Strategic Consultant

Strategic Consultant

Reporting to the Manager, Consulting Services, the key focus of a Strategic Consultant is to nurture strong team and client relationships throughout assigned projects, based on clients' contract specifications originating from the Client Success Executive group and the Implementation Team.

The responsibilities will include, but are not limited to:

• Commitment to solving business problems, with a focus on value above expectations
• Own the client onboarding experience by planning, executing, coordinating client activities, tracking progress, and managing risks at all times.
• Actively participate in continually improving processes and team initiatives
• Support the Client Success Group as a technical resource when working with clients on End Month End assessments and in-depth quoting.

WHAT WE ARE LOOKING FOR:

At Multiview, being creative with great communication and problem-solving skills is really important, but equally so are having a passion for driving client success and the desire to be a contributing member of our culture, where the genuine care of people is our compass.

The 'Strategic Consultant' will be a consultant for the Strategic Consulting Team, within the Professional Services department and will work closely with the Manager, Strategic Consulting Services and Lead to help the team and clients with their software implementation. The Strategic Consultant works directly with clients and internal departments to ensure a successful implementation deliverable within the project scope and budget.

WHAT YOU WILL DO:

• Collaborate with Client Success teams to assess client business requirements and develop comprehensive project strategies that align with organizational goals and desired outcomes.
• Lead and execute client engagements, ensuring projects are delivered on time, within scope and budget, and achieve the highest levels of client satisfaction.
• Serve as a subject matter expert on Multiview products, providing strategic guidance, best practice recommendations, and industry expertise tailored to each client's business needs.
• Lead complex consulting initiatives, including financial process optimization, system configuration and enhancement, user adoption strategies, training programs, and post-go-live planning.
• Deliver hands-on consulting, coaching, and knowledge transfer to client teams, enabling successful adoption and ongoing utilization of Multiview solutions.
• Develop and deliver training programs through multiple channels, including virtual instructor-led training, webinars, online learning sessions, and onsite client workshops.
• Consult with clients and internal leadership on operational challenges, process improvements, organizational readiness, and strategic business initiatives.
• Proactively identify opportunities to improve client outcomes, increase solution adoption, and optimize business processes through effective use of Multiview products and services.
• Work cross-functionally with Client Success, Customer Support, Product, and Development teams to enhance the overall client experience and support continuous improvement initiatives.
• Manage multiple concurrent client engagements while maintaining exceptional attention to detail, organization, and project discipline.
• Build and maintain strong client relationships through effective communication, issue resolution, risk management, and stakeholder engagement.
• Support the management and escalation of client issues, enhancement requests, and project risks to ensure timely resolution and positive outcomes.

Key Relationships:

• Manager, Strategic Consulting Services
• Strategic Consultant, Lead
• VP Client Success
• Professional Services and Client Success teams
• Multiview Clients

Work Environment:

• Work independently with minimal supervision
• Extensive collaboration with team members and other departments

COMPETENCIES PORTFOLIO:

• Teamwork – works with multiple teams cross-functionally, and must know how to effectively address the needs of each team while always keeping the client's outcomes as the driver
• Problem-solving – Proactive in anticipating and resolving problems. Strong analytical and problem-solving skills to meet the requirements of the project are required
• Organization – Ability to handle multiple projects simultaneously to meet deadlines and prioritize tasks to ensure a smooth client support experience and operational excellence
• Initiative – Seeks, accepts, and completes new tasks using own initiative; works independently with little supervision.
• Interpersonal Skills – Ability to effectively communicate and work with various team members both internally and externally. Excellent verbal and written communication skills are required
• Action-Oriented – Enjoys working hard smart; is action-oriented and full of energy for taking initiatives

KNOWLEDGE, EXPERIENCE, AND SKILLS REQUIREMENTS:

• Bachelor's degree or diploma in Finance, Accounting, or a related discipline, or equivalent practical experience.
• 3–5 years of experience in a similar role, preferably within a professional services or client-facing environment.
• Advanced experience with Multiview Software is required.
• Proven ability to lead innovative, solution-focused outcomes in a highly collaborative environment.
• Demonstrated accountability for consistently exceeding client expectations in a business-to-business (B2B) setting.
• Resourceful and self-motivated, with the ability to work independently under minimal supervision, manage multiple projects, and meet tight deadlines.
• Excellent written and verbal communication skills, with the ability to actively listen, educate, influence, and build trust with clients and stakeholders.
• Strong analytical, organizational, interpersonal, problem-solving, project management, and change management skills.
• Commitment to leadership, taking ownership and accountability for team operations and outcomes.
• Proven relationship builder with success establishing rapport and credibility with both internal teams (including direct reports) and external clients.
• Innovative thinker with a growth mindset and a passion for continuous improvement.
• Advanced proficiency in Microsoft Office applications.
• Openness to coaching and mentoring, with a strong drive to achieve personal and professional growth.
• Ability and willingness to travel as needed to support clients, project activities, and business objectives.
• Demonstrated experience representing company values and contributing to the growth and reputation of both the organization and its clients.

WHAT WE WOULD LOVE TO SEE?

• Prior experience working in a SaaS environment is considered an asset
• 5+ years of Multiview Financial product or Enterprise software experience.

Experience comes in many forms, many skills are transferable, and passion goes a long way. If your experience is this close to what we are looking for, consider applying. We know that diversity of thought makes for the best problem-solving and creative thinking, which is why we are dedicated to adding new perspectives to the team and encouraging everyone to apply.

APPLICATION INSTRUCTIONS:

Please submit your resume, and a cover letter describing why you are a unique fit for this position by applying to this posting.

We thank all applicants for expressing their interest in Multiview; however, only those candidates selected for an interview will be contacted.

Multiview is committed to providing an inclusive and accessible candidate experience. If you require accommodation during the recruitment and selection process, please let us know. We will work with you to meet your needs.

ABOUT US:

Multiview builds powerful, easy-to-use financial applications for clients across North America. As a leader in the ERP/Financial Software industry, we partner with sophisticated clients across multiple industries to End Month End™.

We are extremely proud of the company we have built. Bringing together professionals with diverse backgrounds, talents, and expertise is vital to making our company stronger. Our people-first culture is our biggest advantage, and we are excited to share that commitment with you!

WHY JOIN MULTIVIEW?

At Multiview, you can make an impact that matters in a way that you never thought possible. With endless opportunities at every turn, and a company culture built to empower and develop our people to be the best they can be, Multiview is THE Software Company for you to learn, grow, create, connect, and lead. We do this by taking care of our employees first.

We strongly believe that a great job should keep you happy both at work and in life and we encourage that by offering:

• 4 weeks vacation to start, additional paid time off to supplement work-life balance, wellness, and mental health days.
• Company paid competitive Benefits including Extended Health, Dental, Vision and more.
• Continuous growth opportunities, and leadership development