Job Description

Job Summary

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This is a role with the Verlata Singapore team, where we primarily service law firms in Singapore and Asia. You will be primarily involved in providing project management, implementation and configuration, training and support services for our supported platforms. These include

CoreMatter

- a Practice Management and Accounting System, and

NetDocuments

- a Document and Email Management System.

The role is ideal for one who is keen to deliver solutions and build client relationships with a background and familiarity in Accounting and GST.

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Requirements

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Proven ability to build and maintain strong client relationships. Demonstrated experience in sales, preferably with SaaS. Strong communication and interpersonal skills to effectively engage with clients and internal stakeholders. Ability to manage multiple projects simultaneously and deliver exceptional results. Experience within the legal industry, and particularly with software applications used in legal practices, is a significant plus. Accounting and GST knowledge is

mandatory

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Responsibilities

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Participation in the Sales function

Understand client requirements from sales function and where appropriate identify upselling opportunities, including support packages. When working with the Sales function, provide input for implementation components, scoping and proposal fee quotes. Hold Discovery sessions with prospective and signed clients to understand firm's existing workflow and how they can be translated into the new platforms.

Project Management

Actively participate as the focal point in projects from initiation to completion, delivering updates to clients and internal stakeholders. Cultivate and manage strong relationships with assigned clients, becoming their key point of contact during and post implementation. Receipt of data and manipulation of data to fit into import sheets, and system configuration. Configuration and set up of the Accounting and GST segments in CoreMatter, including the import of Accounting Opening Balances Data input and maintenance of CRM system. (Monday.com)

Training and Delivery

Effectively deliver training to clientsConduct engaging and interactive training sessions, both virtually and in person, tailored to the needs of clients. Adapt training methods based on the learning styles and skill levels of participants. Coordinate and schedule training sessions, ensuring that all participants are notified and prepared for the training. Work closely with clients to deliver training and training materials to clients. Ensure compliance with all training requirements and maintain accurate records of training completion.

Providing Support

Responding to general user queries, providing recommendations and advice where appropriate
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Standard Role Expectations

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Responsible and accountable for all tasks outlined in the Position Description. Consistent and accurate data capture and upkeep in CRM (Monday.com) and DMS (NetDocuments). Involvement in and contribution to Verlata business initiatives. External and internal responsiveness - respond to external comms within 24 hours, even if just an acknowledgement. Being prepared for all meetings you attend, setting goals for each meeting and knowing your clear next steps and completing those. Delivering all required tasks within set deadlines, unless otherwise agreed. * Continuous product knowledge development, including feature and module releases and new solutions Verlata is delivering.