• Serve as the main point of contact during a customer’s implementation process • Deliver top tier customer service and support across all product areas • Assist in training customers to ensure the successful beginning of a new customer journey • Coordinate deliverables with various internal departments • Communicate thoughtful, customized solutions that help customers move forward and grow their business • Learn all about the Shopmonkey product suite and automotive industry

• Strategically architect complex, modern-stack AI-enabled analytics solutions • Act as the lead technical champion for Alteryx One global initiatives • Lead the design and integration of end-to-end AI/ML lifecycles • Spearhead cross-functional initiatives to design autonomous agentic workflows • Govern the implementation of sophisticated ETL, Data Quality, and Alteryx strategies • Serve as a mentor to senior and junior Sales Engineering staff

Role Description The overall Accounting Software Implementation Specialist role has a dual focus: - Lead the successful implementation of Veracross Business Modules focusing on complex projects requiring an understanding of Accounting, systems, and Veracross products. - Continually improve the implementation processes and procedures using subject matter expertise and experience. This position is the entry point to this team. Job Responsibilities - Deliver Accounting platform consulting and organizational change management to complex Business Offices, large and small. - Platform transition options consulting: Evaluate, demo, and revise setup options through discovery and collaboration with the client. - Orchestrate successful Business Office change management: Document, socialize, and deploy tailored configurations once approved. - Business Office workflow consulting: Create documented models to support the school's Business Office in leveraging the Veracross Accounting module. - Develop Business Office implementation project plans based on the Accounting module configuration alongside the Veracross Lead Project Manager. - Develop and orchestrate tailored Accounting support handoffs. - Mentor clients in their chart of accounts design as needed. - Coach Implementation Managers from basic to moderate Accounting consulting proficiency. - Write and update internal documentation to support continuous improvement of a standardized, best practice Accounting implementation process. - Lead direct training engagements for strategic and high-complexity Accounting offices. - Develop and maintain Accounting module product feedback from direct consultations. - Achieve consultation success on time and on budget. - Participate with Marketing and Sales in 2-3 Independent School Business Office conferences a year. Qualifications - 4-year college degree or equivalent experience. - Accounting degree, coursework, or relevant experience in a Business Office setting. - 2-5 years of experience implementing Accounting software, including data conversion; experience with SaaS a plus. - Experience in leading Veracross Full Accounting Implementations, or similar SaaS accounting implementation experience preferred. - Experience as part of an independent school business office running a SaaS accounting platform a plus. - Solid understanding of fundamental accounting concepts and processes. - Skilled user of technology, comfortable learning and using various systems. - Excellent written and oral communication skills, including public speaking and presentation delivery. - Ability to make complex decisions and recommendations under limited direction. - Ability to learn complex, enterprise-level software systems to teach others. - Ability to multi-task in a fast-paced environment. - Problem-solving skills with the ability to perform root cause analysis. - Highly organized with the ability to self-manage in a remote and/or hybrid work environment. - Ability to travel up to 15% of the time if needed. - Authorized to work in the United States. Benefits - 3 weeks of vacation per year. - 14 paid holidays per year (including the week off between Christmas and New Year's Eve). - 56 hours of paid sick leave annually. - Top tier benefits: Medical, Dental & Vision (Blue Cross Blue Shield & EyeMed). - Veracross LLC Fidelity 401(k) Plan - Managed by Sentinel Benefits. - Compensation range for this position is $85k to $95k (annualized USD) plus potential bonus.

• Responsible for the validation of data, workflow, procedures, and processes within the loan area(s) which may include our other applications • Works independently with clients during the onboarding process to resolve any issues and engage other team members as needed • Works with banking product providers including but not limited to bill pay, imaging, and core processing • Travels to customer site for implementation if requested