Adoption Consultant, MPact
McLeod Software · Birmingham, Alabama, US
Purpose of the Position: The McLeod Special Projects Specialist (Adoption Consultant, MPact) will provide training and support of the McLeod IQ and Cloud IQ...
Job description
Purpose of the Position: The McLeod Special Projects Specialist (Adoption Consultant, MPact) will provide training and support of the McLeod IQ and Cloud IQ products and front-end BI tools as well as Business Analysis (BA) services to the McLeod IQ customer base. The primary focus will be training customers on using Microsoft Excel and Microsoft Power BI to access the data in the IQ products to generate analytical reports and dashboards. Competencies: - Train customers and assist with report building via phone/Web-Ex or on-site 2–3-day visits (most training is currently being conducted remotely) - Training to include IQ data model terminology, technology overview, and front-end reporting tools - Work closely with customers to determine reporting and analysis requirements, project priorities, and define Key Performance Indicators (KPIs) - Work with customers to define any custom requirements for IQ and work with McLeod IQ analysts or developers to document functional specifications for these customizations - Follow through with customers with review and approval of these specifications and Statement of Work (SOW) - Create or assist customers in creating reports in Power BI and Excel...