Implementation Advisor

4 weeks ago

Victoria, Canada PSD Full time

PSD Citywide is a full-service firm offering research, consulting services and software to the North American public sector market. Our client base includes hundreds of small, mid-sized, and large municipalities from across North America, provincial/state and federal government agencies, and private sector entities. We are an industry leader that specializes in enterprise asset management and financial budgeting for municipalities. Over our years of experience, we have developed cutting-edge software solutions for our client’s asset management and financial budgeting needs, leaving behind mature and manageable programs making positive impacts in local communities.

**As we continue to grow our team, PSD is hiring for a dynamic Implementation Advisor. This is a full time remote based position within Canada**.

The Implementation Advisor will manage small to large sized, multi-phase Software Implementation projects Working directly with clients to analyze business and data requirements, they will design solutions to meet day to day financial reporting needs of our FMW & CWB platforms. The Implementation Advisor will also be responsible for creating and maintaining project documentation and communicating with internal and external stakeholders. They will interpret, document and resolve and/or escalate issues in a timely, professional and customer centered manner. The Implementation Advisor will work directly with our clients assisting in defining their requirements and identifying their business objectives. They must possess logical software problem-solving skills with the ability to clearly understand business problems and communicate solutions to the client while adhering to project deliverables and schedules.

**Responsibilities & Duties**
- Act as Project Manager on small to large sized multi-phase FMW web budget software implementation projects.
- Plan, track and communicate throughout the software implementation project lifecycle, while managing project constraints to achieve client success objectives.
- Facilitate requirements gathering sessions with clients to identify business objectives, providing software demonstrations to fully explain capabilities.
- Create and maintain configuration, testing, process, project documentation as needed - configure the FMW model components based on the needs analysis.
- Analyze data to determine best course of action and configuration.
- Facilitate both synchronous and asynchronous end user client training, either remotely or onsite as needed.
- Develop detailed written technical specifications for the import and export of data, custom add-in routines and support issues.
- Utilize internal Project Management Software to communicate and manage the lifecycle of each implementation project and prepare applicable project reports and status updates.
- Understands PSD's product release and patch process, planning potential client impact accordingly.
- Discuss JIRA tickets during team status meetings, collaborate on solutions and prioritize requirements.
- Escalate client issues to appropriate team members to ensure that they are addressed in a timely manner.
- Occasional travel will be required in this role.
- Other duties as assigned.

**Qualifications**
- College or University Degree in Finance, Information Management, Business, Accounting or related program. CPA designation is an asset.
- 3-5 years experience in a similar role or related field implementing complex software modules and client specific training programs
- 3-5 years experience with project management tools, methodologies and best practices as well as experience with PMIS software such as Mavenlink, Smartsheets or MS Project.
- Experience in FMW or other budgeting software.
- Experience in Accounting, report designing and/or budgeting.
- Knowledge of Municipal Finance Accounting & Budgeting would be considered an asset.
- Experience working with Municipal clients and discussing financial concepts in a project environment, interacting with senior level executives including CFOs, VPs and other line finance staff.
- Strong interpersonal, presentation and public speaking skills, with the ability to foster internal/external relationships and resolve issues.
- Strong organizational, time management skills, and ability to multi-task projects.
- Proficient with Google suite, Microsoft suite, GoTo Meeting, Zoom, Mavenlink and Salesforce.
- Growth and entrepreneurial mindset.
- Valid G class driver's license and passport for travel.

**Recruitment Process**

**Phone Interview**

If you are invited to a screening interview you will discuss your experience with one of our People and Culture team members. This interview is an opportunity to get to know a little more about the company, the type of work we do and impact we have.

**Virtual Interview**

**Employee Perks**
- Competitive Salaries
- Comprehensive Benefits Package
- Company Matched RRSP Contributions
- Flex Hours & Paid Time off
- Social and Charity events a

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