Job Description

Business Consultant Lead

Copay is seeking a Business Consultant to serve as the technical subject matter expert across all ERP-integrated implementations within the Copay Complete platform. This is a player/coach role focused on leading and mentoring a team of Business Consultants and managing individual project work sitting within the Implementations team and reporting to the Director of Implementations, SaaS.

The Copay Complete platform manages the full AP lifecycle purchase orders, invoice automation, accruals, expense reimbursements, vendor management, and payments integrated directly into customers' ERP systems. The Business Consultant Lead is the bridge between the customer, the project manager, and our internal integrations team, owning the technical setup and data sync between Copay Complete and each customer's ERP (NetSuite, Microsoft Dynamics, Sage Intacct, and others) through go-live.

If you are energized by technical problem-solving, client-facing consulting, and coaching others to do the same this role is for you.

How We Work

As a Business Consultant, you will be expected to work in a hybrid environment. Copay will set you up for success by providing:

• Assigned workspace in Brentwood, TN or Richmond, VA
• Company-issued equipment
• Hands-on training

Team Leadership & Coaching

• Conducting consistent reviews and touchpoints with Business Consultants to monitor project health and team development
• Providing training and mentoring to fellow Business Consultants on platform knowledge, integration processes, and client engagement
• Identifying knowledge gaps across the team and creating targeted support and training opportunities
• Assisting the Director of Implementations with HR functions and responsibilities as a junior management resource
• Driving team culture, morale, and a collaborative working environment
• Participating in all relevant leadership meetings

Implementation & Client Delivery

• Serving as the technical SME on ERP-integrated implementations, supporting SaaS PMs from kickoff through go-live
• Building and configuring the integration connection between Copay Complete and each customer's ERP system to ensure accurate data sync across purchase orders, invoices, payments, cards, and expenses
• Applying Copay Complete logic and methodologies to provide tailored recommendations to customers
• Communicating directly with clients to understand integration requirements, then relaying specifications to the internal integrations team
• Owning all integration testing and validation to ensure data flows as expected before go-live
• Managing complex project assignments within an individual portfolio of approximately 20 concurrent implementations

Platform & Process Improvement

• Continuously learning new ERP integrations and staying current on all Copay Complete platform enhancements
• Assisting with creating and updating documentation on ERP integrations with Copay Complete
• Participating in process improvement projects to enhance team efficiency and scalability
• Contributing to further development of the Copay Complete platform through feedback and participation in product initiatives
• Conducting internal (Sales) and direct client outreach as needed

What Success Looks Like

• Clients go live on schedule with integrations that sync accurately and require minimal rework
• Business Consultants on the team grow in technical expertise and client confidence under your mentorship
• Integration documentation is current, clear, and consistently applied across the team
• You are recognized internally and by clients as the go-to subject matter expert on Copay Complete integrations
• Projects are managed proactively issues are surfaced early and resolved without escalation

Qualifications & Skills

• 6+ years of experience in implementations, client support, or customer-facing consulting roles
• Hands-on experience with ERP systems and integrations NetSuite, Microsoft Dynamics, or Sage Intacct strongly preferred
• Working knowledge of REST APIs, webhooks, and data exchange concepts; ability to configure and troubleshoot integrations without writing code
• Strong understanding of Accounts Payable processes and financial workflows
• Demonstrated ability to serve as a technical liaison translating client requirements into integration specs and communicating technical concepts in plain language
• Excellent client-facing and consulting skills; comfortable facilitating virtual meetings and presentations with both technical and non-technical audiences
• Experience managing multiple concurrent projects in various phases simultaneously
• Familiarity with project management tools and techniques
• Accounting knowledge strongly preferred
• Knowledge of the payment processing industry preferred
• Bachelor's degree required; or equivalent combination of education and experience

Benefits & Perks

• Medical, Dental & Vision benefits available the 1st month after hire
• Automatic enrollment into our 401k plan (subject to eligibility requirements)
• Virtual fitness classes offered company-wide
• Robust PTO including major holidays, vacation, sick, personal, and volunteer time
• Employee discounts with major providers (wireless, gym, car rental, etc.)
• Philanthropic support with both local and national organizations
• Fun culture with company-wide contests and prizes

Our Company & Purpose

Copay is a global leader in business payments, laser-focused on developing more innovative ways for businesses to pay their expenses. Since 2000, Copay has developed innovative digital solutions that help businesses better track, manage, and pay expenses. Today, Copay is an S&P 500 company with hundreds of thousands of customers using our products in over 100 countries. Companies of all sizes, industries, and geographies rely on our product portfolio to manage spending more quickly, efficiently, and securely than ever before.

We embrace a culture grounded in five key values: integrity, collaboration, innovation, execution, and people. These values offer you the opportunity to 'thrive & grow' through career development, volunteer, community, and wellness initiatives. This allows you to create a balance between professional goals and personal achievement.

Copay is also committed to building and nurturing a culture of diversity, inclusion, equality, and belonging by:

• Welcoming people of different backgrounds, cultures, ethnicities, genders, and sexual orientations.
• Empowering our people to share their experiences and ideas through open forums and individual conversations; and
• Valuing each person's unique perspectives and individual contributions.

Embracing diversity enables our people to 'make the difference' as Copay and its more than 8,000 employees continue to shape the future of global payments.

Equal Opportunity/Affirmative Action Employer

COPAY is an Equal Opportunity Employer. COPAY provides equal employment opportunities to all employees and applicants without regard to race, color, gender (including pregnancy), religion, national origin, ancestry, disability, age, sexual orientation, gender identity or expression, marital status, language, ancestry, genetic information, veteran and/or military status or any other group status protected by federal or local law. If you require reasonable accommodation for the application and/or interview process, please notify a representative of the Human Resources Department.

For more information about our commitment to equal employment opportunity and pay transparency, please click the following links: EEO and Pay Transparency

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