Adoption Consultant, MPact

Job Responsibilities

• Train customers and assist with report building via phone/Web-Ex or on-site 2–3‑day visits (most training is currently being conducted remotely)
• Training to include IQ data model terminology, technology overview, and front‑end reporting tools
• Work closely with customers to determine reporting and analysis requirements, project priorities, and define Key Performance Indicators (KPIs)
• Work with customers to define any custom requirements for IQ and work with McLeod IQ analysts or developers to document functional specifications for these customizations
• Follow through with customers with review and approval of these specifications and Statement of Work (SOW)
• Create or assist customers in creating reports in Power BI and Excel
• Provide first level support for customer reported IQ issues when not actively training
• Assist with the development of McLeod IQ and Cloud IQ training documentation and videos
• Document processes and contribute to the reporting template repository for future use
• Collaborate and communicate with teammates and other McLeod teams on project timelines, customisations, and any customer issues to ensure a positive customer experience
• Work with the IQ development team on product improvement initiatives

• Ability to learn internal software and systems
• Strong oral and written communication skills
• Ability to manage and prioritise competing priorities and projects
• Strong analytical skills with attention to detail
• Strong problem‑solving skills
• Ability to work in a team environment

• Bachelor's degree with 2+ years of business analytics or internal/external customer technical/software focused training, required.
• Intermediate/Advanced knowledge of Microsoft Office Suite, required.
• Experience with Microsoft Power BI for report building and data analytics, preferred.
• Experience working with SQL, a plus.
• Experience and understanding of accounting standards, terms, principles, and reports such as Income Statement, Balance Sheet, Cash Flow, Budgets, Cost Analysis, Revenue Recognition, Accruals, Allocations is a plus.
• Transportation industry experience is preferred but not required.
• Knowledge of McLeod’s Load Master and Power Broker products, preferred.
• MS300 Certification, a plus.