If you’re the type that loves the thrill of closing a deal in a fast-paced, ever-changing environment, you will lose your mind here.

As a high-growth tech company selling software in a competitive global market, the work is not easy. But it’s interesting and super fun. It will test you and stretch you in ways you never expected. It’s what our sales team love about the work. Because it gives meaning to their roles. Oh, and did we mention it was fun?

In this Account Executive role, you’ll focus on expansion sales, nurturing relationships with existing customers to uncover new ways our solutions can simplify their data and boost their performance. You’ll guide customers through the full sales process with confidence, showcase the value of our products in live demos, and ensure their long-term success with Phocas.

What you’ll need to sell feel good:

• Strong needs analysis, positioning, business justification and closing skills.
• Experience of managing and closing concurrent sales-cycles.
• Track record of over-achieving quota in past positions.
• Be a pro-active self-starter
• Experience of SaaS, ERP or similar (ideally in the mid-market B2B space)

What you’ll do to grow fast and have fun:

• Proactively engage existing customers through various channels to identify opportunities for upselling and cross selling to achieve/exceed monthly sales quotas - You'll love getting out there, building relationships and building revenue
• Expand Revenue Opportunities: Analyse customer accounts to evaluate pain points, identify untapped potential, and propose Phocas solutions to address their needs.
• Articulating the value of Phocas’ solutions and applications, preparing and delivering customized demo/ presentations to key decision makers to get buy-in.
• Accurately forecast sales activity and revenue achievement.
• Understand industry segments served and keep abreast of development in the market and/or region.
• Stay current with Phocas software, system information, new features/enhancements and product offerings.
• Attend trade shows and other industry events to showcase Phocas products/ solutions.

A bit about us to see if we’re your kind of good time:

We’re a business planning and analytics company on a mission to make people feel good about data. We’ve been hard at it for 20 years, helping 2,300 companies turn complex business data into performance boosting results. Despite our global status of 300 world-class humans, we’ve held on to our start-up roots. The result is a workplace that’s fast, exciting and designed for fun.

Whether you want to try out new sales tactics, lead a project, champion wellness, or spend more with the kids, you’ll have our full support. As long as you’re doing what makes you happy, the rest falls into place.

Create your happy place!

• Degree qualified, or relevant work experience
• 3+ years previous quota-carrying sales experience, ideally with software-based solutions and B2B environment.
• Be driven and pro-active in a high-velocity sales environment.
• Experience working with CRM systems, such as Salesforce or HubSpot.
• Ability to listen and apply new learnings internally/ externally.
• Willingness to learn tools and workflows that will help generate leads.
• Ability to travel 15-25% of the time (domestic & international travel).
• Experience in business intelligence, accounting technology and/or ERP solutions.
• Previous Sales Methodology (SPIN, Challenger, Force, MEDDIC) training highly desired.

Desirable

• Prior experience with HubSpot preferred.
• Prior experience selling and/or working within our target markets, such as Manufacturing, Distribution, Retail, Services, etc.

We know that fun is different for everyone. So, if you want to get creative with problem solving, lead a project, save the planet, or leave early to sweat it out in a hot yoga studio, you’ll have our full support. As long as you’re doing what brings you joy, the rest falls into place. Think less stress, higher performance, more energy and all-round nicer human. Your friends and family will thank you.

Oh! Did we mention we have an awesome set of benefits including 30 day work from anywhere policy, public holiday swap, pension, healthcare... the list goes on!

Create your happy place. Apply today!

Full job description, details about the products, role and people you’ll work with can all be found at www.phocassoftware.com/careers

This role offers the convenience of remote work, but is only available to candidates based in the UK. You will have the flexibility to attend company meetings or events at our Coventry office in the Midlands and/or customer sites when necessary. To find out more, please apply and our Talent Team will get in touch to discuss this exciting opportunity further.

We are a 2024 Circle Back Initiative Employer – we commit to respond to every applicant.

Phocas is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans status or any other characteristic protected by law.

No Recruitment Agencies, thank you!

Phocas Software request that recruitment agencies do not speculatively submit CVs to any employee or associate of our company unless explicitly asked to do so by our Talent Team.

Any CVs sent to any member of our team on a speculative basis will not be recognised and we will not accept liability for any fee or commission should we subsequently employ a candidate who applied to us directly or was introduced by an instructed agency that may also have been submitted speculatively by an uninstructed agency.

In the event that an agency's correspondence includes a disclaimer indicating otherwise, our policy will prevail.

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Bring joy to 3,000+ customers around the world!

Imagine your entire existence was dedicated to making people feel good about data? That’s it. One job. Off you go, delivering feel good packages to people around the world.

As a Technical Consultant in our Implementations Adoption team, that’s not quite the brief, but it’s not far off. Instead of packages, you’ll deliver customer experiences. Ones that make customers feel good about using our BI software. With a global retention rate of 97%, we aim to blow our customers away with an experience so good, it makes the transition from traditional to digital as smooth as Barry White. And is there anything better than knowing your work has brought joy to a customer’s life?

You'll embark on an exciting mission to help customers rock their Phocas software! We need passionate individuals who can guide our customers to adopt and utilise Phocas' software, setting them on a path to achieve identified and quantified business value and meet business objectives with lightning speed, all while delivering excellent quality.

If you're all about high-quality results, love working with people, and enjoy the thrill of helping others succeed, then we want you on our team. Join us as an Adoption Technical Consultant and let's create a software revolution together!

What you’ll need to blow our customers away:

• Project management superpowers - ability to scope, plan execute and close projects
• Experience as a tech whizz, customer champion or project superhero! Previous mastery as an onboarding, technical consultant, support engineer, sales engineer, customer success consultant or technical delivery project manager would be ideal!
• Strong knowledge of project management tools such as Smartsheet's and JIRA
• Be a customer crusader - Possess an ability to build strong relationships, deliver exceptional experiences and put a smile on every customers face!
• A champion of agile methodologies, including the ability to manage and prioritise multiple projects simultaneously.
• Familiarity with customer adoption and engagement metrics and ability to analyze data to drive insights and actions.
• Financial planning, accounting, or financial modeling knowledge, as well as an understanding of ERPs is essential
• Icing on the cake - a good knowledge of relational databases including T-SQL, MySQL, and PostgreSQL, with a sprinkle of REST API knowledge for that extra advantage!

What you’ll do to create a seamless experience:

• Deliver onboarding projects for new and existing customers that deliver value by driving early usage and engagement
• Identify and understand customer needs and requirements and tailor adoption projects to meet those needs
• Plan and manage projects that keep stakeholders engaged, with a shared sense of urgency and purpose, driving quick and effective project completion through clear timelines, milestones and deliverables

• Implement and configure Phocas software and deliver training where required to meet project milestones.
• Maintain clear and frequent communication with all project stakeholders to maintain project momentum at all time
• Collaborate with technical teams (Activation/Solutions/Product) to provide feedback on customer needs and preferences.
• Prepare to face challenges head-on! Anticipate project risks and issues, confidently address them, mitigate risks and issues, escalating where required
• Keep clear and accurate records in our project management tools at all times. Your meticulous attention to detail will ensure nothing slips through the cracks.

A bit about us in the hope we’re the UX to your CX (it sounded better in our heads)

We’re a business planning and analytics company on a mission to make people feel good about data. Since 2001, we’ve helped thousands of companies turn complex business data into performance boosting results. Despite our global status of 300 world-class humans, we’ve held on to our start-up roots. The result is a workplace that’s fast, exciting and designed for fun.

We know that fun is different for everyone. So, if you want to get creative with problem solving, lead a project, save the planet, or leave early to sweat it out in a hot yoga studio, you’ll have our full support. As long as you’re doing what brings you joy, the rest falls into place. Think less stress, higher performance, more energy and all-round nicer human. Your friends and family will thank you.

Oh! Did we mention we have an awesome set of benefits including generous annual leave, 30 day work from anywhere policy, public holiday swap, pension, life assurance, healthcare... the list goes on!

Create your happy place. Apply today!

Details about the products, role and people you’ll work with can all be found at www.phocassoftware.com/careers

We are a 2023 Circle Back Initiative Employer – we commit to respond to every applicant.

Phocas is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans status or any other characteristic protected by law.

No agencies - Thank you!

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As a high-growth tech company selling software in a competitive global market, the work is not easy. But it’s interesting and super fun. As the Customer Success Consultant, your primary purpose is to ensure our customers get, and keep getting value from their investment in Phocas. You strive to retain our customers, turn them into advocates for Phocas and proactively identify opportunities for further revenue growth within our existing customer base.

It’s what our consultants love about the work. Because it gives meaning to their roles. Oh, and did we mention it was fun?
No? Well, you’re in for a good time.

Here’s how you’ll do that

• Proactively drive activities that increase brand awareness, product presence and user adoption. This could be through regular customer account reviews, product demonstration, customer training, events and other marketing activities
• Provide exceptional service and support, and ensure the customer is gaining value from their investment through coaching, advice and training
• Guiding clients through onboarding, issue resolution, and adoption phases with your fantastic communication and training abilities
• Identify new business opportunities within the account for revenue growth
• Collaborate with global colleagues to continuously improve products, internal processes and documentation as they relate to customer success

This is what you’ll need to do it

• A love of working with customers and developing long-term value
• Excellent presentation, training and communication skills
• You enjoy building rapport with your customers, and staying up to date with product enhancements and features
• Financial planning, accounting, or financial modeling knowledge, as well as an understanding of ERPs is essential
• Solid understanding of business needs and customer focus with a dedication to customer experience
• Previous experience within a Customer Success role within SaaS

A bit about us to see if we’re a match for your enthusiasm

We’re a business planning and analytics company on a mission to make people feel good about data. We’ve been hard at it for 20+ years, helping 2,300 companies turn complex business data into performance boosting results. Despite our global status, we’ve held on to our start-up roots. The result is a workplace that’s fast, exciting and designed for fun.

Create your happy place!

We are a 2024 Circle Back Initiative Employer – we commit to respond to every applicant.

Phocas is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans status or any other characteristic protected by law.

#LI-EA1

• Bachelor's degree in Business, Information Technology or another related subject. In lieu of degree, relevant equivalent experience required.
• Minimum 3 years’ prior experience working in Customer Success or Account Management roles
• Proven track record of meeting or exceeding retention goals / customer satisfaction metrics
• Experience with Phocas or related products – other BI, CRM, ERP software products

• Previous experience working within the SaaS/IT industry
• Familiarity with financial planning, accounting, or financial modeling is essential

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* This role offers Hybrid working - 3 days in our Coventry office (CV3) Due to the nature of our location applicants ideally should drive *

Deliver feel good CX to customers

When was the last time you had an incredible customer experience? The kind that makes you want to tell anyone who’ll listen as you jump up and down with excitement and passion.

As a 1st line Customer Support Analyst, you'll be on the front lines of delivering great experiences from start to resolution. Helping to ensure our customers feel good about using our Business Planning and Analytics software. With a global retention rate of 97%, we aim to impress customers with an experience so good they become raving fans of Phocas and our team. And is there anything better than knowing your work has brought joy to a customer’s life?

Does that sound like the kind of role you could see yourself enjoying? Are you looking for a company who will encourage you to learn and grow? Read on to find out more about Phocas and the position!

Our software is MS SQL server based, we use our own mapping DB creation software and various techniques to create extraction and staging layers, and our help desk software is Jira (Atlassian).

What you’ll need to help customers become digitally fluent:

• Commitment to resolving issues for customers; demonstrated experience dealing with support cases or requests
• Minimum 1 year experience working in a similar environment, dealing with support cases / product support or complex customer requests via email, telephone and in person
• Knowledge of Contact Management systems, Database software, Internet software and Word Processing software
• Proficient in Microsoft applications
• Strong communication skills - You will collaborate closely with our wonderful customers as well as our USA and Australian colleagues
• Knowledge of basic SQL, data point integration, database design or data analytics - You’re not afraid to dive into the data deep end!
• ERP knowledge would be a bonus!
• A passion and drive to develop a career in a Software support environment
• Financial awareness – Basic understanding of Profit & Loss, budgeting, or other fundamental finance/accounting concepts
• Growth mindset – You are eager to learn, adapt, and improve continuously
• Bias for action – You are proactive and take initiative to solve problems efficiently and quickly
• Supportive approach – You thrive in teamwork and aim to build strong, collaborative relationships
• Fun – You bring energy, positivity, and just the right amount of playfulness to make work enjoyable for everyone around you

What you’ll do to create a seamless experience:

• Deliver exceptional customer service and support to resolve issues relating to Phocas products and/or their conversion (using remote online tools such as TeamViewer, VPN, RDP, etc), to Best Practice standards
• Quickly diagnose O/S and application issues and implement corrective actions and end-user training (Send more complex problems through to the appropriate team/consultants)
• Triage and process the support case queue to ensure we respond and communicate in a timely manner against SLA’s. This can be via Phone and Email/Jira as required.
• Take ownership of support cases and perform detailed troubleshooting, provide workaround resolutions, root cause analysis and major incident management.
• Perform detailed validation of customer ETL process and data when required to confirm/diagnose customer support issues
• Document processes and procedures and update knowledge database
• Use Jira and Hubspot for maintaining project information and contact details, to document, track, monitor, and report support cases.
• Advocate for the end user; ensure they receive top quality, timely service and support
• Learn every day and have fun!

A bit about us in the hope we’re the UX to your CX (it sounded better in our head)

We’re a business planning and analytics company that designs software for people who aren’t super techy. We’ve been hard at it for over 20 years moving from start-up to scale up. And helped thousands of companies turn complex business data into performance boosting results. Despite our global status of 300 world-class humans, we’ve held on to our start-up roots. The result is a workplace that’s fast, exciting and designed for fun.

Whether you want to get creative with problem solving, lead a project, save the planet, or spend unusual amounts of time in a reverse yogic headstand, you’ll have our full support. As long as you’re doing what makes you happy, the rest will fall into place.

Phocas invests in it's people and culture to create an environment that is collaborative, fun and fulfilling! Working at Phocas you can expect to be pushed by your peers, challenged every day and have a lot of enjoyment in the process! We work hard, have heaps of enthusiasm, love to learn and are an incredibly close-knit, family orientated global team.

Did we mention we also have exceptional employee benefits?! Think... private healthcare, pension, share options, group life assurance, cash plan, 30 day work anywhere policy, Public holiday swap, enhanced parental leave, work life balance & wellness benefits.... and SO much more!

Sounds good, right?!

If you are driven to make an impact, have high energy and a deeply care about providing first class customer service and have a passion & genuine interest for technology then go ahead, apply today!

Create your happy place.

We are a 2024 Circle Back Initiative Employer– we commit to respond to every applicant.

Phocas is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, national origin, sexual orientation, gender identity, disability and protected veterans status or any other characteristic protected by law.

To all recruitment agencies: Phocas does not accept agency resumes. Please do not forward resumes to our jobs alias, Phocas employees or any other company location. Phocas will not be responsible for any fees related to unsolicited resumes.

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