We propel every doer of good to their peak impact.
Advanced Support Consultant II
Location
United States
Posted
5 days ago
Salary
$58K - $72.5K / year
Seniority
Senior
Job Description
Advanced Support Consultant II
Bonterra
• Become an expert in each customers’ business areas, industry verticals, and use of ETO or Apricot software, including any customizations and add-ons. • Respond to customer calls and emails to resolve complex and unique problems in an extremely timely manner. • Provide ad-hoc coaching and training on ETO or Apricot best practices, as well as access to product documentation and formal training. • Diagnose and escalate issues as needed to ensure proper and timely resolution. • Interface with the Account Manager and Client Success Manager to provide a high level of customer service without unnecessary overlap. • Meet regularly with customers via phone to review open cases, ongoing initiatives, and platform needs. • Develop and cultivate strong relationships with contacts at multiple levels of the customer organization. • Document all client interactions and time spent in our tracking system as required. • Support internal team growth through mentorship, collaboration, and knowledge sharing across the ASC team. • Review and document new platform features and present learnings to the team to support cross-team proficiency building.
Job Requirements
- 4+ years of professional experience in relevant industry such as technical support, consulting, or customer success.
- 2+ years of experience with ETO or Apricot software preferred.
- Proficient in SAP Business Objects Reporting.
- 1+ years of experience using SQL.
- Outstanding communication and analytical skills.
- Problem solving skills with technical agility and creativity.
- Interest in technology and a desire to solve problems independently.
- Detail-oriented and well organized.
- Experience utilizing Jira/Confluence, Intercom, and Salesforce/Financial Force.
- Experience managing multiple client priorities and projects simultaneously.
- Working knowledge of nonprofit or public sector client verticals such as Workforce, Education, Reentry, HMIS, MIECHV, or similar industries.
Benefits
- Comprehensive benefits package including health, well-being, and growth
- Bonuses, incentives, equity, and a comprehensive benefits program
Related Guides
Related Categories
Related Job Pages
More Consultant Jobs
Program Delivery Consultant
Resource InnovationsA women-led clean energy solutions company, ranked #10 in the energy category on the 2022 Inc. 5000 list.
• Support the Program Delivery Managers in all facets of the program to ensure program KPIs and deliverables are completed on schedule • Create and maintain regular reports and documentation for multiple programs across the portfolio • Coordinate with internal/external program stakeholders to ensure high quality deliverables are completed on time • Support team as needed in monitoring budgets, analyzing trends, assisting with invoicing, and reporting program financials • Review and evaluate grant applications against program eligibility and scoring criteria • Perform customer and stakeholder outreach on behalf of the program as needed • Other duties as assigned
Associate Solution Delivery Consultant
Resource InnovationsA women-led clean energy solutions company, ranked #10 in the energy category on the 2022 Inc. 5000 list.
• Manage contractors and direct installation energy efficiency projects. • Coordinate day-to-day aspects of projects including quality control of deliverables client communications, maintain project schedules, and utilize technical staff. • Promptly and accurately address customer concerns to assure problem resolution and promote long-term productive relationships. • Understand the organization and decision-making process in order to work with stakeholders in determining project eligibility, schedule and potential energy savings. • Manage on-time delivery of technical reports. • Commute to off-site locations for on-site inspections. • Analyze utility data to determine energy performance parameters and eligibility. • Review technical reports, cost estimates and energy saving calculations. • Other duties as assigned.
- Own the end-to-end lifecycle of Epic Beaker AP/CP tickets, including troubleshooting, root-cause analysis, and timely resolution. - Address end-user questions, resolve build-related issues, and provide high-tier operational support. - Meet or exceed established weekly ticket resolution goals to maintain system health and user satisfaction. - Maintain and optimize current Epic Beaker build structures. - Capitalize on opportunities to assist with Test Builds, validation, and implementation. - Manage and refine Beaker Workqueues, Outreach modules, and device/instrumentation interfaces. - Analyze current ticket trends to identify systemic issues and drive continuous process improvements. - Author, update, and maintain comprehensive technical and end-user documentation to streamline future support. - Assist in prepping the Beaker environment to support upcoming organizational projects and upgrades.
Senior Enterprise Valuation Consultant
First Citizens BankThis job posting is expected to remain active for 31 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. Job postings may come down early due to business need or a high volume of applicants.
Role Description This is a remote role that may be hired in several markets across the United States. This position is responsible for reviewing and approving enterprise evaluations for leveraged loans, advising business units on the development of valuation procedures that comply with enterprise valuation policies and procedures. Assesses and interprets available data, utilizing various financial models. Serves as subject matter expert regarding valuation oversight. Mentors less experienced staff. Assists in change management to update processes and improve efficiency. Responsibilities - Assessment (75% of time) – - Reviews and approves enterprise evaluations for leveraged loans. - Analyzes and evaluates financial projections to determine if assumptions are reasonable and supportable. - Ensures accurate, timely, and compliant valuation reports that support the credit approval process and regulatory requirements. - Manages multiple projects simultaneously and works in a fast-paced environment. - Business Support (15% of time) – - Develops and maintains enterprise valuation procedures, tools, and practices. - Serves as subject matter expert on valuation and valuation oversight to leadership and provides recommendations for changes. - Risk Management (10% of time) – - Develops and maintains in-depth knowledge of enterprise valuation legislative and regulatory guidance. - Monitors emerging valuation topics related to GAAP/Statutory/SEC reporting requirements. - Develops, administers, and maintains the enterprise valuation program, procedures, tools, and practices while aligning with policies, procedures, and established processes. Qualifications - Bachelor's Degree and 6 years of experience in Finance, financial modeling, accounting or business analysis OR High School Diploma or GED and 10 years of experience in Finance, financial modeling, accounting or business analysis. - Preferred Education: Advanced Degree. - Preferred Area of Experience: Loan valuation in Investment Banking, Private Equity, Hedge Fund or valuation Consulting. - Skill(s): Ability to create and interpret financial models. Requirements - This job posting is expected to remain active for 45 days from the initial posting date listed above. If it is necessary to extend this deadline, the posting will remain active as appropriate. - Job postings may come down early due to business need or a high volume of applicants. - The base pay for this position is generally between $165,000.00 and $195,000.00. Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. - For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment. Benefits Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits .



