Software Implementation Consultant - (Financial)

pointclickcare
Remote
Posted 8 days ago
PointClickCare

AI summary

The Software Implementation Consultant will act as the primary liaison with customers to implement financial software solutions, analyze business processes, and recommend best practices, involving up to 30% travel to customer sites.

Eligible from: US only

Job Description

Position Summary
 
As part of the Professional Services, Practice Delivery team, the Software Implementation Consultant, Financial will act as the principal liaison with the customer to implement best practices to drive optimized business outcomes for the customer within the Long-Term and Post-Acute Care (LTPAC) settings. The Consultant will be diligent, customer focused, agile, transparent and a strong communicator. This individual will build relationships with our customers to become the trusted advisor and counsel them on our solutions and recommended business practices. The successful candidate will lead an in-depth analysis of the customers’ desired business process, operations and practices and provides recommendation for solution configuration and enhanced business practices. The applicant should expect up to 30% on site travel to customer sites and regional meetings.
 
The Software Implementation Consultant will report to the Sr Manager, Professional Services 

Responsibilities

Key Responsibilities:

  • Principal implementation liaison on the project team translating and documenting customer expectations, business processes and goals to ensure implementation success
  • Lead a detailed business discovery and develop recommendations to execute a delivery approach that will drive outcomes and value
  • Translate technical requirements and execute system configuration setup (more complex than entry)
  • Establish and maintain strong successful customer relationships by utilizing excellent communication and collaboration skills
  • Act as a trusted advisor to the customer, build strong partnerships to develop implementation approaches that consider the impact to a customer’s business and daily workflows
  • Partner with internal stakeholders, including project managers and training specialists, to create and execute implementation plans that are on-time and with the highest quality to support customer satisfaction
  • In collaboration with the project team, proactively anticipate, identify, and communicate issues, risks, escalations, timelines and delays to ensure an exceptional customer experience and successful implementation
  • Lead, influence, advise and support customer change management strategies, including the plans for user readiness and acceptance.
  • Develop and maintain expertise and knowledge in multiple product offerings, including the knowledge of the end-to-end solution and product value outcomes
  • When needed, travel to customer on-site locations to lead and direct meetings and presentations 
  • Your Key Strengths:

  • Post-secondary education in accounting or technology preferred
  • Foundational understanding of artificial intelligence (AI) and enthusiasm for exploring and experimenting with AI
  • Passion for delivering an exceptional customer experience
  • Healthcare industry experience preferred
  • Excellent communication, organizational and collaboration skills
  • Consulting experience in software implementation, workflow analysis, recommendation development and measuring business outcomes
  • Multi-resource project team experience balancing milestones and objectives efficiently and on time
  • Proven ability to take accountability for a project, demonstrating initiative, and delivering on commitments to ensure customer objectives are met
  • The ability to quickly learn new concepts and technologies and convert them into customer solution value
  • Self-starter, able to work independently, prioritize to deliver on time and adapt priorities and a flexible approach to sharing client insights
  • Ability to thrive in a high paced, complex team environment
  • Must be results oriented, and demonstrate a can-do attitude with adaptability, problem-solving and critical thinking skills
  • Ready to Apply?

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    About the job

    Posted on
    Aug 12, 2026
    Job type
    Full-time
    Location
    Remote, USARemote

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