Functional Specialist

Job Summary

Lead end-to-end implementation of IRIS Carbon's SaaS platform for clients, from initial setup to go-live. Configure the platform to client-specific needs, coordinate with internal teams, conduct training sessions and workshops to educate clients, and maintain strong client relationships to ensure high levels of satisfaction. Manage multiple projects concurrently with strong organizational skills, ensuring timely delivery and quality outcomes. Travel for client meetings or workshops as needed.

Role and Responsibilities

• Client Onboarding and Implementation: Lead end-to-end implementation of IRIS Carbon's SaaS platform for clients, from initial setup to go-live.
• Solution Customization: Work with clients to configure IRIS Carbon's platform to their specific needs.
• Internal Coordination: Coordinate with key internal stakeholders (Tech, Support, Services, and CSE teams) to deliver seamless implementation.
• Client Training and Engagement: Conduct training sessions, demos, and workshops to educate clients on using IRIS Carbon's products and help clients understand best practices.
• High degree of Ownership and Accountability: Maintain strong relationships with clients and ensure high levels of customer satisfaction.
• Issue Resolution: Act as the primary point of contact for client queries, troubleshooting technical issues, and ensuring timely resolution to maintain high client satisfaction.
• Feedback Loop: Collaborate with the product team to share client insights, suggesting enhancements to existing features and potential new features.

Requirements

• Experience: 2-4 years in a client-facing implementation or functional consulting role in a SaaS environment, ideally in financial reporting or related areas, with the ability to troubleshoot issues and train users.
• Education: MBA-Finance/ MCA / BE / BTech
• Domain Exposure: Good understanding of Finance, Accounting, or ERP systems (e.g., Oracle, SAP or similar platforms), High level of proficiency in Microsoft Office.
• Interpersonal & Presentation: Exceptional interpersonal and presentation skills (articulating complex concepts clearly and persuasively), with a track record of managing client expectations and delivering actionable insights during implementation.
• Project Management: Manage multiple projects simultaneously with strong organizational skills, ensuring timely delivery and quality outcomes.
• Data & Systems: Familiarity with data integration (e.g., ERP systems like SAP, Oracle, Sage, IBM Cognos and Consolidation Systems).
• Analytical & Problem-Solving: Strong analytical and problem-solving skills.
• Communication: Excellent written and verbal communication skills.
• Preferred Backgrounds: Functional consultants from product companies like SAP, Oracle, etc.; Professionals who have worked in implementation teams in RegTech, FinTech, or SaaS-based financial tools.
• Experience Range: 5-10 years of experience in a functional consulting, business analysis, or SaaS implementation role.
• Additional: Willingness to travel for client meetings or workshops as needed.

Skills & Competencies

• Product Knowledge
• Finance and Accounting
• pre-sales
• implementation

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