ERP - Sr. Project Specialist

Reports to:                       Director, Professional Services

FSLA Status:                   Exempt, Full Time

Location:                     US, Remote

External Job Title: ERP - Sr. Project Specialist

Position Summary

The ERP - Sr. Project Specialist collaborates with customers and internal teams to deliver successful product rollouts and support. Responsibilities include pre-sales support, requirements gathering, project planning, project management, budgeting, documentation, on-site visits, training, and solution implementation. The role involves working on various projects in a variety of roles, from project manager to tactical execution, to being an internal resource or expert. It primarily supports our Merchant Ag solutions but also engages with all business units and interacts with technical teams, product teams, customer support, sales, product users, IT, and project sponsors.

Key Responsibilities
Pre-Sales / Requirements Gathering:

• Support sales with product demonstrations and client meetings.
• Lead discovery and requirements gathering sessions.
• Prepare Statements of Work, budgets, and project plans.
• Collaborate with development and technical teams for project estimates.
• Communicate project scope, risks, and plans with clients.

Product Implementations:

• Develop strategies for customer onboarding and implementations.
• Plan, schedule, and report on implementation progress.
• Coordinate with technical resources, sales teams, and customers.
• Provide after-hours and weekend support as needed.
• Train and support end-users during and post-implementation.
• Ensure customers have necessary resources and test system setups.
• Act as a liaison between business and technical teams and drive project progress.
• Travel to client sites as needed.

Project Management:

• Maintain weekly timesheets and tracking of hours worked assigned to projects and tasks.
• Update all project notes and project status reports weekly
• Align project objectives with company goals.
• Maintain project documentation and track progress.
• Schedule and document project meetings.
• Monitor project milestones, budget, and publish status reports.
• Manage changes to meet project outputs and work on multiple projects simultaneously.
• Foster partnerships with customers and stakeholders.

Overarching Duties:

• Maintain subject matter expertise and become a power user of all solutions.
• Create and update training documents.
• Maintain a positive attitude and measure success through customer satisfaction and usage metrics.
• Refine processes based on new learnings and share information with the team.
• Provide backup support to other team members as needed.
• Drive to and from customer or job sites, while safely operating a company-provided or personal vehicle and adhering to all traffic laws and safety regulations, including no handheld phone use while driving 
• Perform other duties as assigned.

Qualifications

• Bachelor’s degree preferred from an accredited college or university –or - Associate degree and three years related experience and/or training   
• Minimum of 5 years of relevant work experience
• Strong preference for those with ERP software implementation experience
• Agricultural industry preferred 
• Experience using project management tools (e.g., Smartsheet, Basecamp, Oracle OpenAir, Centraprise) and software support technologies (e.g., Salesforce Service Cloud), PowerPoint, Excel is desirable.  
• Must be able to operate a motor vehicle safely and legally while complying with all applicable traffic laws and company policies, including the use of hands-free communication devices.
• Must maintain a valid driver's license and an acceptable driving record.

Competencies for Success

• Excellent written and verbal communication: Presents oneself clearly and articulately when speaking, assuring that others fully comprehend the intended message; Uses appropriate grammar tailored to the audience

• Analytical and Critical Thinking: Review and manage data with strong attention to detail; combine facts with likely possibilities; articulate and resolve complex problems
• Quality Focused: A recognition of the value of doing things the right way; having a high sense of integrity and thoughtfulness in your actions
• Action Oriented: A bias for action, when you see a problem, you solve it using your technical savvy and internal resources