Platform Consultant

y The Platform Consultant is responsible for helping clients maximize the value of our accounting and investment ERP platform through hands-on configuration, product guidance, user support, and process optimization. Reporting to the Client Strategy & Success Manager, this role partners closely with clients to understand their business processes, provide functional expertise, resolve platform-related challenges, and deliver practical solutions that drive user adoption and operational efficiency. The Platform Consultant collaborates with Client Success, Product, Implementation, and Support teams to ensure a seamless client experience throughout the customer lifecycl e. Responsibilit iesServe as the primary functional resource for assigned clients, providing day-to-day guidance on platform capabilities and best practic es.Configure, troubleshoot, and optimize client environments to support accounting, investment, and operational workflo ws.Assist clients with platform usage, reporting, workflow improvements, and user adoption initiativ es.Investigate client questions and issues, recommend solutions or workarounds, and coordinate with internal teams when escalation is requir ed.Monitor client platform usage and identify opportunities to improve efficiency, automation, and overall system utilizati on.Support the Client Strategy & Success Manager in executing client success plans, roadmap initiatives, and business objectiv es.Deliver client training, product demonstrations, and knowledge transfer sessions to end users and administrato rs.Assist with implementation activities, feature rollouts, upgrades, and transition to ongoing business-as-usual suppo rt.Document client configurations, business processes, and recommendations to ensure continuity and knowledge shari ng.Provide feedback to Product and Implementation teams on client requirements, enhancement requests, and opportunities to improve the platfo rm. Qualificat ionsBachelor's degree in Accounting, Finance, Business, Information Systems, or a related fi eld.Freshers, 0-2 years of relevant experience in ERP consulting, public accounting, financial software, client services, or a related r ole.Experience supporting accounting, tax, investment management, or ERP platfo rms.Strong understanding of accounting, financial reporting, and operational business proces ses.Demonstrated ability to configure business applications and translate client requirements into practical soluti ons.Strong analytical, troubleshooting, and problem-solving ski lls.Excellent communication skills with the ability to work directly with business users and technical te ams.Ability to manage multiple client priorities in a fast-paced, client-focused environm #J-18808-Ljbffr