Financial Implementation Consultant Jobs (NOW HIRING)

Description

Start Date: ASAP

Type: Full-time, salary non-exempt position, Monday-Friday

Direct Reports: None

Travel: None

Location: on site 2 days a week; remote 3 days a week after training at (2103 Citwest Blvd., Houston, TX 77042)

Immediate Supervisor: Implementation Manager

Salary Range: $60,000 to $65,000 base plus up to 5% annual bonus potential

Company Background

PCS Software, Inc. is an AI platform for the transportation logistics marketspace providing the trucking industry's most effective transportation management system to improve fleet management, delivery systems, and increase profits for our customers. Through innovation and invention, our software individualizes work routines, consolidates workflows, and streamlines management controls to improve accountability, transparency, and eliminate costly and redundant manual processes.

Trucking companies and freight brokers trust PCS to optimize their dispatch, accounting, and fleet operations. TL, LTL, Intermodal, and freight brokerage services use our TMS automate operations, easily access information, and reduce inefficiencies to maximize sales and revenue. Founded in 1997 and located in Houston, Texas, PCS Software is the leading developer of hosted software solutions designed specifically for the ground transportation industry.

Job Description: Implementation Consultant

The Implementation Consultant is responsible for the successful deployment of PCS transportation management solutions for carriers, shippers, and brokers. The Implementation Consultant will take ownership of the software implementation and end-user training from the minute the sales contract is executed through the completion of go-live by communicating constantly with the customer and creating and managing the implementation timeline with our customers.

The goal of the Implementation Consultant is to project the image of PCS Software, Inc. professionally through telephone interaction, webinars, email communications, project timeline updates, training documentation, etc. and to consistently optimize the customer's experience. You must interact with customers and respond to their inquiries in a professional and courteous manner. This role offers a unique opportunity to grow your career in software support and implementation. You will play a vital role in guiding our customers through successful onboarding and helping them harness the full potential of our software solution.

While it is not required that you have an accounting background or come from the trucking industry, it is VERY helpful if you have corporate business knowledge of or an education in Accounting/Finance or Supply Chain Management. This position is also strongy focused on customer service. You need to be a people person to be successful at this position and enjoy helping people and teaching people how to use our system and be a trusted business advisor to them. This role also requires someone who is highly organized and enjoys a regular routine and can handle a heavy workload. As this position involves coaching and teaching clients on how to use our software, existing formal experience as an educational coach or teacher is extremely helpful and well suited to the personality set needed for success.  While this role is generally 40-hours a week, there can be overtime required occassionally, and thus, this position is salary, non-exempt.

Key Responsibilities:

• Customer Support: Provide comprehensive online support and training to customers on the use of our software. You are responsible for the setup of the PCS Software customer environment, scheduling training sessions with the customers and tracking customer progress throughout the training process as well as highlighting optional integrations, training classes, add-on modules, and customizations that might benefit the end users.
• Onboarding: Act as a coach and guide to new customers through the PCS TMS software onboarding process, ensuring a smooth transition.
• Process Alignment: Understand customers' existing business processes and align them with our software capabilities.
• Troubleshooting: Resolve software-related issues, ensuring a seamless user experience.
• Ticket Management: Manage and update support tickets, ensuring timely resolution through implementation.
• Knowledge Base Management: Create and manage user guides, how-to articles, and demo videos to assist customers.
• Implementation Oversight: Monitor the execution of deliverables across multiple implementations.
• Data Migration: Assist customers in migrating existing data onto the PCS TMS platform.
• Trusted Business Advisor: Walking the customer through becoming an expert in our software and answer any questions customers may have on the accounting, dispatch, or general use of all modules.
• Customer Service: After a customer goes live on our software, you are responsible for making sure the customer is happy and does not have any technical issues, by scheduling weekly check-up calls with the customer for a designated period-of-time.
• Customer Success: Proactively participate in administering customer surveys, reviewing the feedback, creating reports, tracking results, and modifying training and project plans as necessary according to customer feedback on ease-of-use data.
• Subject Matter Expert: You will learn the PCS software platform for shippers, carriers, and brokers and be able to support all aspect of our software to include: Dock and Yard Management, Route Optimization, Dispatch, Accounting, Fleet Management, PCS Mobile, Analytics and Reporting, Freight Audit and Pay, and third part integrations.

Requirements

Desired skills and qualifications:

• Education: Bachelor's degree required; STEM majors, Business Administration majors, Education, or Sports Management majors strongly preferred. (There is a strong link to being technically savvy, understanding accounting principals inside and out, understanding how business operations internally function, and being able to coach/mentor/teach involved in this position.)
• Experience: Prefer a minimum of 1+ year in technical/software support or B2B customer support or an internship.
• Customer Service: Exceptional customer service skills with excellent phone, verbal, and written communication abilities.
• Tech Savvy: Willingness to learn PCS TMS software (training provided.) Experience with a help desk ticketing system is a plus.
• Experience with MS Office Suite.
• Authorization: You must be authorized to work in the United States (we cannot sponsor at this time).
• Location: Must be local to Houston and able to commute to our office 3-days a week.
• Strong Organizational Skills: Experience onboarding new software customers in an organized manner following a given project plan with formal timelines and documentation is a plus.
• Transportation Industry Knowledge: Experience in a trucking dispatch, supply chain, logistics, or accounting industry is not required, but a plus.
• Previous experience teaching, training, or managing new employees or team members, virtually or in person, in any environment is a huge plus.
• This position requires applicants to have a great deal of patience, a good sense of humor, and a friendly and helpful demeanor. We need Implementation Specialist who care about our customers and about doing a good job each day for each customer.
• Experience with Salesforce is preferred.
• Experience with Zoom is preferred.
• Experience using AI tools to automate tasks and create documentation is preferred.
• Bilingual communications skills are a plus as well. (Spanish or Indian dialects are a plus.)

Why Join PCS?

PCS Software, Inc. rewards your hard work with amazing opportunities for career growth and personal development. If you want to be the newest member of a vibrant group of energized technology leaders in an innovative and entrepreneurial environment, then apply online today to start building solutions that customers will love to use and join a company that truly rewards your hard work and values your talented contributions.

PCS Software, Inc. is considered one of the best places to work because of our competitive compensation plans, multiple medical benefit plans to choose from to fit your lifesytel and one with up to 100% company paid medical premiums. PCS also pays 100% of the vision insurance premium and 100% for vision insurance premiums. PCS also offers a 401k with a 4% match, unlimited PTO package, 8-hours paid volunteer time annually, hybrid work environment (2 days onsite; 3 days remote), voluntary disability and life insurance options for you and your dependents, an employee EAP, a truly creative and fun working environment, paid training and development opportunities, and amazing opportunities for career growth and personal development.

Work Authorization

PCS Software, Inc. will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, B, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.

This job description provides many examples of the types of responsibilities required but is in not intended to be a comprehensive list. The incumbent will complete other job responsibilities as needed which are not specifically described in this document.

PCS Software, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to sex, race, color, religion, national origin, age, marital status, political affiliation, sexual orientation, gender identity, genetic information, disability, or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment. We thank all respondents for their interest in PCS Software, Inc. However, only those selected for an interview will be contacted.

Direct applications from candidates only. This position is not open to agency submissions or inquiries.