Functional Consultant - West Coast (PST) (Fintech)

TL;DR

Functional Consultant (Fintech/SaaS): Guiding high-profile customers through the automation of spend management and accounts payable processes with an accent on workflow efficiency and system configuration. Focus on analyzing customer data, recommending automation improvements, and managing the transition to new product features.

Location: Remote (USA), must reside in Pacific Standard Time (PST) or Mountain Standard Time (MST) zones only

Salary: $115,000 – $120,000 USD

Company

A global leader in cloud-based spend management solutions using AI to simplify accounts payable processes.

What you will do

• Guide global customers in automating spend management and improving workflow efficiency.
• Analyze customer data to provide strategic recommendations for increased automation.
• Configure systems and advise clients on industry best practices.
• Communicate new feature releases and their specific business impact to customers.
• Support clients throughout the testing and go-live phases of new feature implementations.
• Collaborate with the global Professional Services team to ensure customer success.

Requirements

• Must currently reside in the Pacific Standard Time (PST) or Mountain Standard Time (MST) zones.
• Experience with cloud-based SaaS IT systems.
• Professional background in Spend Management, Source-to-Pay, or Purchase-to-Pay.
• Experience as a consultant or in accounting.
• Bachelor of Science degree or higher.
• Fluent English proficiency is mandatory.

Nice to have

• Experience with Oracle NetSuite, SAP, Microsoft Dynamics AX/Finance & Operations, Dynamics NAV/Business Central, or Infor M3.
• Familiarity with Power BI or other reporting tools.
• Strong project management skills.

Culture & Benefits

• Competitive base salary with potential for variable performance bonuses.
• Comprehensive benefits including medical, dental, and vision coverage.
• Paid time off and retirement benefit plans.
• Collaborative, meritocratic work culture with supportive leadership.
• Opportunities for significant career and professional development.