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Sage Pre-Sales Analyst

Location: San Diego, CA, United States
Job # 9910609
Date Posted: 09-12-2017
Title: Sage Pre-Sales Analyst
Location: San Diego, CA 92108
Salary: $50,000 - $75,000 Annually

We are looking to hire an individual who is a Sage 300 integrator or consultant who loves being in front of the business users and has a knack for evangelizing Sage 300. This individual will provide friendly on-site and remote support for our clients using Sage software; Investigate and resolve Sage user application questions and issues; Assist in the sales support cycle, training, planning and consulting of new installations, implementations and upgrades.

Job Responsibilities
  • Provide on-site, and remote support to users of Sage software applications.
  • Research source of errors, resolve problems and recommend program changes.
  • Answer client inquiries in regards to specific software such as Sage, database, printing and operating systems.
  • Help in teaching procedures and answer all client requests for information.
  • Correction of client technical problems including those that may impact data files on client systems.
  • Manage new installations of Sage application and peripheral software at client site.
  • Test for compatibility and proper function of applications including Sage authorized third party software products (Crystal Reports and Sage Intelligence).
  • Plan, manage and execute software installations and upgrades. Migrate client data from other accounting systems.
  • Effectively present information and respond to questions from groups of managers, clients, customers and the general public.
  • Define problems, collect data, establish facts, and draw valid conclusions.
  • Interpret an extensive variety of technical instructions in written and verbal form and deal with abstract and concrete variables.
  • Assist in the design or creation of on-going data imports and exports of data.
  • Create custom reports using programming language or reporting tools, such as Crystal Reports, Excel and SQL Queries.
  • Assist sales staff with product demonstrations to potential customers.
  • Must be able to assess prospect’s business needs and show how software will work / solve issues.
  • Always be on the lookout for prospective sales opportunities when working with clients.
  • Recommend new / additional products and pursue the sales opportunity or refer to sales staff. 
  • Conduct Sage 300 pre-sales technical demonstrations how to use Sage 300 financial modules for Logistics customers
  • Work directly with customers to train basic Sage 300 Financial modules, statements, and configuration
  • Work with our Logistics integration partner and learn in house expert on Logistics / shipping resource planning integration with finance
  • Work with our Sage 300 implementation partner as primary point of contact
  • Create educational and sales presentation videos based on customer requests
  • Help test new functionality and upgrades to new versions of Sage 300
  • Create new reports and statements based on new customer requirements
  • Help build requirements documentation
Qualifications & Experience
  • 5+ years consulting in Sage 300 and related financial software / ERP implementations
  • BSc/BA in accounting or similar field is preferred
  • Expert in Sage 300 financial module or related financial software package
  • Superior expertise in financial statements and reporting
  • Expertise in migrating/ importing / and configuring financial data in Sage 300, GL, AP, AR
  • Deep understanding of multi-national finance workflows and configuration with mult-currency.
  • Experience in logistics / transportation is a plus but not requirement
  • Experience in BI analytics with Crystal Reports is a plus but not a requirement
  • Experience in MSFT SQL Server is a plus
  • Excellent verbal communication ability
  • Organizational and time-management skills
  • Attention to detail
  • Teamwork skills
  • Ability to work independently and meet tight deadline
Please submit an updated version of your resume for immediate consideration. Thank you!
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