Note: The job is a remote job and is open to candidates in USA. Solifi provides financial technology solutions for equipment, working capital, wholesale, and automotive finance firms. The Senior Application Consultant serves as a subject matter expert on DataScan products and the wholesale finance and risk management industry, leading implementations, client consulting, system configuration, requirements gathering, testing, training, and issue escalation management.
Responsibilities
- Coordinate and support client conversion, UAT, and parallel testing efforts, including issue management, triage, research, delegation and follow ups
- Oversee project tasks and deliverables to ensure schedules are maintained, and project hours are correctly tracked and reported
- Lead and/or participate in client Business Observation and implementation workshops
- Draft and maintain accurate implementation status reports and project plans ensuring their timely delivery
- Ensure that all parties understand client data for conversions and validate converted data before delivery to clients
- Manage client environments regarding upgrades, backups, data refreshes, and configuration
- Create and manage business requirements documents, including ensuring that development teams, testing teams and clients have clear understanding of gaps to be developed and ensure requirements are met
- The ability to advise clients on what they SHOULD do, not just what they COULD do
- The ability to explain complex, technical concepts in simple, easy to understand terms
- Provide consulting to clients on DataScan products and services, and industry best practices to ensure product will meet client’s business needs
- Review business requirements documents written by other team members for accuracy and completeness
- Elicit information from client to identify and define system functionality gaps
- Review internal and external documentation for accuracy and completeness
- Document client business processes and procedures for internal support staff
- Assist with team efforts to streamline processes and procedures
- Mentor junior team members on product functionality, clients' business processes, and general wholesale finance and risk management industry acumen
- Manage issues and escalations raised by client internally, including triage, research, delegation, and follow ups
- Provide ad hoc training sessions and demos on DataScan Products features and functionality
- Document, configure, test and validate automation jobs
- Coordinate and lead client training, including scheduling, logistics, and follow ups
- Participate in sales process by conducting product demonstrations
- Performs other related duties as assigned by management
Skills
- Bachelor's degree
- 3-5 years project management, business analysis, or client engagement experience in a lead role (or equivalent combination of education and experience)
- Experience with Microsoft Office Suite
- Proven ability to analyze a client's business needs and recommend effective solutions
- Excellent facilitation skills
- Lead cross-functional initiatives by independently identifying the right stakeholders across the organization, building relationships, and proactively seeking information when ownership or next steps are unclear
- Excellent interpersonal and customer service skills
- Excellent analytical and written communication skills
- Excellent oral communication and presentation skills
- Self-starter - Ability to work both independently and as a team member
- Ability to balance multiple projects and priorities
- Ability to travel up to 30%
- Understanding of Wholesale Finance and/or Wholesale Risk Management
- Prior experience with enterprise financial software application implementation
- Familiarity with relational databases/SQL
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Flexible Spend Account (FSA)
- Health Savings Account (HSA)
- Life and Accidental Death & Dismemberment (AD&D) insurance coverage
- Short-term and long-term disability insurance coverage
- Employee Assistance Program (EAP)
- 401K tax-deferred retirement savings plan
Company Overview