage and support relationships and installed products for existing clients. This includes handling questions, solving problems, writing reports, performing upgrades, as well as ensuring the client's general satisfaction with the software and the company.
- Promote value billing and efficiency in service delivery Functional Product Expertise
- Develop subject matter expertise on Sage X3 product and serve as an escalation point for any implementation issues.
- Apply technical and business knowledge to analyze client requirements and match them to system functionality.
- Perform gap analysis, identify options, and make recommendations on best methods to address gaps including customisations, third-party products, process changes, and/or other industry best practices.
- Complete required training and development regarding product versions, updates, and changes within the assigned time frame
- Industry and Best Practice Expertise
- Develop technical and industry-specific knowledge on an ongoing basis and keep up to date with industry trends and the latest technology solutions.
- Knowledge Share with Team and Clients
- Interact with peers and managers to share knowledge, raise critical issues, and suggest process improvements.
- Develop and maintain positive relationships with key client/partner/stakeholders to ensure effective communication channels exist and client/partner satisfaction is achieved.
- Proactively seek/create opportunities to participate in client interactions to share knowledge and ensure the highest levels of customer satisfaction are achieved.
- Bachelor's degree in computer science, information technology, quality assurance, or equivalent work experience required.
- Advanced degree preferred.
- Sage X3 Common Tools certified
- Sage X3 Financials certified
- 5+ years of Sage X3 ERP implementation or implementation of similar ERP solutions (Epicor, Infor, Syspro, Chempax, Workday, ProcessPRO, MS Dynamics)
- 3+ years to lead an X3 implementation for finance. Must have experience with configuring the options in X3
- A consulting background with a record of delivering complex software solutions within defined timeframes and budgets
- Strong business expertise, a keen understanding of business needs, and the ability to ensure technical solutions, strategies, and practices, and deliver business and customer value.
- Experience translating business requirements into solution specifications.
- Experience leading requirements definition and design sessions through use of interviews, surveys, user workshops, product/prototype demos, etc.
- Ability to effectively document business and technical designs
Desired Skills:
- Time Management
- Critical Thinking
- Spreadsheet software
- Judgment and Decision Making
- Active Listening
- Tax preparation software
- Accounting Software
