Platform Consultant

y
The Platform Consultant is responsible for helping clients maximize the value of our accounting and investment ERP platform through hands-on configuration, product guidance, user support, and process optimization. Reporting to the Client Strategy & Success Manager, this role partners closely with clients to understand their business processes, provide functional expertise, resolve platform-related challenges, and deliver practical solutions that drive user adoption and operational efficiency.

The Platform Consultant collaborates with Client Success, Product, Implementation, and Support teams to ensure a seamless client experience throughout the customer lifecycl

• ies Serve as the primary functional resource for assigned clients, providing day-to-day guidance on platform capabilities and best practic
• es.
  
  Configure, troubleshoot, and optimize client environments to support accounting, investment, and operational workflo
• ws.
  
  Assist clients with platform usage, reporting, workflow improvements, and user adoption initiativ
• es.
  
  Investigate client questions and issues, recommend solutions or workarounds, and coordinate with internal teams when escalation is requir
• ed.
  
  Monitor client platform usage and identify opportunities to improve efficiency, automation, and overall system utilizati
• on.
  
  Support the Client Strategy & Success Manager in executing client success plans, roadmap initiatives, and business objectiv
• es.
  
  Deliver client training, product demonstrations, and knowledge transfer sessions to end users and administrato
• rs.
  
  Assist with implementation activities, feature rollouts, upgrades, and transition to ongoing business-as-usual suppo
• rt.
  
  Document client configurations, business processes, and recommendations to ensure continuity and knowledge shari
• ng.
  
  Provide feedback to Product and Implementation teams on client requirements, enhancement requests, and opportunities to improve the platfo

• ions Bachelor's degree in Accounting, Finance, Business, Information Systems, or a related fi
• eld.
  
  Freshers, 0-2 years of relevant experience in ERP consulting, public accounting, financial software, client services, or a related r
• ole.
  
  Experience supporting accounting, tax, investment management, or ERP platfo
• rms.
  
  Strong understanding of accounting, financial reporting, and operational business proces
• ses.
  
  Demonstrated ability to configure business applications and translate client requirements into practical soluti
• ons.
  
  Strong analytical, troubleshooting, and problem-solving ski
• lls.
  
  Excellent communication skills with the ability to work directly with business users and technical te
• ams.
  
  Ability to manage multiple client priorities in a fast-paced, client-focused environm