Consultant - Software Implementation Specialist

  • Raleigh, NC
  • Employees can work remotely
  • Full-time

Company Description

insightsoftware is a growing, dynamic computer software company that helps businesses achieve greater levels of financial intelligence across their organization with our world-class financial reporting solutions. At insightsoftware, you will learn and grow in a fast-paced, supportive environment that will take your career to the next level. We are looking for future insighters who can demonstrate teamwork, results orientation, a growth mindset, disciplined execution, and a winning attitude to join our growing team!

Job Description

As a Software Implementation Specialist, you will be implementing solutions based on the latest Cloud technology for leading, world-class customers under the direction of a project lead. Over time, you will become an expert at implementing our solutions and eventually become a trusted advisor and coach to our customers. To be successful in this role, you will need a good understanding of the Finance function of larger organizations and an ability to learn how to use and configure modern budgeting and reporting business applications quickly. 

What will you do?

  • Implement one or more of our products for new and existing customers (BIZVIEW, CXO, TideMark, Longview Tax, Longview Planning, Longview Consolidation)
  • Enhance and maintain existing customer’s applications 
  • With supervision from more senior colleagues, analyze customer requirements to create maintainable applications following best practice guidelines on application and information design  
  • Develop prototypes within feasibility studies  
  • Set-up configures and tests components of customer solutions 
  • - Integrate products with customers back-end ERP systems and other data sources 
  • In time, will coach partners and customer in the configuration of customer solutions  
  • Manage system testing and rollout activities  
  • Assist with System benchmarking  
  • Assist with execution and reconciliation of data conversion  
  • Provide acceptance testing and post-conversion support  

How will you do it?

  • Communication - Communicate effectively with customers and internal cross-functional partners, creating promoters at every touchpoint  
  • Teamwork - Work cross-functionally to achieve team and individual goals  
  • Enthusiasm - Exhibit passion and excitement and embrace a can-do attitude  
  • Perseverance - Demonstrate focus and commitment to solving complex issues through to completion  
  • Drive and Discipline - Operate in a fast-paced, dynamic environment with a focus on generating high-quality results


  • Bachelor or Master’s degree in Finance, Accounting, or Business Systems 
  • 1-3 years of experience in a customer services role (consulting) within the Finance function of an organization 
  • Excellent presentation, written and oral communication skills 
  • Deep understanding of the business context of Tax, Consolidation, or Planning and Forecasting activities 
  • Proficient in software development and knowledgeable of development languages, while many of the development languages are proprietary a good understanding of coding and development is desired.  
  • Strong troubleshooting and problem-solving skills 
  • Very structured working methodology, ability to deal with several different activities in parallel 
  • Proficient in generally-used business applications such as Microsoft Office, especially Excel, as well as CRM and ERP software solutions 
  • Ability to travel up to 60% (eventually - no travel required for the foreseeable future due to COVID-19)

Additional Information

All your information will be kept confidential according to EEO guidelines.

** At this time insightsoftware is not able to offer sponsorship to candidates who are not eligible to work in the stated work location. **