Technical Consultant - Activation

Phocas Software; United States; Remote; USD 70,000 - 100,000; Full time

Job summary

A leading business planning and analytics company is seeking a proactive Technical Consultant to enhance customer onboarding experiences. This role involves managing project requirements, collaborating with teams, and ensuring customers realize value from the solutions. Ideal candidates will have strong technical skills, project management experience, and a passion for delivering exceptional customer service.

Benefits

Health Care Plan (Medical, Dental & Vision)

Retirement Plan (401k, Roth IRA)

Paid Time Off (Vacation, Sick & Public Holidays)

Work From Home

Training & Development

Qualifications

• Experience managing onboarding and activation projects for tech products.
• Strong collaboration skills and ability to translate customer requirements.
• Technical skills in data extraction and manipulation, especially with MS SQL Server.

Responsibilities

• Guide customers through onboarding and activation processes.
• Scope and tailor activation plans to meet customer needs.
• Manage project risks and challenges effectively.

Skills

Project Management

Data Extraction

Problem-Solving

Collaboration

Education

Bachelor's Degree in Information Technology

ITIL Foundations Certification

Project Management Certification

Job description

Description

Technical Consultant – Help Customers Launch with Confidence!

We’re on the hunt for a proactive and tech-savvy Technical Consultant to join our team and play a key role in onboarding and activating customers. You'll work closely with our Adoption team to guide new and existing customers through a seamless transition from sales to launch, ensuring they quickly realise value from our solutions. From scoping project requirements and extracting data from customer systems to collaborating with internal teams and managing multiple projects at once, you'll be the technical lead who keeps everything on track. You’ll bring clarity to complex configurations, anticipate risks before they escalate, and offer insights that help us continually improve.

If you're confident with tools like MS SQL Server, comfortable juggling timelines, and thrive on delivering great customer experiences, we’d love to hear from you.

What you’ll need

• Experience managing onboarding, implementation, or activation projects for tech products or services.
• Confidence in gathering customer requirements and translating them into clear technical scopes.
• Strong collaboration skills, working effectively with customers and internal teams to deliver outcomes.
• Problem-solving ability with experience identifying and addressing risks or blockers.
• Technical skills in data extraction and manipulation, especially using tools like MS SQL Server and Access.
• Excellent time management and multitasking capabilities across multiple projects.
• A proactive mindset, offering guidance and support to colleagues where needed.
• Comfortable using project management tools to document and track progress.
• Curiosity and drive to stay current with industry trends and best practices.

What you’ll do

• Partner with the Adoption team to deliver seamless technical onboarding and activation experiences.
• Scope and tailor activation plans to meet each customer’s unique needs and goals.
• Collaborate across teams to meet project milestones and deliver value quickly.
• Manage project risks and challenges effectively, escalating where necessary.
• Lead data extractions from customer systems and configure our solutions to meet project specs.
• Handle multiple customer implementations with efficiency and attention to detail.
• Share feedback and insights with the wider business to help improve product adoption and user experience.
• Keep accurate project records and contribute to process improvement initiatives.
• Flex your skills across different teams when needed to support business priorities.
• Financial flair and accounting acumen are the cherry on top - previous experience in finance or accounting will give you an edge!

A bit about us

We’re a business planning and analytics company on a mission to make people feel good about data. Since 2001, we’ve helped thousands of companies turn complex business data into performance boosting results. Despite our global status of 300 world-class humans, we’ve held on to our start-up roots. The result is a workplace that’s fast, exciting and designed for fun.

We know that fun is different for everyone. So, if you want to get creative with problem solving, lead a project, save the planet, or leave early to sweat it out in a hot yoga studio, you’ll have our full support. As long as you’re doing what brings you joy, the rest falls into place. Think less stress, higher performance, more energy and all-round nicer human. Your friends and family will thank you.

Oh! Did we mention we have an awesome set of benefits including 30 day work from anywhere policy, public holiday swap, healthcare... the list goes on!

Create your happy place. Apply today!

Details about the products, role and people you’ll work with can all be found at
Phocas is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans status or any other characteristic protected by law.

We will consider applicants living in these states: CA, NV, NC, FL, AL, DC, MA, MI, MN, MT, NE, NY, OK, OR, SC, TX, WA, WV, GA.

#LIR-Remote

Requirements

• Bachelor's Degree in Information Technology or related subject
• In lieu of degree, relevant equivalent experience required
• ITIL Foundations Certification
• Project Management Certification
• Familiarity with financial statements & financial processes is desirable.

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, Roth IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• Work From Home
• Wellness Resources