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Summary

The role of the Business Consultant (BC) is to perform a variety of business management activities including Consulting, Training, Support and other advisory service work for Central Data customers. The BC serves as a resource  to perform work requirements associated with a Go Live (new) implementation or post implementation project.

Essential Duties & Responsibilities

The following tasks and functions are expected of the Business Consultant:

• Perform Consulting to fulfill Project Plan objectives. This will be determined by the Project Coordinator and assigned and scheduled.
• Perform Business Process Reconciliation for Go Live Projects.
• Conduct ERP software training for both “Live” & new implementation clients as assigned in both group and one-on-one settings
• Work with clients & Central Data programming department to create functional design requirements
• Identifying creative solutions for processes that aren’t fully accomplished by standard SX. e or Acumatica functionality
• Work actively with the Project Coordinator regarding all project deadlines, changes, open issues or potential problem areas.
• Work on all projects effectively and efficiently and strive to achieve highest levels of customer satisfaction while coming within the budget agreed to with the client contractually.
• Achieve a minimum of 75% billable hours and provide value for the billable hours for each account. This is a joint responsibility with the Project Coordinator & Central Data executive to deploy work to each resource.
• Contribute Ideas and Suggestions for opportunities to drive revenues and customer satisfaction
• Provide input for and assist Project Coordinator in Project Status Review Meetings with your customers.
• Prepare Status Reports on regular basis to communicate overall project status, including the identification of open items, responsibility for action items, etc.
• Identify and communicate objectives for all on-site services per the Project Coordinator in advance of the meeting with the customer. If appropriate a scope of work to be performed will be defined and agreed to by the customer in advance to gain acceptance of the billable time and work to be done.
• Proactively seek opportunity when with customers. Look for any need they have that Central Data can perform a quality service for them. Bring all opportunities back to Central Data for further exploration with the customer.
• Attend weekly Project Team Meetings with assigned resources to manage outcomes and deliverables and maintain forward progress for each customer

Customer Training:

• Train new and post live customers of all software implemented by Central Data
• Learn third party product offerings as necessary; train and support clients long term on those products.
• Learn new releases as they become available.
• Perform training for navigation and System administration on all new accounts

Additional Expectations

• Assist sales team and sales process to demonstrate the product(s) Central Data Software sells to prospective and existing clients.
• Become comfortable when offering to resolve complex business issues. Share your thoughts and ideas for better business procedures with other Senior Consultants to ensure we’re “one team” and not in conflict with each other in the customer’s eye.
• Identify and recommend process improvements to improve business performance in areas where standard product is being implemented.
• Address policy and operating procedure issues with clients to ensure maximum ROI for technology investment.
• Document and perform Operational and End User punch lists for Process Reconciliation, Pre-Live and Go Live projects.
• Effectively and efficiently deliver implementation services according to project plans
• Enter and maintain accurate up to date time entry for overall accountability
• Ability to travel 25% or more

Competencies

To perform the job successfully, an individual should demonstrate the following:

• Extrovert Personality - Comfort with face-to-face interaction with clients and vendors. Ability to accept criticism and unfavorable client feedback with appropriate reaction.
• Critical Thinking ad Problem Resolution – Using logic and reasoning to identify the strengths and weaknesses of alternative solutions conclusions or approaches to problems.
• Obtaining Information – Observing, receiving and otherwise finding information from all relevant sources.
• Attention to Detail – Careful about detail in discovery.
• Teamwork - Balances team and individual responsibilities.
• Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality.
• Organization - Uses time efficiently; Plans for additional resources; Sets goals and objectives.
• Sales Skills– identify ‘pain-points’ and remedy this with training, services or software to improve profit, increase workflow and deliver competitive edge service.
• Business Process Review – Comprehends process flow and value stream mapping to eliminate waste and improve operational efficiency with technology

Personal Attributes:

• Analytical Thinking – Analyzing information and using logic to address issues and problems.
• Outstanding oral and written communication skills.
• Capable of learning quickly and taking ownership of projects
• Proficient at requirements gathering.
• Solid documentation expertise.
• Team oriented.
• Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
• Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Plans for additional resources; Sets goals and objectives; Organizes or schedules other people and their tasks; Develops realistic action plans

Communication Skills:

• Verbal / Nonverbal – Convey easily and quickly any message; Speaks clearly and persuasively in positive or negative situations; listens attentively and seeks clarification; Responds well to questions; Maintain professional nonverbal communication comparable to situation
• Written - Writes clearly and informatively with a high level of sophistication; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret complex written information

Technical Skills:

Become and remain proficient in all programs necessary to perform the everyday duties of this position.

Proficiency in Microsoft Office and a general use of Central Data internal software tools

Proficiency in ERP products sold and implemented by Central Data as directed

The role of the BC is to perform a variety of business management activities including Consulting, Training, Support and other advisory service work for Central Data customers. The BC serves as a resource assigned by the VP of Client Services to perform work requirements associated with a Go Live (new) implementation or post implementation project.

Preferred experience:

3+ Years of experience with Distribution ERP Software (Prophet21, Eclipse, DDI, FACTS, SX.e, etc.) in a support or implementation role

Central Data has been exclusively servicing the Wholesale Distribution market since 1973, is a Top 100 VAR and the 2023 TUG Partner of the Year. Central Data thrives on a model of continual evolution to keep pace with customers evolving needs for technology and business processes. We were founded to serve the automotive supplier marketplace and support the largest U.S. channel base of SX.enterprise (SX.e), Infor Distribution FACTS, and Infor CloudSuite Distribution (CSD).
Central Data has a fully certified team of business consultants, developers, project managers and engineers to implement new software, support all customers long term and provide architecture to drive our solutions to their highest performance measurements.