As a high-growth tech company selling software in a competitive global market, the work is not easy. But it’s interesting and super fun. As the Customer Success Consultant, your primary purpose is to ensure our customers get, and keep getting value from their investment in Phocas. You strive to retain our customers, turn them into advocates for Phocas and proactively identify opportunities for further revenue growth within our existing customer base.

It’s what our consultants love about the work. Because it gives meaning to their roles. Oh, and did we mention it was fun?
No? Well, you’re in for a good time.

Here’s how you’ll do that:

• Proactively drive activities that increase brand awareness, product presence and user adoption. This could be through regular customer account reviews, product demonstration, customer training, events and other marketing activities
• Provide exceptional service and support, and ensure the customer is gaining value from their investment through coaching, advice and training
• Guiding clients through onboarding, issue resolution, and adoption phases with your fantastic communication and training abilities
• Identify new business opportunities within the account for revenue growth
• Collaborate with global colleagues to continuously improve products, internal processes and documentation as they relate to customer success

This is what you’ll need to do it:

• A love of working with customers and developing long-term value
• Excellent presentation, training and communication skills
• You enjoy building rapport with your customers, and staying up to date with product enhancements and features
• Financial planning, accounting, or financial modeling knowledge, as well as an understanding of ERPs is essential
• Solid understanding of business needs and customer focus with a dedication to customer experience
• Previous experience within a Customer Success role within SaaS

A bit about us to see if we’re a match for your enthusiasm

We’re a business planning and analytics company on a mission to make people feel good about data. We’ve been hard at it for 20+ years, helping 2,300 companies turn complex business data into performance boosting results. Despite our global status, we’ve held on to our start-up roots. The result is a workplace that’s fast, exciting and designed for fun.

Create your happy place!

We are a 2024 Circle Back Initiative Employer – we commit to respond to every applicant.

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.

#LI-EA1

• Bachelor's degree in Business, Information Technology or another related subject. In lieu of degree, relevant equivalent experience required.
• Minimum 3 years’ prior experience working in Customer Success or Account Management roles
• Proven track record of meeting or exceeding retention goals / customer satisfaction metrics
• Experience with Phocas or related products – other BI, CRM, ERP software products

• Previous experience working within the SaaS/IT industry
• Familiarity with financial planning, accounting, or financial modeling is essential

See more jobs at Phocas Software

Apply for this job

If you’re the type that loves the thrill of closing a deal in a fast-paced, ever-changing environment, you will lose your mind here.

As a high-growth tech company selling software in a competitive global market, the work is not easy. But it’s interesting and super fun. It will test you and stretch you in ways you never expected. It’s what our sales team love about the work. Because it gives meaning to their roles. Oh, and did we mention it was fun?

The Account Executivewill successfully prospect, create opportunities and work through a consultative sales process to close deals and develop long-term revenue streams around Phocas’ suite of products and solutions. You'll love running the full sales cycle, getting to grips with the product and showcasing it through live demonstrations, helping customers understand the value it can bring by simplifying their data!

What you’ll need to sell feel good

• Strong needs analysis, positioning, business justification and closing skills
• Experience of managing and closing concurrent, high-velocity sales-cycles
• Track record of over-achieving quota in past positions
• Experience working with CRM systems, such as Salesforce or HubSpot
• Accounting/FP&A tech, BI and, or ERP solutions experience in the mid-market
• Be a pro-active self-starter

What you’ll do to grow fast and have fun

• Proactively engage prospective and existing customers through various channels such as email, phone and social media to achieve/exceed monthly sales quotas - You'll love getting out there, building relationships and building revenue
• Identify prospects to build a sound pipeline of business opportunities, evaluating their pain/gain points, position in the industry, researching and analyzing sales options.
• Articulating the value of Phocas’ solutions and applications, preparing and delivering customized demo/ presentations to key decision makers to get buy-in.
• Accurately forecast sales activity and revenue achievement.
• Understand industry segments served and keep abreast of development in the market and/or region.
• Stay current with Phocas software, system information, new features/enhancements and product offerings.
• Attend trade shows and other industry events to showcase Phocas products/ solutions.

A bit about us to see if we’re your kind of good time

We’re a business planning and analytics company on a mission to make people feel good about data. We’ve been hard at it for 20, helping 2,300 companies turn complex business data into performance boosting results. Despite our global status, 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 trial a new initiative, lead a project, champion wellness, or spend more time with your favourite people outside work, 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.

Create your happy place.

We are a 2024 Circle Back Initiative Employer – we commit to respond to every applicant.

Phocas is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans status or any other characteristic protected by law.

#LI-EA1 #LI-Hybrid

See more jobs at Phocas Software

Apply for this job

Join Us as a Technical Activation Consultant and Make Data Integration Fun!

Are you ready to be part of a team that makes data easy and fun for thousands of businesses worldwide? As an Activation Consultant at Phocas, you’ll be delivering much more than just software setup. You’ll help customers integrate their data, including key financial metrics, into Phocas software, guiding them to unlock the true value of our solutions. By working hand-in-hand with the Adoption Team you’ll help our customers achieve financial and operational results faster and smoother than ever before. Your work will be pivotal in turning complex data into a user-friendly experience, making the transition seamless from the very start!

What you’ll need to blow our customers away:

• 3+ years of experience in a technical role like technical consultant, software engineer, or solutions architect.
• Strong hands-on knowledge of relational databases, including T-SQL, MySQL, PostgreSQL, and a bit of REST API knowledge as a bonus!
• Excellent customer focus - building strong relationships and delivering outstanding customer experiences.
• Great communication skills (both written and verbal) to collaborate effectively with customers and colleagues alike.
• Ability to balance multiple projects and adapt quickly to shifting priorities in a fast-paced environment.
• Financial flair and accounting acumen are the cherry on top - previous experience in finance/accounting or exposure to budgets, forecasts, financial statements or supporting financial software will give you an edge!

What you’ll do to create a seamless experience:

• Collaborate with our Adoption team to execute the technical setup for onboarding and activation projects.
• Ensure smooth transitions from sales to software launch, making the customer journey as swift and delightful as possible.
• Identify and analyse customer needs (outline scope, goals, deliverables and configuration/technical requirements) , and customise activation processes to meet those needs while maintaining quality and efficiency.
• Extract data from customer systems using tools like MS SQL Server, Access, and more, ensuring everything is integrated smoothly into Phocas software.
• Juggle multiple projects at once, delivering fast and flawless results for a variety of customers across industries.
• Anticipate project risks, resolve challenges head-on, and escalate any issues when necessary.
• Maintain detailed, accurate records using our project management tools, ensuring nothing slips through the cracks.
• Provide technical expertise and valuable insights to improve Phocas' processes and help customers achieve rapid ROI and adoption.
• Keep yourself updated with industry trends and best practices to ensure you’re always delivering top-notch service.

A bit about us in the hope we’re the UX to your CX (it sounded better in our heads)

We’re a business planning and analytics company on a mission to make people feel good about data. Since 2001, we’ve been turning complex business data into performance-boosting results for thousands of companies. Even though we’ve grown to a global team of 300+ amazing people, we’ve held onto our start-up vibe—keeping things fast, exciting, and fun.

At Phocas, we value a growth mindset, a bias for action, and a supportive culture where everyone helps each other succeed. We believe fun comes in many forms, so whether you’re solving complex problems, leading innovative projects, or heading out early for a yoga session, we’ve got your back. As long as you’re passionate and doing what brings you joy, everything else falls into place. Less stress, higher performance, and more energy—it’s a win-win!

Oh, and did we mention the perks? Enhanced parental leave, a 30-day work-from-anywhere policy, public holiday swap, pension, healthcare, cash plan... and that’s just the start!

Ready to Make Data Feel Good and #CreateYourHappyPlace? Apply today and help us deliver exceptional data-driven experiences that bring joy around the world!

Details about the products, role and people you’ll work with can all be found at www.phocassoftware.com/careers

We are a 2024 Circle Back Initiative Employer – we commit to respond to every applicant.

Phocas is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans status or any other characteristic protected by law.

To all recruitment agencies: Phocas does not accept agency resumes. Please do not forward resumes to our jobs alias, Phocas employees or any other company location. Phocas will not be responsible for any fees related to unsolicited resumes.

#LI-EB1

#LIH-Hybrid

See more jobs at Phocas Software

Apply for this job

Position Purpose

The Partner Alliance Manager (PAM) will focus on the acquisition and management of Referral and Reseller partners in their designated market/region, by creating and executing strategic partner business plans to drive new sales opportunities. The PAM role will drive the achievement of global company revenue goals and/or in their regional marketplace; based on the level of experience and knowledge, the position may require certain engagements, including co-selling with partners, business development and account management.

Key Responsibilities

• Proactively engage in the sales process and drive highly qualified opportunities to achieve revenue targets across assigned territory or named partners.
• Establish and manage relationships with new and existing channel partners in order to create new opportunities for these partners and Phocas.
• Proactively drive activities within channel partners that directly result in generation of pipeline and revenue.
• Identify, recruit and onboard new channel partners; provide product and program training for channel partners through webinars and demonstrations of our product offerings.
• Maintain and encourage effective working relationships across Phocas and partner teams to deliver a positive and mutually shared vision.

o Work with partners’ customer account managers to proactively identify opportunities for further growth and/or attrition risk for Phocas products within their customer base.

o Work with Marketing to develop plans that support the partner network and generate deal flow.

o Collaborate with Phocas Account Executives on closing new business generated through partnerships.

o Attend trade shows and other industry events to showcase Phocas products/ solutions

• Regularly review and measure partners progress to ensure they remain profitable and communicate those reviews with partnership and company leaders; reviews may occur monthly and/or quarterly.
• Provide regular reports on KPIs and/or partner strategy. Maintain accurate prospect, customer and pipeline records within our CRM systems.
• Keep up to date and understand competitive products and pricing strategies to ensure Phocas retains and grow market share.
• Stay current with Phocas software, system information, new features/enhancements and product offerings.

• Minimum 5 years prior experience working in a Sales, Marketing or Account Management role, ideally with software-based solutions and B2B environment.
• Previous experience of excelling in a channel /partner management role with accounting technology, system integrator and/or ERP partners.
• Track record of over-achieving quota in past positions.
• Experience of concurrently managing multiple partnerships.
• Experience working with CRM systems, such as Salesforce or HubSpot.
• Ability to travel 25-50% of the time (domestic & international travel).
  

Desirable requirements

• Experience in business intelligence, accounting technology and ERP solutions.
• Prior experience with HubSpot preferred.
• Prior experience selling and/or working within our target markets, such as Manufacturing, Distribution, Retail, Services, etc.
• Financial experience or exposure to, or knowledge of budgets, forecasts, and financial statements (financial planning and analysis)

Qualification/Education Requirements

• Bachelor’s degree in Business/ Sales/ Marketing or equivalent. In lieu of education, equivalent experience required.
• Previous Sales Methodology (SPIN, Challenger, Force, Meddic) training highly desired.

Skills/Attributes

• You love the thrill of the sales.
• You like technology.
• Possess an inquisitive nature to understand the customer’s needs and wants and current situation.
• Strong business acumen and common sense.
• Good interpersonal skills - outgoing and personable.
• Great communication skills - verbal, written, and presentation.
• Ability to work individually as well as part of a team to solve problems and make sales connections in varied environments.
• Adopts a growth mindset and a willingness to embrace new challenges and opportunities to grow

A bit about us:

We’re a business planning and analytics company on a mission to make people feel good about data. We’ve been hard at it for 20 years, helping 2,300 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.

Whether you want to try out new sales tactics, lead a project, champion wellness, or spend more with the kids, you’ll have our full support. As long as you’re doing what makes you happy, the rest falls into place.

Create your happy place!!

Compensation for the position depends on experience. A fully qualified candidate can expect a salary of between $100,000 and $115,000 with a commission plan

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, 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
• Stock Option Plan

We are a 2024 Circle Back Initiative Employer – we commit to respond to every applicant.

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.

#LI-EB1
#LI-Remote

See more jobs at Phocas Software

Apply for this job