Phocas Software

Phocas has thousands of customers across North America, the UK, Europe and Australia. We're experts in helping manufacturing, distribution and retail customers turn their company data into results. From easy-to-read dashboards, to the renowned lightning-fast grid, everything about Phocas is designed for ease-of-use. Phocas allows you to drill from high level dashboards right down into the underlying transactions. It’s not just turning data into pretty pictures, it's about seeing the data that makes your business tick. Phocas is loved by users. We have a marvelous 98% customer retention rate. Phocas ranks #1 in G2 Crowd. #1 in CrowdReviews. And #1 BARC BI survey. Phocas lists in Deloitte's Fast 50. Learn more about Phocas and our offerings

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Jobs at this company:

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🔥 Customer Success Consultant

Posted 9 days ago

📍 CA, NV, NC, FL, AL, DC, MA, MI, MN, MT, NE, NY, OK, OR, SC, TX, WA, WV, GA

💸 85000.0 - 100000.0 USD per year

🔍 SaaS/IT/Fintech

🔧 Requirements

Minimum 3 years’ prior experience working in Customer Success or Account Management roles, ideally within the SaaS/IT/Fintech industry
Proven track record of meeting or exceeding retention goals / customer satisfaction metrics
Experience with a similar product base - ideally FP&A related products, BI, CRM, or ERP software products
A love of working with customers and developing long-term value
Previous experience within a Customer Success role within SaaS
Excellent presentation, training and communication skills
Experience with managing strategic accounts & building trust relationship with C-suite
Ideally, a good working knowledge of ERP
Solid understanding of business needs and customer focus with a dedication to customer experience

💡 Responsibilities

Proactively drive activities that increase brand awareness, product presence and user adoption.
Provide exceptional service and support, and ensure the customer is gaining value from their investment through coaching, advice and training
Guiding clients through onboarding, issue resolution, and adoption phases with your fantastic communication and training abilities
Identify new business opportunities within the account for revenue growth
Collaborate with global colleagues to continuously improve products, internal processes and documentation as they relate to customer success

Communication SkillsCustomer serviceRESTful APIsAccountingPresentation skillsInterpersonal skillsExcellent communication skillsAccount ManagementTrainingClient relationship managementRelationship managementCRMFinancial analysisFinanceCustomer supportCustomer SuccessSaaS

Posted 9 days ago

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🔥 Technical Consultant - Activation

Posted about 1 month ago

📍 United States

🧭 Full-Time

🔍 Business Planning and Analytics

🔧 Requirements

Experience managing onboarding, implementation, or activation projects for tech products or services.
Confidence in gathering customer requirements and translating them into clear technical scopes.
Strong collaboration skills, working effectively with customers and internal teams to deliver outcomes.
Problem-solving ability with experience identifying and addressing risks or blockers.
Technical skills in data extraction and manipulation, especially using tools like MS SQL Server and Access.
Excellent time management and multitasking capabilities across multiple projects.
A proactive mindset, offering guidance and support to colleagues where needed.
Comfortable using project management tools to document and track progress.
Curiosity and drive to stay current with industry trends and best practices.

💡 Responsibilities

Partner with the Adoption team to deliver seamless technical onboarding and activation experiences.
Scope and tailor activation plans to meet each customer’s unique needs and goals.
Collaborate across teams to meet project milestones and deliver value quickly.
Manage project risks and challenges effectively, escalating where necessary.
Lead data extractions from customer systems and configure our solutions to meet project specs.
Handle multiple customer implementations with efficiency and attention to detail.
Share feedback and insights with the wider business to help improve product adoption and user experience.
Keep accurate project records and contribute to process improvement initiatives.
Flex your skills across different teams when needed to support business priorities.

Project ManagementSQLMicrosoft SQL ServerProject CoordinationCommunication SkillsProblem SolvingOrganizational skillsTime ManagementAdaptabilityMS OfficeActive listeningCustomer Success

Posted about 1 month ago

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🔥 Technical Consultant - Adoption

Posted about 1 month ago

🧭 Full-Time

🔍 Software Development

🔧 Requirements

Project management experience
Experience in a technical or customer-facing role such as onboarding specialist, technical consultant, support engineer, solutions engineer, customer success consultant, or technical project manager would be highly valuable.
Strong knowledge of project management tools such as Smartsheet's and JIRA
Be a customer crusader - Possess an ability to build strong relationships, deliver exceptional experiences and put a smile on every customers face!
A champion of agile methodologies, including the ability to manage and prioritize multiple projects simultaneously.
Familiarity with customer adoption and engagement metrics and ability to analyze data to drive insights and actions.
Icing on the cake - a good knowledge of relational databases including T-SQL, MySQL, and PostgreSQL, with a sprinkle of REST API knowledge for that extra advantage!
Financial flair and accounting acumen are the cherry on top - previous experience in finance or accounting will give you an edge!

💡 Responsibilities

Deliver onboarding projects for new and existing customers that deliver value by driving early usage and engagement
Identify and understand customer needs and requirements and tailor adoption projects to meet those needs
Plan and manage projects that keep stakeholders engaged, with a shared sense of urgency and purpose, driving quick and effective project completion through clear timelines, milestones and deliverables
Implement and configure Phocas software and deliver training where required to meet project milestones.
Maintain clear and frequent communication with all project stakeholders to maintain project momentum at all time
Collaborate with technical teams (Activation/Solutions/Product) to provide feedback on customer needs and preferences
Prepare to face challenges head-on! Anticipate project risks and issues, confidently address them, mitigate risks and issues, escalating where required
Keep clear and accurate records in our project management tools at all times. Your meticulous attention to detail will ensure nothing slips through the cracks

Posted about 1 month ago

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🔥 Sales Account Executive (SaaS - Mid-Market - Expansion)

Posted 6 months ago

📍 United Kingdom

🔍 SaaS, Business Intelligence, Analytics, Accounting Technology, ERP Solutions

🔧 Requirements

Degree qualified or relevant work experience.
3+ years previous quota-carrying sales experience, ideally with software-based solutions in a B2B environment.
Experience with CRM systems such as Salesforce or HubSpot.
Strong listening skills and ability to apply new learnings.
Willingness to learn tools for lead generation.
Ability to travel 15-25% of the time (domestic & international).
Experience in business intelligence, accounting technology, and/or ERP solutions.
Prior sales methodology training (e.g., SPIN, Challenger, MEDDIC) is highly desired.

💡 Responsibilities

Proactively engage existing customers through various channels to identify opportunities for upselling and cross-selling.
Analyze customer accounts, evaluate pain points, and propose Phocas solutions to address their needs.
Articulate Phocas’ solutions' value, prepare and deliver customized demos, and achieve monthly sales quotas.
Accurately forecast sales activity and revenue achievement.
Stay informed about industry segments and developments, and attend trade shows to showcase products.

Business DevelopmentBusiness IntelligenceData AnalysisSalesforceGoCommunication SkillsAnalytical SkillsCollaborationProblem SolvingNegotiationAttention to detailOrganizational skillsPresentation skillsTime ManagementWritten communication

Posted 6 months ago

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