1. Customer Implementations (Primary Focus)
● Configure our software solutions for customer implementations.
● Configure dashboards, reports, users, permissions and customer-specific settings.
● Coordinate customer onboarding and implementation activities.
● Maintain implementation standards and reusable templates.

2. Financial Mapping & Configuration
● Perform Trial Balance mapping for our software solutions.
● Validate KPI mappings and financial data.
● Interpret Trial Balances and financial reports.
● Maintain mapping standards and documentation.
● Assist with AI-assisted mapping processes.
● Resolve customer configuration and mapping issues.

3. Project Coordination
● Prepare implementation plans.
● Coordinate implementation workshops and WIP meetings.
● Track milestones and customer actions.
● Liaise with developers regarding customisation requests.
● Support customer go-live activities.

4. Product Expertise & Continuous Improvement
● Develop expert knowledge of Op2ma software platforms.
● Review customer utilisation and identify improvement opportunities.
● Translate complex product capabilities into practical customer solutions.
● Support Product Owner with enhancement ideas and customer feedback.
● Develop implementation templates, checklists and best-practice documentation.
● Recommend workflow automation and AI opportunities.

5. Product Quality & Testing
● Perform configuration validation and testing.
● Support User Acceptance Testing.
● Test new releases and verify bug fixes.
● Maintain implementation documentation and knowledge base.

6. AI & Productivity
● Use nominated Ai tools (eg – Gemini) in daily work.
● Develop reusable prompts and implementation templates.
● Improve implementation documentation using AI.
● Identify productivity improvements and automation opportunities.

7. Help Desk & Client Support
● Manage and resolve incoming client inquiries through our help desk system, ensuring timely
and accurate resolution.
● Proactively identify patterns in inquiries to suggest product or documentation
improvements.

Essential Skills
● Strong customer communication skills.
● Excellent written and spoken English.
● Strong analytical and problem-solving skills.
● Advanced Microsoft Excel or Google Sheets skills including formulas, PivotTables, lookups
and data analysis.
● Good understanding of accounting principles and financial statements.
● Ability to interpret Trial Balances and financial reports.
● Excellent attention to detail.
● Strong organisational and project coordination skills.
● Ability to manage multiple customer implementations simultaneously.
● Ability to quickly learn complex enterprise software platforms.
● Strong documentation skills.
● Confidence using AI productivity tools.
● Experience with Google Workspace (Docs, Sheets, Slides, Gmail).
● Proficiency in Jira for project and issue tracking.

Highly Desirable Skills
● Accounting qualification or studying towards one.
● Business, Finance or Accounting degree.
● Enterprise SaaS implementation experience.
● Business Intelligence or reporting experience.
● ERP or accounting software experience.
● SQL or database knowledge.
● Automotive industry experience.
● HubSpot.
● Gemini and AI tools in Google Workspace Business.

Personal Attributes
● Analytical.
● Highly organised.
● Process-driven.
● Customer-focused.
● Professional.
● Reliable.
● Curious.
● Solution-oriented.
● Continuous learner.
● Calm under pressure.
● Self-starter capable of managing a remote project load with minimal oversight.

Key Performance Indicators

Implementation Delivery
● Implementations completed within agreed timeframes.
● Successful customer go-lives.
● High implementation satisfaction.
● Low implementation defect rates.

Configuration Quality
● High Trial Balance mapping accuracy.
● High configuration accuracy.
● Minimal rework required.
● Implementation standards consistently achieved.

Project Coordination
● Implementation milestones achieved.
● WIP meetings and customer communications completed on schedule.
● Customer actions tracked and completed.

Continuous Improvement
● Product improvement recommendations provided.
● Reusable templates and documentation developed.
● AI adoption improves implementation efficiency.
● Implementation processes continually refined.