Regional Account Consultant
1 week ago
Department:
Operations
Location:
Gqeberha
Description
This role requires an analytical, efficient and solutions focused individual to assist with onboarding clients and supporting them once live on GhostPractice- with the aim of retaining each client for the life of that firm.
Key Responsibilities
Implementation
• Understand all the functionality within the GhostPractice system.
• Installing and setting up SQL, GhostPractice and related software.
• Interviewing, collating and analysing data, software and processes at clients.
• Functional testing of software and testing the integrity of the data along with the client.
• Assisting the client with handholding and support during the Testing and Launch phases.
• Preparing, executing and managing projects including project milestone management.
• Creating, collating and maintaining project documentation and performing related administrative functions.
Support
• Assisting the support team as and when required.
• Assisting client with support queries as and when required.
Training
• Train clients on all the functionality within the GhostPractice system.
• Classroom or one-on-one Training of clients on GhostPractice.
Account Management
• Updating and maintaining CRM systems for account management functions performed.
• Manage solution implementation.
• Develop detailed GhostPractice bugnets for problems identified by clients or staff.
• Provide client feedback and manage hotlist issues.
• Assist with Billing and debtors query issue resolution.
• Assist / manage implementation to support handover.
• Assist with events, workshop and other clients related functions as required.
• Assist with other general administrative and ad hoc tasks as required.
Skills, Knowledge & Expertise
• Well presented, good telephone etiquette and good writing ability.
• Good interpersonal and communication skills- fluent in English & Afrikaans (spoken & written).
• Able to use Microsoft Office- primarily Outlook and Excel.
• Good planning skills, problem-solving skills and good data analysis skills.
• Bookkeeping skills (advantage if you have legal bookkeeping skills)
• Ability to identify trends and issues and to understand the root causes of trends and/ or issues.
• Liaise with people from various teams and manage delivery.
• Superior working knowledge of GhostPractice or software programs.
Qualifications
• Recognised Diploma in IT, Finance or Management
• MS Office Certification (Advantageous)
• Degree in Finance, Management, IT or similar (Advantageous)
Job Benefits
At Dye & Durham we strive to be visionaries As a leader in our field, we ensure our employees are ready for the next challenge in their journey with us by offering internal and external training opportunities. We offer competitive salaries and a whole host of benefits including healthcare, pension, company discounts, wellness programs, and paid days off to move house or volunteer for your favourite charity.
Do you share our DNA?
- We ask how tomorrow can be better than today
- We are passionate about solving our customer's challenges
- Our ideas break boundaries
- We value different perspectives and encourage dialogue
- We take ownership and celebrate together
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