Project Admin Xero Implementation

Support the delivery of implementation projects for clients in an efficient and efficient manner.

Key accountabilities

• As part of a team support consultants responsible for multiple projects implementing Xero's cloud based practice tools for Accounting Firms and SMEs
• Deliver a High level of attention to detail on many small but very important tasks.
• Develop engaged trusted client and team engagement through deep knowledge of product, prompt response to enquiry and effective post implementation support through Go Live period
• Contribute to team meetings including process improvement, automation suggestions and supporting others to complete implementations to promised client project timelines

Key tasks may include, but not be limited to:

• Complete Project Implementation at direction of Consultant Project Owner, in line with agreed Client expectations and in accordance with FGSA processes and procedures. Specific tasks include:

- Manage own program of projects to ensure that all projects are able to be delivered and raise any conflicts with Manager proactively

- Understand Consultant expectations for project, timelines and tasks to define the project scope

- Deliver the implementation project to a high standard

- Provide technical guidance and support to client contact throughout the support where directed

- Create and maintain meaningful trusted client and client contact relationships in the project ensuring all client and client contact information is accurate and updated in FGSA CRM

- Client communication – (written and verbal) - Effective management of client's email communication with prompt responses. Ensure understanding of client needs and detail what is required from the client in terms they are able to action appropriately

- Escalate potential Client or client project issues to Manager within 1 working day

• Perform regular project integrity and quality audits including peer review
• Understand data privacy laws and privacy principles relevant to clients
• Technical Expertise – attend internal, industry and technology forum to become a subject matter expert on tech products FGSA uses including Xero, Xero ecosystems applications available to client target market and FGSA tech partnerships including FYI
• Quality – Support the team by identifying process improvements. Raise them through team meetings so that your Manager can investigate and prioritise delivery of automation solutions
• Internal team communication - Able to manage conflicting client priorities, escalate issues, communicate workload issues and when available to help others to meet quality and project delivery expectations.
• Support for induction/ training – this role may also to be required to train other staff on documented standard Client processes
• Respond to manager or colleague requests promptly

Technical Expertise and/or background

• Ideally worked in a professional services practice/accounting firm or application ecosystem
• Advanced Microsoft Office Suite skills particularly Excel and Word
• Strongly prefer knowledge of Xero Practice Platform (XPM) or accounting software knowledge
• Existing implementation or data manipulation experience
• Communication skills are very important including fluent verbal English and writing capability
• Needs to be a process driven person who is comfortable following detailed processes
• Must be a sound analytical person e.g. troubleshoot issues and meticulously follow up and resolve
• Able to use time very efficiently – able to be productive and focused on quality outcomes
• Able to be self-driven – able to work independently and as part of a team with a focus on executional excellence and results
• Resilient – able to work under time and project pressure
• Work with our core values