Supports business development by analyzing prospect needs, translating finance and billing requirements into UMAX solutions, configuring demonstrations, responding to RFPs, and leading discovery sessions and workshops. Provides finance domain expertise across general ledger, accounts payable, accounts receivable, billing, payments, and credit management. May also support customer projects through solution reviews and implementation guidance. Travel is required as needed.
Finance Domain Pursuit Consultant – Business Development Team
As a Pursuit Consultant, you are responsible for working collaboratively with the Business Development Team to contribute to Itineris North America growth through a structured and methodical, and proven approach. Your primary responsibilities will be performing need’s analysis to understand prospect business goals, translating and communicating business goals into proven and favorable results, responding to RFPs, and providing demonstrations.
What is UMAX?
Itineris provides modern, cloud-based, and utility-centric Customer Information System (CIS) and Customer Engagement (CE) solutions in Western Europe and North America. Itineris was founded in Belgium over twenty years ago and entered the North America utilities market in 2012. The organization has strategically grown our market presence to fifteen flagship customers today. We are recognized as a market leader for larger-sized municipal utilities with a proven track record of satisfied customers.
Our CIS solution, UMAX, is developed in and on the Microsoft Dynamics 365 (D365) for finance platform. As such, UMAX is a native extension of D365 and inherits all the innovation, security, and reliability of the Microsoft ecosystem. We also leverage Microsoft’s Customer Relationship Management (CRM) platform, which expands our UMAX CIS solution to include native Customer Service, Customer Insights, and Sales modules. The CRM platform leverages AI Copilot-driven Omnichannel communication capabilities for enhanced CSR operations.
We are seeking a Finance Domain Pursuit Consultant to help grow our North America market presence. The Business Development Team is responsible for acquiring new clients and meeting revenue goals by selling UMAX CIS and related solutions to municipal utilities. This role is responsible for aiding this growth by providing solution demonstrations, assisting with Discovery Sessions, and responding to RFPs. The ideal candidate will have a solid finance background, knowledge of the utility industry, and an understanding of CIS modernization initiatives.
In addition to supporting business development activities, the person in this role may occasionally be called upon to contribute to active customer projects. By leveraging finance and billing domain expertise, this person will provide guidance, participate in workshops and solution reviews, and collaborate with delivery teams to help drive successful customer outcomes while maintaining a primary focus on pursuit and sales support activities.
As a Finance Domain Pursuit Consultant, you will…
• Be the link between business and IT for finance and billing domains (GL, AP, AR). Examples: contract and product management, credit management, processing outgoing and incoming payments, configuration of accounting, manage invoice, etc.
• Translate business and functional requirements into application solutions
• Configure UMAX processes to make sure the system works as expected for demonstrations and discovery sessions
• Work with the sales team to make sure that RFP and prospect needs are incorporated into product specifications and functions
• Lead and organize meetings and workshops with the Pursuit and Sales
• Travel, as needed
Our ideal candidate…
A dynamic team player looking to grow in an evolving, international company with the following qualifications:
• a master’s or bachelor’s degree in finance, or equivalent experience
• experience in the utility or telecom industry
• qualified in identifying business requirements
• ability to understand business processes
• experience in sales engineering / support or project delivery
• experience in public speaking and presenting
• strong sales and communication skills (written and verbal)
• a team player and self-motivator willing to go the extra mile
• experience with Microsoft Dynamics 365 for Finance a big advantage
• Experience providing RFP responses and shortlist demonstrations a big advantage
What we offer….
• Incredible work experience with a leading, award-winning international software vendor in the utilities sector
• Working in a fast-changing, highly stable, AI-driven technology market
• Working with a best-in-class A-Team of collaborative goal-minded individuals
• Representing UMAX, a best-in-class and market leading tier one and tier two utility solution built on the Microsoft Dynamics 365 for Finance platform
• Long term career development and opportunity for career advancement
• An attractive and competitive compensation and benefits package
As a Pursuit Consultant, you are responsible for working collaboratively with the Business Development Team to contribute to Itineris North America growth through a structured and methodical, and proven approach. Your primary responsibilities will be performing need’s analysis to understand prospect business goals, translating and communicating business goals into proven and favorable results, responding to RFPs, and providing demonstrations.
What is UMAX?
Itineris provides modern, cloud-based, and utility-centric Customer Information System (CIS) and Customer Engagement (CE) solutions in Western Europe and North America. Itineris was founded in Belgium over twenty years ago and entered the North America utilities market in 2012. The organization has strategically grown our market presence to fifteen flagship customers today. We are recognized as a market leader for larger-sized municipal utilities with a proven track record of satisfied customers.
Our CIS solution, UMAX, is developed in and on the Microsoft Dynamics 365 (D365) for finance platform. As such, UMAX is a native extension of D365 and inherits all the innovation, security, and reliability of the Microsoft ecosystem. We also leverage Microsoft’s Customer Relationship Management (CRM) platform, which expands our UMAX CIS solution to include native Customer Service, Customer Insights, and Sales modules. The CRM platform leverages AI Copilot-driven Omnichannel communication capabilities for enhanced CSR operations.
We are seeking a Finance Domain Pursuit Consultant to help grow our North America market presence. The Business Development Team is responsible for acquiring new clients and meeting revenue goals by selling UMAX CIS and related solutions to municipal utilities. This role is responsible for aiding this growth by providing solution demonstrations, assisting with Discovery Sessions, and responding to RFPs. The ideal candidate will have a solid finance background, knowledge of the utility industry, and an understanding of CIS modernization initiatives.
In addition to supporting business development activities, the person in this role may occasionally be called upon to contribute to active customer projects. By leveraging finance and billing domain expertise, this person will provide guidance, participate in workshops and solution reviews, and collaborate with delivery teams to help drive successful customer outcomes while maintaining a primary focus on pursuit and sales support activities.
As a Finance Domain Pursuit Consultant, you will…
• Be the link between business and IT for finance and billing domains (GL, AP, AR). Examples: contract and product management, credit management, processing outgoing and incoming payments, configuration of accounting, manage invoice, etc.
• Translate business and functional requirements into application solutions
• Configure UMAX processes to make sure the system works as expected for demonstrations and discovery sessions
• Work with the sales team to make sure that RFP and prospect needs are incorporated into product specifications and functions
• Lead and organize meetings and workshops with the Pursuit and Sales
• Travel, as needed
Our ideal candidate…
A dynamic team player looking to grow in an evolving, international company with the following qualifications:
• a master’s or bachelor’s degree in finance, or equivalent experience
• experience in the utility or telecom industry
• qualified in identifying business requirements
• ability to understand business processes
• experience in sales engineering / support or project delivery
• experience in public speaking and presenting
• strong sales and communication skills (written and verbal)
• a team player and self-motivator willing to go the extra mile
• experience with Microsoft Dynamics 365 for Finance a big advantage
• Experience providing RFP responses and shortlist demonstrations a big advantage
What we offer….
• Incredible work experience with a leading, award-winning international software vendor in the utilities sector
• Working in a fast-changing, highly stable, AI-driven technology market
• Working with a best-in-class A-Team of collaborative goal-minded individuals
• Representing UMAX, a best-in-class and market leading tier one and tier two utility solution built on the Microsoft Dynamics 365 for Finance platform
• Long term career development and opportunity for career advancement
• An attractive and competitive compensation and benefits package
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Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
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