Join Us as a Technical Activation Consultant and Make Data Integration Fun!
Are you ready to be part of a team that makes data easy and fun for thousands of businesses worldwide? As an Activation Consultant at Phocas, you’ll be delivering much more than just software setup. You’ll help customers integrate their data, including key financial metrics, into Phocas software, guiding them to unlock the true value of our solutions. By working hand-in-hand with the Adoption Team you’ll help our customers achieve financial and operational results faster and smoother than ever before. Your work will be pivotal in turning complex data into a user-friendly experience, making the transition seamless from the very start!
What you’ll need to blow our customers away:
- 3+ years of experience in a technical role like technical consultant, software engineer, or solutions architect.
- Strong hands-on knowledge of relational databases, including T-SQL, MySQL, PostgreSQL, and a bit of REST API knowledge as a bonus!
- Excellent customer focus - building strong relationships and delivering outstanding customer experiences.
- Great communication skills (both written and verbal) to collaborate effectively with customers and colleagues alike.
- Ability to balance multiple projects and adapt quickly to shifting priorities in a fast-paced environment.
- Financial flair and accounting acumen are the cherry on top - previous experience in finance/accounting or exposure to budgets, forecasts, financial statements or supporting financial software will give you an edge!
What you’ll do to create a seamless experience:
- Collaborate with our Adoption team to execute the technical setup for onboarding and activation projects.
- Ensure smooth transitions from sales to software launch, making the customer journey as swift and delightful as possible.
- Identify and analyse customer needs (outline scope, goals, deliverables and configuration/technical requirements) , and customise activation processes to meet those needs while maintaining quality and efficiency.
- Extract data from customer systems using tools like MS SQL Server, Access, and more, ensuring everything is integrated smoothly into Phocas software.
- Juggle multiple projects at once, delivering fast and flawless results for a variety of customers across industries.
- Anticipate project risks, resolve challenges head-on, and escalate any issues when necessary.
- Maintain detailed, accurate records using our project management tools, ensuring nothing slips through the cracks.
- Provide technical expertise and valuable insights to improve Phocas' processes and help customers achieve rapid ROI and adoption.
- Keep yourself updated with industry trends and best practices to ensure you’re always delivering top-notch service.
A bit about us in the hope we’re the UX to your CX (it sounded better in our heads)
We’re a business planning and analytics company on a mission to make people feel good about data. Since 2001, we’ve been turning complex business data into performance-boosting results for thousands of companies. Even though we’ve grown to a global team of 300+ amazing people, we’ve held onto our start-up vibe—keeping things fast, exciting, and fun.
At Phocas, we value a growth mindset, a bias for action, and a supportive culture where everyone helps each other succeed. We believe fun comes in many forms, so whether you’re solving complex problems, leading innovative projects, or heading out early for a yoga session, we’ve got your back. As long as you’re passionate and doing what brings you joy, everything else falls into place. Less stress, higher performance, and more energy—it’s a win-win!
Oh, and did we mention the perks? Enhanced parental leave, a 30-day work-from-anywhere policy, public holiday swap, pension, healthcare, cash plan... and that’s just the start!
Ready to Make Data Feel Good and #CreateYourHappyPlace? Apply today and help us deliver exceptional data-driven experiences that bring joy around the world!
Details about the products, role and people you’ll work with can all be found at
We are a 2024 Circle Back Initiative Employer – we commit to respond to every applicant.
Phocas is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans status or any other characteristic protected by law.
To all recruitment agencies: Phocas does not accept agency resumes. Please do not forward resumes to our jobs alias, Phocas employees or any other company location. Phocas will not be responsible for any fees related to unsolicited resumes.
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Top Skills
What We Do
Phocas Software makes people feel good about data because it is easy to use.
All customers can collate and understand the key numbers critical to their work without the help of IT or a technical expert. Phocas has a low barrier to entry, reduces layers of data, decreases administration costs, and allows everyone within an organisation to understand financial performance better and act on it.
Phocas changes the way people think and work and allows you to be decisive and more confident in your decision-making. Phocas’ cloud data analytics application plugs into enterprise ERP systems and multiple other data sources.
Our team of 300 people located across the UK, Europe, Asia, Australia, New Zealand and North America live by our company values: “fun, fulfilling, forever.”
