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Senior Consultant

100% Remote; up to 15% travel

Monarch is seeking an Implementation Senior Consultant who will play a crucial role in assisting customers in realizing value through implementation and consulting services. In this role you will be responsible for onboarding customers and ensuring their continued engagement with the client’s products. This position requires working within a dynamic professional services team to deliver effective solutions to customers. You will also be looked to as a key mentor and point of contact for Monarch team members and trusted to assist in managing client relationships.

Monarch, a new division of Core10, provides implementation and customer success services for top financial service CRM and SaaS platforms. The company focuses on streamlining the software adoption process for SaaS businesses to accelerate customer onboarding, enhance customer retention, and boost revenue generation. In addition to software implementation, Monarch excels in developing custom connectors between SaaS and CRM products and acts as a significant consulting partner for Salesforce. Monarch’s Hereshore® approach provides an alternative to offshoring by retaining tech jobs in mid-sized North American communities.

What You’ll Do:

  • Drive and manage new client implementations from start to finish. This includes providing guidance, assistance, and support to customers from the initial data requirements gathering, technical platform configuration, and all other requirements defined through a customer’s implementation.
  • Conduct comprehensive assessments of client processes, workflows, and systems to identify opportunities for improvement, optimization, and innovation.
  • Provide clients with custom deliverables based on client industry, business processes, and client need.
  • Strong project management skills with the ability to manage multiple projects simultaneously.
  • Stay current with industry trends and best practices in software implementation and consulting and share knowledge and expertise with the team.
  • Proactively identify risks, issues, and dependencies, and develop mitigation strategies to ensure project success, customer satisfaction, and long-term value realization.
  • Establish and maintain strong relationships, through the implementation process, with key stakeholders, including C-level executives, business leaders, and IT teams, to drive alignment, collaboration, and advocacy.
  • Work with internal teams to identify areas for improvement in the software development process and make recommendations for process improvements (development of templates, documentation of best practices, and contribution to the knowledge base library).
  • Provide mentorship, guidance, and support to Consultants and Analysts, fostering a culture of learning, growth, and excellence.

  • Bachelor’s degree from an accredited college or university.
  • DealCloud configuration and implementation experience.
  • Deep understanding of private capital markets industry and technology use cases.
  • Thorough understanding of enterprise SaaS Implementations.
  • Must be experienced with Microsoft Office (MS Word, Excel, PowerPoint.
  • Excellent communication, presentation, and negotiation skills, with the ability to convey complex technical concepts to non-technical audiences and influence stakeholders at all levels.
  • Demonstrated leadership skills, including the ability to inspire and motivate teams, drive consensus, and navigate complex organizational dynamics.
  • Proven ability to understand, define, and document deliverables, including but not limited to: requirements specifications, gap analysis, use case scenarios, acceptance testing, process mapping, and data flow.
  • Ability to provide mentorship and knowledge transfer for team growth.
  • 2+ years of previous engagement in technology implementation, management consulting, or product management, leading project teams through the project lifecycle.
  • Knowledge of industry-specific software systems; (PE, IB, Legal, RE, etc.).
  • Self-starter who actively pursues and excels in challenging assignments.

Bonus Points

  • Familiarity with API integrations
  • Knowledge in front-end development (HTML, CSS, JavaScript, C, C++, VB, .NET, or other web technologies)
  • Advanced degree or relevant certifications (e.g., PMP, CSM, Scrum, etc.)
  • Work From Home (100% remote!) 
  • Health Care Plan (Medical, Dental & Vision) for employee (a significant portion of employee only paid) and family (paid in part) 
  • Collaborative culture: virtual & optional in-person events, retreats & swag 
  • Training & Development 
      • Individual Training Budget
      • Technical Book Club & other study groups
      • Certifications are encouraged with bonuses
      • Mentoring Program with bi-weekly 1:1s
      • Up-to-date technologies, tools and methodologies
  • Parental Leave (Maternity & Paternity) 
  • Flexible PTO plan 
  • Retirement Plan (401k)

The salary for this role is $70,000 - $100,000 per year, commensurate with experience.

Core 10, Inc. does not discriminate in employment matters based on race, color, religion, gender, national origin, age, military service eligibility, veteran status, sexual orientation, marital status, disability, or any other protected class. We support workplace diversity.

At this time, we are not accepting applicants in the state of Colorado, New York, or California.

Average salary estimate

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What You Should Know About Senior Consultant, Core10

Monarch, a dynamic division of Core10, is excited to welcome a passionate and experienced Senior Consultant to our 100% remote team. In this pivotal role, you will become an integral part of our mission to assist customers in harnessing the full potential of our cutting-edge implementation and consulting services. As our Senior Consultant, you'll drive the onboarding process, ensuring that every client feels valued and engaged with our suite of innovative products. Your expertise will shine as you work closely with a diverse group of clients, providing custom deliverables and recommendations tailored to their unique needs within the financial services sector. You’ll also mentor other team members, imparting your knowledge about optimizations and best practices in software implementation. A vital part of your responsibilities will include managing new client implementations from the ground up—everything from initial data gathering to configuring technical platforms. Engaging with executives and stakeholders, you will establish strong relationships that foster collaboration and advocacy. At Monarch, we believe in the power of connectivity and innovative solutions, which is why we focus on retaining tech jobs in mid-sized North American communities instead of offshoring. Join us in enhancing customer retention, boosting revenue generation, and transforming the SaaS landscape for our clients and their customers. If you're a self-motivated individual with a deep understanding of the private capital markets and enterprise SaaS implementations, we’d love to see you thrive in this role!

Frequently Asked Questions (FAQs) for Senior Consultant Role at Core10
What are the responsibilities of a Senior Consultant at Monarch?

As a Senior Consultant at Monarch, your responsibilities will include managing new client implementations, conducting assessments of client processes, providing custom deliverables, and mentoring junior consultants. You will drive project success by identifying risks and dependencies while maintaining strong relationships with clients and stakeholders.

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What qualifications do I need to become a Senior Consultant at Monarch?

To qualify for the Senior Consultant position at Monarch, candidates should possess a Bachelor's degree, at least 2 years of experience in technology implementation or management consulting, and a deep understanding of the private capital markets. Familiarity with DealCloud configurations and enterprise SaaS implementations is essential.

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What skills are essential for a Senior Consultant position at Monarch?

Successful candidates for the Senior Consultant role at Monarch need strong project management skills, excellent communication and negotiation abilities, and a knack for mentoring and guiding team members. Expertise in Microsoft Office, understanding of industry-specific software, and familiarity with API integrations are also advantageous.

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How does Monarch support the professional growth of Senior Consultants?

Monarch is committed to the professional growth of our Senior Consultants through mentorship programs, training budgets, and opportunities for certifications. We foster a collaborative culture that encourages knowledge sharing and continuous learning to help team members succeed.

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What is Monarch's approach to employee diversity and inclusion?

Monarch emphasizes workplace diversity and inclusion, ensuring a discrimination-free environment based on race, gender, age, or any protected class. We believe that a diverse team brings a variety of perspectives, driving innovation and excellence in our services.

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Common Interview Questions for Senior Consultant
Describe your experience with software implementation as a Senior Consultant.

Highlight specific projects where you have led implementations, detailing your strategies for gathering requirements, managing timelines, and ensuring customer satisfaction me. Show how your approach aligns with the best practices in project management.

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How do you manage multiple client projects simultaneously?

Demonstrate your project management skills by discussing tools and techniques you use to prioritize tasks. Mention any frameworks like Agile that you might employ to efficiently juggle responsibilities while meeting deadlines.

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What strategies do you use to identify risks during implementations?

Discuss your proactive approach to risk assessment, mentioning specific examples of risks you've identified in past projects, how you mitigated those risks, and the eventual outcomes that resulted from your actions.

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Can you explain a time when you had to mentor a junior consultant?

Share a particular mentoring instance, detailing how you guided them through challenges, the skills you helped them develop, and how it benefited the team and project outcomes.

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How do you build relationships with key stakeholders?

Emphasize the importance of communication and transparency in your approach. Discuss specific examples where your relationship-building skills helped foster collaboration and align goals within a project.

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What tools or methodologies do you find most effective for client assessments?

Talk about the specific assessment tools or processes you prefer, explaining how they help you gather valuable data from clients and identify areas of improvement within their operations.

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Describe how you customize deliverables for clients.

Detail your strategy for understanding client business processes and needs. Give examples of how you tailored previous deliverables like reports or action plans to meet specific client goals.

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What industry trends do you believe are impacting the SaaS landscape?

Mention specific trends such as AI integration, personalized customer experiences, or data-driven decision making. Explain how you’ve adapted to these trends in previous roles.

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How do you ensure successful project completion?

Discuss your techniques for managing deliverables, timelines, and client expectations. Include references to maintaining quality and satisfaction throughout the project lifecycle.

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Why do you want to work as a Senior Consultant at Monarch?

Express your enthusiasm for Monarch’s values and mission, particularly its focus on supporting local communities and fostering a collaborative work culture, linking your professional aspirations with the company's goals.

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DATE POSTED
March 11, 2025

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