Job Description
ROLE PURPOSE
Be the practical architect of operational excellence for GB Advisors clients, translating business requirements and project management proposals into robust, customized SaaS solutions, ensuring flawless technical configuration and platform integration (e.g., Monday, Freshworks) to maximize software adoption, generating success stories that directly drive customer loyalty and portfolio growth.
KEY RESPONSABILITIES
Functional Consulting and Solution Design (Strategic Focus)
1. Lead technical design sessions for Software Implementation Project (SIP) and Booster Week initiatives. This includes translating the client’s business processes into a functional, scalable platform configuration architecture aligned with the scope defined by the Project Manager.
2. Advise the client and Project Manager on SaaS platform best practices (Monday, Freshworks, etc.), proposing workflow optimizations, data modeling, and automation strategies.
Be the practical architect of operational excellence for GB Advisors clients, translating business requirements and project management proposals into robust, customized SaaS solutions, ensuring flawless technical configuration and platform integration (e.g., Monday, Freshworks) to maximize software adoption, generating success stories that directly drive customer loyalty and portfolio growth.
KEY RESPONSABILITIES
Functional Consulting and Solution Design (Strategic Focus)
1. Lead technical design sessions for Software Implementation Project (SIP) and Booster Week initiatives. This includes translating the client’s business processes into a functional, scalable platform configuration architecture aligned with the scope defined by the Project Manager.
2. Advise the client and Project Manager on SaaS platform best practices (Monday, Freshworks, etc.), proposing workflow optimizations, data modeling, and automation strategies.
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