Implementation Consultant

1 month ago

Sydney, New South Wales, Australia Class Limited Full time
About Us

Class Limited is a leading provider of integrated platforms, technology, and data solutions for financial advisers, accountants, private banks, licensees, stockbrokers, and their clients. Our vision is to reimagine a simpler, more automated world for our customers through innovation and technology leadership.

Job Description

We are seeking an experienced Implementation Consultant to join our growing consulting team. As an Implementation Consultant, you will be at the forefront of implementing and rolling out our Class software to our new users. Your primary responsibility will be to assist customers through their first 90-day implementation plan, including planning for user access, training, fund transitions, data feed activations, business policy settings, and training.

Key Responsibilities:
  • Assist customers through their first 90-day implementation plan, including planning for user access, training, fund transitions, data feed activations, business policy settings, and training.
  • Provide direction to accountants and administrators with the timely collation of data and documentation required for transitioning their funds.
  • Deliver training (one-on-one/group) and technical support, including on-site meetings where applicable.
  • Liaise with product manager and key stakeholders on customer requirements and enhancements related to the entire on-boarding process.
  • Assist the sales team in pre-sales technical sessions, demos, and trials when required.
  • Participate in periodic road shows and conferences to Class customers, in conjunction with Sales, Marketing, and Product Management teams.
Requirements:
  • Formal degree qualification in the area of Accounting required.
  • Experience using Class software for SMSFs or Trust administration.
  • Strong communication skills and the ability to work in a fast-paced environment.
  • Project, process-oriented, and having a passion for solving complex issues.
What We Offer:

We offer a range of benefits, including:

  • Employee Share Scheme: Receive tax-free shares on an annual basis (permanent employees only).
  • Unlimited access to external and internal learning.
  • Self-funded and bonus: Purchase 2 extra weeks of additional leave per year on top of your standard 4 weeks, plus an extra 5 days if you use your 20 days of leave within 12 months.
  • Enhanced parental leave: We offer 12 weeks of paid parental leave in addition to statutory government leave.
  • Flexible working: We offer hybrid working arrangements.
  • HUBlife: Enjoy a huge range of discounts, including health, wellness, and financial, with our corporate partners.
  • Employee Assistance Program: Well-being service provided to you and your family members.

We pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so. If you don't feel you fit this role 100%, we would still love to hear from you. Tell us what you're interested in - you still might have a skill we didn't realise we needed.

As part of our process, a police check will be conducted on all successful candidates. We are proud to be recognised as an employer of choice for women, endorsed by WORK180, and have been nominated and placed on the BOSS Best Places to work list.

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