SquareWorks Consulting – NetSuite Partner

• Outbound prospecting • Build and execute targeted outbound sequences into NetSuite finance teams, using intent signals, job change triggers, and partner data to prioritize the right accounts • Lead with workflow-specific pain — invoice capture, approval routing, month-end close — not generic 'AP automation' pitches • Personalize outreach by role, company size, and operational context; research accounts before reaching out • Use a mix of email, phone, and LinkedIn to create conversations, not just contacts • Coordinate with AEs and NetSuite partners on account-based opportunities • Inbound lead response • Work inbound leads with genuine urgency — speed to response is a competitive advantage we protect • Qualify quickly and accurately: understand the pain, validate fit, and hand off a strong discovery call to the AE • Treat every inbound lead as a warm signal worth protecting — not a box to check • Pipeline and process • Log all activity in Salesforce with precision — clean notes, accurate stages, real next steps • Work closely with your team lead and the broader BDR team to share what's working • Contribute to the ongoing development of sequences, messaging, and outbound playbooks

About Us: Charted is a thriving NetSuite partner dedicated to elevating our customers' experiences through exceptional purpose-built automation solutions. Our product significantly enhances NetSuite’s out-of-the-box accounts payable capabilities, automating many key processes and allowing for tighter controls, better financial visibility, and streamlined operations. Alongside our innovative products, we offer top tier consulting services, partnering with our clients to ensure successful NetSuite implementations, optimizations, and ongoing support. We strive to build long-term partnerships with our customers, aiding their success from the ground up, starting with our team. At Charted, we are also committed to fostering an environment that enables our employees to achieve professional excellence. We provide ample training and development resources, offer wellness benefits and programs, uphold a diverse and inclusive workplace, offer a fully remote working environment, and ensure a healthy work-life balance. About NetSuite: Owned by parent company Oracle, NetSuite provides Enterprise Resource Planning (ERP) software to small and mid-sized businesses across the globe. NetSuite’s ERP platform, delivered via the Software as a Service (SaaS) model, supports all critical business functions, including accounts payable and receivable, financial reporting, procurement and operations, ecommerce, and customer relationship management (CRM). NetSuite is one of the fastest-growing ERP platforms in the world, used by over 40,000 businesses from North America to Asia and beyond. Charted maintains an official partnership with NetSuite, providing both NetSuite consulting services as an Alliance partner and our AP Automation software as a SuiteCloud Developer Network partner. More information about NetSuite, its capabilities, and its history, may be found here: NetSuite Overview Job Summary We are seeking an eager, energetic person to join our team as an Associate Software Implementation consultant. While this role requires no previous ERP/SaaS experience, the successful candidate will have an aptitude for business systems, will be interested in consulting, will be motivated by learning, and will have strong organizational and communication skills.  This role is heavily client-facing, tasked with running 10-15 implementations of Automate simultaneously while also providing support for existing Charted clients via our ticketing system. You will collaborate closely with our clients to understand their business needs and with cross-functional internal teams to deliver solutions that drive success. Implementations of Automate typically take 12-14 weeks and involve full project lifecycle management. Key Responsibilities: Implementation and Configuration Execute, with assistance from more experienced team members, implementations of the Charted AP Automation suite, scheduling and running client meetings, performing discovery and configuration, guiding user acceptance testing, managing deployment to production, and producing all required documentation. Project Management Execute daily and weekly project management activities, including maintaining project plans in Asana, our project management platform, sending weekly project status updates to all clients, participating in weekly team standup meetings, and providing weekly project overview reports to team management. Proactively monitor project health, ensuring work is delivered on time and within budget. Client Collaboration and Relationship Management Assist with support of Automate for existing clients via HappyFox, our ticketing system, performing troubleshooting, providing guidance related to features/functionality and best practices, executing end-user training, modifying existing configuration, and implementing new configuration as required. Build and maintain strong relationships with client stakeholders to ensure high levels of satisfaction and trust. Continuous Improvement Provide client and internal-driven feedback to the Product and Engineering teams regarding new feature/product requests to help drive future development. Qualifications: Must have impeccable written and oral communication skills. Must prioritize customer service and customer satisfaction. Should have well-honed business analysis skills. Compensation & Benefits Competitive compensation Competitive healthcare benefits Unlimited vacation Internet allowance Home office expense reimbursement 401(k) employer contributions Birthdays off Charitable contribution program

• Implementation and Configuration • Execute, with occasional support from senior resources, implementations of the Charted AP automation platform, scheduling and running client meetings, performing discovery and configuration, guiding user acceptance testing, managing deployment to production, and producing all required documentation. • Project Management • Execute daily and weekly project management activities, including maintaining project plans in Asana, our project management platform, sending weekly project status updates to all clients, participating in weekly team standup meetings, and providing weekly project overview reports to team management. • Manage multiple projects simultaneously, ensuring timely delivery within scope and budget. • Client Collaboration and Relationship Management • Assist with support of Charted for existing clients, performing troubleshooting, providing guidance related to features/functionality and best practices, executing end-user training, modifying existing configuration, and implementing new configuration as required. • Build and maintain strong relationships with stakeholders to ensure high levels of satisfaction and trust. • Continuous Improvement • Provide client and internal-driven feedback to the Product and Engineering teams regarding new feature/product requests to help drive future development. • Training and Support • Work with the Software Implementation and Product teams to help develop and maintain internal and client-facing training materials and documentation related to the Charted platform.