Implementation Consultant

About SurePoint

SurePoint® Technologies delivers award-winning software that helps mid-sized law firms boost efficiency and maximize financial performance. Our cloud-based solutions connect client management, practice management, and financial systems to improve efficiency and collaboration.

With over 40 years in legal tech and a team of CPAs, former lawyers, and top engineers, we understand what law firms need to thrive. We’re passionate about building tools that reduce administrative work – so our customers can focus on what matters most: serving their clients.

Job Overview:

The Implementation Consultant ensures flawless client onboarding experiences for our legal accounting software in the mid-market law firm space. This role acts as a key member of the Delivery team and plays an important role in successfully helping SurePoint meet our growth goals by allowing the organization to maximize resources in successfully onboarding a steady increase in clients monthly.

Responsibilities and Duties:

• Implement our Legal Accounting software using proven and effective implementation techniques
• Carry out project tasks and ensure timely completion of key milestones
• Consult with clients on their business requirements to ensure that our products meet their needs
• Provide consultation to clients from preliminary phase through go live and month’s end close processes
• Understand client needs from the planning phase and translating that into the correct set up in our software
• Promote adoption and understanding of our technology to clients so they can reach maximum productivity
• Work closely with internal key stakeholders, sometimes across functions, to ensure a successful implementation
• Work on SOW projects with existing clients as assigned
• Operate like a small business, meeting utilization target with clients. Work independently without oversight
• Address client issues in a timely manner and help guide client training and issue resolution
• Work with internal project teams to gather requirements, iterate on client feedback, and champion best-practices
• Ability to travel 10-25%

Skills and Qualifications:

• Bachelor's degree from an accredited university in Accounting or Finance, or equivalent experience
• 2+ years of experience in an implementation role in a technology company (legal and/or accounting experience along with a SaaS model preferred)
• Through internal training, ability to become knowledgeable about accounting and financial terminology and legal management software capabilities
• Strong analytical and technical skills with Microsoft Suite, basic SQL
• Strong communication and interpersonal skills
• Flexibility and organizational skills within our deadline-driven and time-sensitive environment

At SurePoint, we know our people are our greatest strength. That’s why we offer a comprehensive total rewards package – and we’re always evolving our benefits to support employee needs at every stage of life and career.

Benefits Include

• Health Insurance (medical, dental, vision)
• Flexible Spending Accounts
• Life, Short-term and Long-term Disability Insurance (employer paid)
• Health Savings Accounts
• Wellbeing Benefits
• 401K (immediately vested, employer match)
• Paid Time Off (Flexible PTO, holidays)
• Employee Assistance Program
• Summer Flex Fridays

To learn more about SurePoint and our products, visit our corporate web site at www.surepoint.com and follow us on LinkedIn, Facebook and Twitter.

SurePoint is proud to be an Equal Opportunity Employer. All applicants will be considered without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, ancestry, age, physical or mental disability, veteran status, medical condition, or any other classification protected by law.