Platform Consultant

The Platform Consultant is responsible for helping clients maximize the value of our accounting and investment ERP platform through hands-on configuration, product guidance, user support, and process optimization. Reporting to the Client Strategy & Success Manager, this role partners closely with clients to understand their business processes, provide functional expertise, resolve platform-related challenges, and deliver practical solutions that drive user adoption and operational efficiency. The Platform Consultant collaborates with Client Success, Product, Implementation, and Support teams to ensure a seamless client experience throughout the customer lifecycle.

Responsibilities

· Serve as the primary functional resource for assigned clients, providing day-to-day guidance on platform capabilities and best practices.

· Configure, troubleshoot, and optimize client environments to support accounting, investment, and operational workflows.

· Assist clients with platform usage, reporting, workflow improvements, and user adoption initiatives.

· Investigate client questions and issues, recommend solutions or workarounds, and coordinate with internal teams when escalation is required.

· Monitor client platform usage and identify opportunities to improve efficiency, automation, and overall system utilization.

· Support the Client Strategy & Success Manager in executing client success plans, roadmap initiatives, and business objectives.

· Deliver client training, product demonstrations, and knowledge transfer sessions to end users and administrators.

· Assist with implementation activities, feature rollouts, upgrades, and transition to ongoing business-as-usual support.

· Document client configurations, business processes, and recommendations to ensure continuity and knowledge sharing.

· Provide feedback to Product and Implementation teams on client requirements, enhancement requests, and opportunities to improve the platform.

Qualifications

· Bachelor's degree in Accounting, Finance, Business, Information Systems, or a related field.

· 2 - 3+ years of experience in ERP consulting, public accounting, financial software, client services, or a related role.

· Experience supporting accounting, tax, investment management, or ERP platforms.

· Strong understanding of accounting, financial reporting, and operational business processes.

· Demonstrated ability to configure business applications and translate client requirements into practical solutions.

· Strong analytical, troubleshooting, and problem-solving skills.

· Excellent communication skills with the ability to work directly with business users and technical teams.

· Ability to manage multiple client priorities in a fast-paced, client-focused environment.