Strategic Consultant

This is a fully remote position, open to applicants in Canada.

📋 Description

• Foster robust relationships with both team members and clients throughout the duration of assigned projects.

• Take ownership of the client onboarding process by strategizing, implementing, and coordinating client activities.

• Monitor project progress and manage associated risks.

• Assist the Client Success Group as a technical resource for evaluations and pricing.

• Evaluate client business needs and create detailed project strategies.

• Direct and carry out client engagements within established timelines, scope, and budget constraints.

• Act as a subject matter expert on Multiview products.

• Spearhead consulting projects focused on optimizing financial processes, configuring systems, promoting user adoption, delivering training, and planning for post-implementation.

• Provide hands-on consulting, coaching, and knowledge transfer to clients.

• Design and facilitate training programs through virtual formats, webinars, online platforms, and in-person sessions.

• Counsel clients and internal leadership regarding operational challenges and strategic projects.

• Recognize opportunities to enhance client outcomes, adoption of solutions, and business operations.

• Collaborate across departments with Client Success, Customer Support, Product, and Development teams.

• Manage multiple client engagements simultaneously.

• Cultivate client relationships through effective communication, resolution of issues, risk management, and stakeholder involvement.

• Assist in the escalation and resolution of client concerns, enhancement requests, and project risks.

• Engage in process improvement and team initiatives.

⛳️ Requirements

• A Bachelor’s degree or diploma in Finance, Accounting, or a related field, or equivalent practical experience.

• 3–5 years of experience in a comparable role, ideally within a professional services or client-facing context.

• Advanced experience with Multiview Software is mandatory.

• Demonstrated ability to lead innovative, solution-oriented outcomes in a highly collaborative environment.

• Proven record of consistently exceeding client expectations in a B2B environment.

• Capability to work independently with minimal supervision, manage multiple projects, and adhere to tight deadlines.

• Exceptional written and verbal communication abilities.

• Strong analytical, organizational, interpersonal, problem-solving, project management, and change management skills.

• Commitment to leadership, ownership, and accountability for team operations and results.

• Advanced proficiency in Microsoft Office applications is required.

• Willingness and ability to travel as necessary.

• Previous experience in SaaS is a plus.

• 5+ years of experience with Multiview Financial products or Enterprise software is highly desirable.

🏝️ Benefits

• 4 weeks of vacation to start.

• Additional paid time off to enhance work-life balance, wellness, and mental health days.

• Company-sponsored competitive benefits including Extended Health, Dental, Vision, and more.

• Continuous opportunities for professional growth.

• Leadership development initiatives.

• An inclusive and accessible candidate experience.

• Accommodation during the recruitment and selection process.