Professional Services Consultant

Reposted Yesterday
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San José, San José
In-Office
Senior level
Software
The Role
The Professional Services Consultant will implement FreeBalance solutions, manage client relationships, conduct software training, and oversee project milestones.
Summary Generated by Built In
FreeBalance is looking for a Professional Services Consultant ( Payroll Expert) with prior ERP implementation Experience and Solution Design to join its team in San Jose, Costa Rica. FreeBalance Professional Services Consultants work with customers to help implement and support FreeBalance solutions for Public Financial Management (PFM). This role involves a deep understanding of both Payroll practices and ERP systems, allowing the consultant to effectively design and implement solutions that improve payroll operations and efficiency. Professional Services Consultants must be able to effectively transfer knowledge and train government users on good practices and the functional and technical aspects of the FreeBalance Accountability Suite or other FreeBalance (productized and consultancy) services.   

Main Responsibilities:

  • Implementation and deployment of FreeBalance solutions following the company’s ISO 9001:2015 certified implementation methodology.
  • Manage customer expectations and advocate FreeBalance values and good practices.
  • Conduct a detailed business requirements review with customers and prepare storyboards for approval and sign-off that would then be deployed at the customer as part of the implementation
  • Configure and demonstrate FreeBalance software to help demonstrate the mapping between the process and the solution.
  • Develop acceptance test plans and conduct acceptance testing of the configured FreeBalance software/system with the client.
  • Develop training material and deliver required product and user training courses, including ‘Train the Trainer’, to meet the client’s needs.
  • Gather and document payroll and business requirements
  • Configure and demonstrate payroll solutions aligned to client processes
  • Transfer knowledge to the client related to project tasks and activities, and the correct use of the FreeBalance solution.
  • Use effective leadership skills to complete all phases of projects from inception through to completion.
  • Provide input to product management on functional matters and future product requirements based on feedback from the client.
  • Report progress on all assigned activities and deliverables to the Project Manager.
  • Work with the Project Manager and team to achieve all milestones in a timely manner and on budget.
  • Perform all other duties related to assigned projects, FreeBalance Objectives and Key Results (OKRs), and stated qualifications and competencies.

Skills and Qualifcations:

  • Minimum University degree in Accounting, Human Resources, or a related field such as Commerce, Business Administration, Financial Administration, with strong financial management experience.
  • Payroll, Human Resources or Financial designation (e.g., PCP, CPM, CMA, CGA, etc.) and work experience with a large national accounting firm or ERP firm is an asset.
  • Strong understanding of payroll processes and public-sector financial management
  • Strong analytical, communication, and stakeholder management skills
  • 10 years of Information Systems Experience.
  • 5 years of experience in ERP software implementation, ideally related to financial management systems.
  • Solid understanding of public sector financial management policies, processes, and procedures.
  • Experience with various ERP systems and their HR modules. 
  • Demonstrated experience in implementing and deploying software applications, gathering and documenting requirements, particularly for the development and implementation of software applications.
  • The ability to translate HR business needs into system requirements and design solutions that meet those needs. 
  • Previous experience in software configuration of a comprehensive solution for Financial Management or Enterprise Resource Planning.
  • Ability to identify and address challenges during the implementation process and to analyze data to improve HR processes. 
  • Demonstrated experience working with customers, resulting in a positive and ongoing relationship.
  • Maintaining a professional demeanor with the customer and colleagues.
  • Strong analytical skills with multi-tasking ability.
  • Excellent interpersonal and communication (verbal and written) skills in English.

We thank all applicants for their interest; however, only those selected for an interview will be contacted. FreeBalance is an inclusive employer dedicated to building a diverse workforce to increase the representation of the designated groups based on each country’s legislation. We encourage applications from all qualified candidates and will accommodate applicants’ needs under the respective labour law throughout all stages of the recruitment process.

Top Skills

Accounting Software
Erp Systems
Freebalance Software
Hr Modules
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The Company
HQ: Washington , DC
210 Employees
Year Founded: 1984

What We Do

FreeBalance is a purpose-led organisation dedicated to improving citizen wellbeing around the world.

Our Public Financial Management (PFM) and GovTech solutions, advisory services and training deliver realistic and impactful public sector reform that enhance transparency, improve effectiveness, restore trust and create innovation breakthrough opportunities. We believe strongly in fiscal transparency and accountability and our products help bring the power of open government to citizens and decision-makers around the world.

With a 35-year track record of success and operations in 27 countries, FreeBalance has unparalleled experience in public finance reform and is a specialized Business-to-Government (B2G) firm.

The FreeBalance team is composed of passionate and inspired people who build solutions that make a difference. With over 30 different nationalities in the team we pride ourselves on our diversity and are deeply committed to building local talent in the countries in which we operate. This diversity of thinking helps us to create solutions relevant to the country context.

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