Regional Account Consultant at Dye & Durham Corporation

• 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.
• Converting non-financial client's data from Legacy system into GhostPractice.
• 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.
• Problem solving of client issues.

Support

• 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

• Extracting data from various systems and compiling it into useable information.
• Updating and maintaining CRM systems for account management functions performed.
• 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)