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Financial Services Consultant II
Financial Services Consultant II-August 2024
Virtual
Aug 1, 2025
About Financial Services Consultant II

  Financial Services Consultant II

  United States

  Apply

  About CentralSquare Technologies

  CentralSquare is a unique enterprise software company whose mission is to build safer, smarter, more connected communities. More than 8,000 public sector agencies trust CentralSquare solutions each and every day. We serve governments of all sizes, from small towns to major cities, to make delivering public services less costly and more efficient.

  Job Description

  What We’re About:

  At CentralSquare, you’ll get the opportunity to work in a collaborative environment within a company that builds complex web-based enterprise applications for our Public Servants across North America. As over 250 Million citizens in the US are impacted by CentralSquare Software, we are on a trajectory to revolutionize the way agencies address citizens’ needs by improving quality of life and building safer, smarter communities...and we need great candidates to do it!

  Looking to grow your career? That’s great! Hard work should be rewarded, and we are committed to cultivating careers while providing competitive compensation and a great benefits package, including tuition reimbursement, parental leave, paid volunteer hours, and unlimited PTO. Our flexible work environment also enables you to take advantage of an excellent work-life balance whether you are in office or working remotely.

  The Role

  This role works with customers to implement CentralSquare software solutions. This role typically participates under the direction of a Project Manager to review the business process, document requirements, perform system configuration, training, testing, and rollout activities. This role must work with sales support to articulate Professional Services approach, estimates, and value propositions, thought leadership, and delivery of Customer Value Added Service.

  Job Duties

  Assist customers with system configuration based on recommended best practices, workflows, and business requirements

  Perform system demonstrations and assist the customer with system review prior to go-live

  Develop and maintain subject matter expert knowledge for the configuration of our software solutions

  Provide consistent follow-through on the project tasks, deliverables, and communications with the Project Manager and the clients

  Build and maintain strong working relationships with customers

  Work independently with minimal supervision to meet required deadlines for a project as well as taking responsibility and ownership of issues and assignments

  Work with a wide range of disciplines and personalities, both internally and externally

  Works independently and may QA the work of other consultants

  Plans his or her training projects as needed

  Mentor junior resources to grow their skill sets and maintain a high-functioning team

  May conduct one on ones with team members

  Assists team members on escalations when needed for small/medium size projects. Consult on large size projects with the help of manager

  Maintains current and identify new professional services tools and/or software to increase productivity

  May lead large group meetings on process and product

  May lead weekly team meetings and provide weekly status notes

  Comfortably and effectively presents to audiences of various sizes and leadership levels internal and external

  May communicate and review work assignments with the team

  May work with team members to proactively avoid repeat problems for future implementations

  May create weekly financial milestones, monthly forecasting for revenue recognition, and end-of month project percent complete

  May create forecasts of revenue for projects

  Skills & Requirements

  Requirements:

  B.A. or B.S. Degree or an Associate's Degree or certificate with equivalent work experience

  4-5 years of experience

  Ability to adapt quickly to changing business and customer needs, maintaining a high degree of flexibility

  Ability to handle multiple projects and tasks simultaneously

  Ability to learn new applications and system features quickly

  Dedicated to the best possible customer experience and takes initiative to improve it

  Desire to travel up to 75% for training at customer sites

  Ability to articulate technical and functional concepts to technical and non-technical audiences

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