Remote Investment Operations Associate Jobs in Lutz, FL

Who is sa.global

sa.global, a global Microsoft partner, specializes in delivering AI-powered, cloud-based solutions tailored for service-centric organizations such as architecture and engineering, legal, consulting, software services, accounting, and homebuilding. We help over 800,000 Microsoft Dynamics users across 80 countries to deliver operational excellence and financial performance for their organizations. An 11-time winner of the coveted Microsoft Dynamics Partner of the Year Award, sa.global is also a part of Microsoft's elite Inner Circle. Established in 1990, we are now a 1000+ member strong global organization with a presence in 25 countries.

For more information about sa.global, please click www.saglobal.com.

Why choose sa.global

Open, flexible, vibrant, collaborative, and diverse these are just some of the terms that our employees use to describe the culture at sa.global. We believe and encourage innovative and dynamic thinking. Our culture and values give us the extra edge to help us scale greater heights.

Led by our Core Values: Agile, Capable, and Committed, which form an integral part of who we are, we constantly strive to provide an inclusive work environment. Our employees come from varied cultural and social backgrounds, and we strive each day to work towards making sa.global a great place to work.

Values of sa.global

• Contribute towards a working environment that represents one sa.global where everyone is seen as an equal, and equality and diversity is championed.
• Interact with a wide variety of colleagues, customers, and stakeholders at all levels with respect, courtesy, and professionalism.
• Come as you are, make work fun & others successful, and foster an always learning mentality.

Role Purpose

sa.global is a leading provider of service-centric industry solutions, leveraging Microsoft technologies to drive transformation and growth for organizations worldwide. sa.global addresses industry challenges through vertical-focused solutions. Leveraging modern technologies like AI and Copilot, we empower organizations to make intelligent decisions and act faster. Our solutions and services are 100% based on Microsoft business applications and the Microsoft Business cloud, and benefit advertising and marketing, accounting, architecture and engineering, consulting, homebuilding, legal, and IT services companies.

As part of our innovative offerings, the HomebuilderONE solution empowers homebuilding organizations to streamline operations, enhance customer experiences, and achieve scalable growth.

sa.global is looking for driven and ambitious Associate Consultants to join our dynamic HomebuilderONE team in Australia!

The Associate Consultant, HomebuilderONE will support customer implementations by following predefined instructions and checklists provided by project leaders and experienced consultants. This role focuses on learning the HomebuilderONE platform and supporting configuration, training, testing, and deployment activities. Associates will work closely with experienced consultants to ensure successful project execution while developing their own expertise in HomebuilderONE.
Key Responsibilities

• Participate in and successfully pass a structured training program to gain in-depth knowledge of HomebuilderONE.
• Follow structured plans to support HomebuilderONE implementations.

• Conduct system testing and troubleshooting to identify potential issues.
• Support system rollout and post-implementation support following company guidelines.
• Attend all client meetings to observe and learn the implementation process.
• Provide high levels of customer service by following established communication protocols.
• Document and track project progress using designated tools such as Azure DevOps and Microsoft Teams.
• Continuously develop knowledge of HomebuilderONE, staying updated on product enhancements.

Preferred Qualifications

• Experience in software implementation.
• Background in the homebuilding or construction industry is preferred but not required.
• Strong organizational skills and attention to detail.
• Ability to follow structured processes and adapt in fast-paced environments.

Working Environment

• Remote position but some travel involved.
• Fast-paced, client-focused environment requiring adaptability and a willingness to learn.
• Passionate about both client and colleagues' success.

sa.global is committed to investing in the development of our team members, providing comprehensive training, and ensuring long-term career growth. If you are eager to learn, love a challenge, are passionate about other people's success, and want to gain experience in a growing industry with endless opportunities, this role is an excellent entry point.

Contact Us!

If this is a promising opportunity for you and you possess the desired skills and experience, please apply for the role. We will be in touch!