Professional Services Consultant

Corelation-Inc; San Diego (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Competitive pay

401(K) Match

Discretionary profit share

Discretionary annual bonus

Wellness Programs

Job summary

Corelation is seeking a Professional Services Consultant in San Diego to lead, organize, and document post-conversion engagements, applying best practices and delivering client training. You will serve as the main client liaison, develop engagement plans, communicate clearly, meet deadlines, and provide timely updates to clients and internal staff.

Three to five years of related experience and a college degree (non-technical) are preferred; on-the-job training and ongoing professional

Qualifications

• Prepare standard and customized post-conversion documentation with correct spelling and terminology.
• Engage clients to create engagement plans and act as main liaison.
• Apply best practices for engagements and suggest process improvements.
• Provide technical and training support and timely updates to clients and internal staff.
• Performs other duties as assigned.

Responsibilities

• Lead, organize, and document post-conversion engagements.
• Provide client-facing training and knowledge transfer.
• Develop and refine engagement plans with clients.
• Communicate clearly, meet deadlines, and maintain high standards.
• Collaborate with internal teams to ensure project success.

Skills

Client liaison

Documentation

Engagement planning

Training delivery

Education

College degree (non-technical)

On-the-job training / apprenticeship

Job description

Voted Top Workplaces in San Diego in 2021, we live and work by our core values of integrity, collaboration, innovation, respect, and service. Corelation cares about each employee, which is exemplified through its competitive pay and outstanding benefits package. Corelation has a generous 401K retirement plan, an extensive paid time off policy, and one of the best company cultures out there! When you join the Corelation Team, you are embarking on a journey of professional and personal development.

What We Are Looking For:

The Professional Services Consultant is responsible for leading, organizing, and documenting specialized engagements for post-conversion clients; applying best practices for Professional Service engagements; providing technical assistance and training for clients; and completing client-specific projects.

Requirements

• Prepare standard and customized post-conversion documentation to aid clients in Professional Services engagements. Use correct spelling, grammar, and terminology in documentation.
• Thoroughly engage client to create client-specific Professional Services engagement plans. Act as main liaison for client throughout the engagement. Actively listen to clients in order to know exactly what they need and how you can help them. Communicate clearly and positively with clients at all times. Stay diligent about honoring deadlines, keeping promises and maintaining standards.
• Apply best practices for Professional Services engagements and suggest ways to further improve best practices. Recommend strategies and policies that will improve and strengthen development process. Learn from roadblocks in the past and devises strategies to avoid those roadblocks in the future.
• Provide technical and training expertise to support Clients throughout the Professional Services engagements. Provide a high level of customer service when communicating in emails and by phone. Provide timely and accurate updates for our clients and internal staff.
• Performs other duties as assigned.

Why You Are The Perfect Fit

Experience

Three to five years of similar or related experience. At least two years of KeyStone experience.

Education

(1) A college degree (non-technical discipline) or (2) multi-craft skills acquired through extensive on-the-job training or apprenticeship programs or (3) in-depth industry and job specific technical skills acquired through a combination of formal instruction and on-the-job training.

Why We Are Your Perfect Fit:

Benefits Include but not limited to:

• Medical, Dental, Vision, Life Insurance
• 401(K) Match
• Discretionary profit share
• Discretionary annual bonus
• Wellness Programs: Yoga and Massages
• Bi-Weekly engagements (coffee tastings, trivia, etc.… )
• Community Involvement
• Professional Development Growth Days
• Vacation Days
• Floating Holidays
• Sick Days
• Parental leave

What you can be a part of:

• Company Band
• Basketball
• Flag Football
• Volleyball
• DEIA groups

*Range depends on geographic metro / zone, budget, and experience.*