- Consult with complex Business Offices on Accounting & Student Billing platform transition options, evaluating, demonstrating, and revising setup options.
- Orchestrate Business Office change management by documenting, socializing, and deploying approved tailored configurations.
- Create documented workflow models for schools’ Business Offices using Veracross Accounting & Student Billing modules.
- Develop implementation project plans with the Lead Project Manager based on module configuration.
- Develop and orchestrate tailored Accounting & Student Billing support handoffs.
- Mentor clients on chart of accounts design as needed.
- Coach Implementation Managers from basic to moderate Accounting consulting proficiency.
- Write and update internal documentation for standardized implementation, training, and adoption processes.
- Lead training engagements for strategic and high-complexity Accounting offices and maintain product feedback from consultations.
- Participate with Marketing and Sales in 2–3 Independent School Business Office conferences a year.