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Client Solutions Consultant – Buffalo

Reports to: Client Success & Solutions Manager

Location: Buffalo, USA

Date Posted: 28th May, 2019


C2P is a world leading product compliance workflow platform built and sold by Compliance & Risks. It is used by over 250 major name clients many of whom are the leading product household names in the world.

This role involves taking the lead for the design of client solutions in both pre-sales and implementation stages of the sales process. The consultant’s role involves leading client regulatory process workshops on-line, or at client sites; owning solution design for the client and project managing client implementations/bespoke projects. A key element of the consultants role will also be owning solution design support for prospects in pre-sales with the business development team where expert technical product knowledge is required.

Key Responsibilities:

Business Development Support – Mostly Pre-Sale

  • Provide support to the Business Development Team in more complex Client Solutions where your C2P expertise is required
  • Attend Client Meetings, both remotely and on site, with the Business Development Team member 
  • Elements of the post Sales Implementation Process may begin at the Pre-Sales Stage including Client Workshops diagnosing needs / challenges / processes

C2P ImplementationAnalysis Phase

  • Implementation’ aims to ‘match’ the capabilities of our compliance knowledge management tool – C2P to the needs of the client’s organization. The consultant’s role involves performing Client engagements on-line, or at Client site meetings or workshops and facilitating Clients to scope a project:
    • Establish how the Client’s current Standard & Regulatory (S&R) product compliance process works and what resources/people/experience/expertise and responsibilities are in place
    • Define Client process goals in conjunction with Client
    • Decide what challenges should be addressed in the context of the Client’s corporate goals
    • Of the issues needing addressing, defining which of these can C2P best address
    • Map requirements and available resources and expertise to C2P process
    • Work through configuration options ‘live’ on the system, evaluating options
    • Establish how best to implement work flow steps to suit Client’s organization and staff roles
    • Explore any (C2P) reporting requirements, including management reporting needs
  • Definition and development of consulting offerings, development of concepts, models and approaches to solving client needs
  • Reporting on the findings of workshops or other engagements 
  • Description/diagram of Client processes

C2P ImplementationImplementation Phase 

  • Configuring C2P to meet Client’s needs
  • Training / presenting to users
  • Giving feedback and input into the future development of the C2P tool

C2P ImplementationAdoption and Metrics Phase

  • Assist and influence clients to ‘Embed’ C2P in their organization and so derive maximum value from their investment
  • Work closely with the Account Manager for your assigned Clients 

Internal Process Improvement

  • Participate in the development of policies procedures and processes to drive reduction of costs and / or increase in revenue/ profit
  • Ensure best practice is leveraged across the Client Success Team and that each member of the Team contributes to increasing the overall team knowledge

Collaboration with Others

  • Training of others in other departments when required
  • Responding to support requests from Business Development Managers to assist with a sale. This is a growth environment
  • Inputting on development of C2P
  • Input in the development of other Compliance & Risks offerings e.g. Managed Services

Prior Experience and Qualifications

  • Educated to degree level, in a technical or business field
  • Previous experience implementing & configuration of Enterprise Systems or Technical Sales or equivalent [Ideally in a SaaS environment] 
  • Project Management expertise
  • Experience in Demo & Training of Enterprise Systems to Clients onsite and remotely
  • Experience in group facilitation to work out processes, implementation steps, integration issues etc with prospective clients is highly desirable
  • Experience in a compliance and regulatory environment is highly desirable

To apply for this position please click here.