Join Us as a Technical Activation Consultant and Make Data Integration Fun!

Are you ready to be part of a team that makes data easy and fun for thousands of businesses worldwide? As an Activation Consultant at Phocas, you’ll be delivering much more than just software setup. You’ll help customers integrate their data, including key financial metrics, into Phocas software, guiding them to unlock the true value of our solutions. By working hand-in-hand with the Adoption Team you’ll help our customers achieve financial and operational results faster and smoother than ever before. Your work will be pivotal in turning complex data into a user-friendly experience, making the transition seamless from the very start!

What you’ll need to blow our customers away:

• 3+ years of experience in a technical role like technical consultant, software engineer, or solutions architect.
• Strong hands-on knowledge of relational databases, including T-SQL, MySQL, PostgreSQL, and a bit of REST API knowledge as a bonus!
• Excellent customer focus - building strong relationships and delivering outstanding customer experiences.
• Great communication skills (both written and verbal) to collaborate effectively with customers and colleagues alike.
• Ability to balance multiple projects and adapt quickly to shifting priorities in a fast-paced environment.
• Financial flair and accounting acumen are the cherry on top - previous experience in finance/accounting or exposure to budgets, forecasts, financial statements or supporting financial software will give you an edge!

What you’ll do to create a seamless experience:

• Collaborate with our Adoption team to execute the technical setup for onboarding and activation projects.
• Ensure smooth transitions from sales to software launch, making the customer journey as swift and delightful as possible.
• Identify and analyse customer needs (outline scope, goals, deliverables and configuration/technical requirements) , and customise activation processes to meet those needs while maintaining quality and efficiency.
• Extract data from customer systems using tools like MS SQL Server, Access, and more, ensuring everything is integrated smoothly into Phocas software.
• Juggle multiple projects at once, delivering fast and flawless results for a variety of customers across industries.
• Anticipate project risks, resolve challenges head-on, and escalate any issues when necessary.
• Maintain detailed, accurate records using our project management tools, ensuring nothing slips through the cracks.
• Provide technical expertise and valuable insights to improve Phocas' processes and help customers achieve rapid ROI and adoption.
• Keep yourself updated with industry trends and best practices to ensure you’re always delivering top-notch service.

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 been turning complex business data into performance-boosting results for thousands of companies. Even though we’ve grown to a global team of 300+ amazing people, we’ve held onto our start-up vibe—keeping things fast, exciting, and fun.

At Phocas, we value a growth mindset, a bias for action, and a supportive culture where everyone helps each other succeed. We believe fun comes in many forms, so whether you’re solving complex problems, leading innovative projects, or heading out early for a yoga session, we’ve got your back. As long as you’re passionate and doing what brings you joy, everything else falls into place. Less stress, higher performance, and more energy—it’s a win-win!

Oh, and did we mention the perks? Enhanced parental leave, a 30-day work-from-anywhere policy, public holiday swap, pension, healthcare, cash plan... and that’s just the start!

Ready to Make Data Feel Good and #CreateYourHappyPlace? Apply today and help us deliver exceptional data-driven experiences that bring joy around the world!

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

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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Have you ever walked into a place and felt right at home? There’s an undeniable energy about the place. People are chatting, laughing and exchanging ideas. No one’s afraid to speak up. And everyone cares – about each other and about producing world class BI and FP&A solutions. This is Phocas in a soundbite.

We’re on a mission to make people feel good about data. We’ve been hard at it for over 20 years, helping over 3,000 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 fun.

In this role you'll help ensure the performance, availability, and security of our SQL databases. You'll also work with our engineering teams as a subject matter expert: consulting, advising, and troubleshooting existing and new database designs. 

Key responsibilities will include database design, development and management; performance tuning & optimisation; backup & recovery; security management, capacity planning & reporting and documentation.

What are we looking for?

• A degree in computer science, information technology or similar
• 3-5 years experience in a similar role
• Experience with SQL Server
• Bonus points for experience with AWS and/or source control ie Git

About you:

• Motivated to achieve individual and team objectives
• Great problem solving & communication skills 
• Able to understand complex data and data problems 
• Enjoy collaborating with and supporting a diverse team
• Curious; keen to learn and grow
• Most effective without direct supervision, but welcome input so that expectations are understood

Please note: Phocas is usually a strong supporter of international talent but due to current immigration settings and processing times, we can only consider applicants with current NZ working rights for this position.

Why work at Phocas? 

• When we ask what people like about working here, 'the people’ is the single most common answer 
• Our office – spacious, conveniently located in sunny Sydenham, plenty of parking for four-, two- or even single wheeled vehicles, a variety of snacks and beverages.
• Southern Cross, Life, TPD and Income Protection Insurance 
• Extra paid parental leave 
• Flexible/hybrid working policy  

More about Phocas 

Over the past 20 years Phocas has grown from a UK-based startup to a global organisation with nearly 300 employees around the world, headquartered in Sydney, with a Product & Development team here in Christchurch. 

Phocas helps people feel good about data by doing the hard work for them. We offer a range of products that enable our customers to quickly and easily analyse data from multiple sources, discover insights, and share reports. Our solutions are used by around 30,000 people in businesses across a wide range of industries. We change the way people think and work, and make it easier for them to be decisive and operate with confidence. We pride ourselves on our customer-centric approach and are committed to delivering high-quality software that meets the evolving needs of our clients. 

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

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.  

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.  

#LI-NG1 #LI-HYBRID 

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Looking for something new? If you love the thrill of a high-paced environment, this is where you want to be!

Get hooked on selling solutions that help companies become more efficient and make people feel good. This is our mission and it drives every area of our work – from the way we develop our products to how we talk about them, sell them and implement them for our customers around the world.

As a high-growth tech company selling software in a competitive global market, the work is not easy. Our ultimate goal is to make our customers feel good about their data and working with data. The work is interesting and super fun. It will test you and stretch you in ways you never expected. It’s what our sales team love about working here because it gives meaning to their roles.

As the Partner Alliance Manager (PAM),your role will focus on the acquisition and management of Referral and Reseller partners in the Australian market., by creating and executing strategic partner business plans to drive new sales opportunities. The PAM role will drive the achievement of global company revenue goals and may require certain engagements, including co-selling with partners, business development and account management.

What you’ll do to grow with us and have fun

• Proactively engage in the sales process and drive highly qualified opportunities to achieve revenue targets
• Establish and manage relationships with new and existing channel partners in order to create new opportunities
• Proactively drive activities within channel partners that directly result in generation of pipeline and revenue
• Identify, recruit and onboard new channel partners; provide product and program training for channel partners through webinars and demonstrations of our product offerings
• Attend trade shows and other industry events to showcase Phocas products/ solutions
• Stay current with Phocas software, system information, new features/enhancements and product offerings

What you’ll need to be successful

• Prior experience working in a Sales or Account Management role, ideally with B2B software-based solutions
• Previous experience of excelling in a channel /partner management role with accounting technology, system integrator and/or ERP partners
• Experience of concurrently managing multiple partnerships
• Previous Sales Methodology (SPIN, Challenger, Force, Meddic) training highly desired
• Prior experience selling and/or working within our target markets, such as Manufacturing, Distribution, Retail
• Financial experience or knowledge of budgets, forecasts, and financial statements (financial planning and analysis)

A bit about us

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.

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.

#LI-EA1 #LI-Hybrid

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Looking for something new? Wanna work for a great company and great culture? If you love the thrill of a fast-paced environment, you will lose your mind here!

Get hooked on selling solutions that help companies become more efficient and make people feel good. This is our mission and it drives every area of our work – from the way we develop our products to how we talk about them, sell them and implement them for our customers around the world.

As a high-growth tech company selling software in a competitive global market, the work is not easy. Our ultimate goal is to make our customers feel good about their data and working with data. The work is interesting and super fun. It will test you and stretch you in ways you never expected. It’s what our sales team love about working here because it gives meaning to their roles.

As a Business Development Representative (BDR), you will generate and maintain a robust pipeline of prospective customers, producing quality leads, booking meetings and creating sales opportunities for Phocas Account Executives.

What you’ll need to be successful:

• Ability to adapt and maintain a high level of productivity and manage multiple competing priorities
• Curiosity to stay current with Phocas software, system information, new features/enhancements and product offerings
• 1+ year/s of new business development experience, ideally with software-based solutions and B2B environment
• Proven sales abilities with track record of over-achieving targets , and experience working with CRM systems, such as Salesforce or HubSpot
• Ability to listen and apply new learnings and the willingness to learn tools and workflows that will help generate leads

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

• Lead inbound & outbound prospecting efforts through various channels such as email, phone, social media and CRM (HubSpot)
• Proactively engage prospective customers who meet our target profile
• Articulate the Phocas business value proposition to decision makers, evaluating their use case, purchase time frames, pain/gain points and assess buying interest
• Collaborate with relevant partners to generate quality leads from their customer base
• Coordinate introductory conversations and sales demo/ presentations with Account Executives and where possible participate to inform, educate and help close deals

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, 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.

We know that fun is different for everyone. So, if you want to try out innovative approaches to sales, lead a project, save the planet, or spend more time with your favourite people outside work, 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 be delighted.

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.

#LI-EA1 #LI-Hybrid

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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 now 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.

As long as you’re happy, the rest falls into place. Think less stress, higher performance, more energy and all-round nicer human. Your friends and family will be delighted.

As the Internal Data Specialist, you'll ensure the business can leverage our internal data sources, allowing us to make better decisions, react faster to changes and build confidence in our data and decisions. Your work will be split between support and project deliverables working with the Phocas IT and Finance teams and the wider business.

What will you be doing?

• Supporting internal reporting systems and data transformation processes.
• Implementing new dashboards, reports, data sources and improvements to existing data sources.
• Creating scalable and robust pipelines to ingest data from multiple structured and unstructured sources (APIs, databases, flat files, etc.) into our data platform.
• Generating answers to the business’ questions by working with our internal data assets.
• Improving business understanding of our data including where it comes from, how it fits together, and the meaning of the data.

What are we looking for?

• A degree in data science/computer science or similar, and solid (5+ years) experience in similar roles, working with data analytics products (Phocas, Power BI, etc.). 
• Strong database experience (SQL Server, PostgreSQL) and experience with scripting languages (Python).
• A general understanding of finance basics: terms, systems, processes, and best practices. 
• Strong experience designing, developing, and supporting complex data import and transformation processes.
• Experience creating technical and non-technical documentation and user guides and a natural tendency to produce strong documentation (both comments within the code, and externally.
• Proven critical thinking skills; able to proactively problem solve and develop out of the box solutions. 
• A growth mindset: a willingness to embrace new challenges and opportunities to grow.
• Someone who can develop strong relationships and work collaboratively and supportively with a diverse global team
• Bonus points for experience building financial reporting solutions, working with third-party APIs to extract data in an automated manner, and/or experience working in internal customer facing support roles.

Why work at Phocas? 

• People – when we ask what people like about working here, 'the people’ is the single most common answer 
• Social/fun stuff – opportunities to get together, sometimes (optional) silly games, & food. We all really like food. 
• Our office – spacious, conveniently located in sunny Sydenham, plenty of parking for four-, two- or even single wheeled vehicles.  
• Southern Cross, Life, TPD and Income Protection Insurance 
• Extra paid parental leave 
• Flexible/hybrid working policy  

Phocas is an Accredited Employer and typically we are strong supporters of international talent, but due to current visa settings and processing times, we can only consider applicants with current NZ working rights.

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

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.

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.

#LI-NG1 #LI-HYBRID

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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?

The Account Executivewill successfully prospect, create opportunities and work through a consultative sales process to close deals and develop long-term revenue streams around Phocas’ suite of products and solutions. You'll love running the full sales cycle, getting to grips with the product and showcasing it through live demonstrations, helping customers understand the value it can bring by simplifying their data!

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 prospective and existing customers through various channels such as email, phone and social media to achieve/exceed monthly sales quotas - You'll love getting out there, building relationships and building revenue
• Identify prospects to build a sound pipeline of business opportunities, evaluating their pain/gain points, position in the industry, researching and analyzing sales options.
• 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).

Desirable

• Previous Sales Methodology (SPIN, Challenger, Force, MEDDIC) training highly desired.
• Experience in business intelligence, accounting technology and ERP solutions.
• 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 Share Options, 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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Position Purpose

The Partner Alliance Manager (PAM) will focus on the acquisition and management of Referral and Reseller partners in their designated market/region, by creating and executing strategic partner business plans to drive new sales opportunities. The PAM role will drive the achievement of global company revenue goals and/or in their regional marketplace; based on the level of experience and knowledge, the position may require certain engagements, including co-selling with partners, business development and account management.

Key Responsibilities

• Proactively engage in the sales process and drive highly qualified opportunities to achieve revenue targets across assigned territory or named partners.
• Establish and manage relationships with new and existing channel partners in order to create new opportunities for these partners and Phocas.
• Proactively drive activities within channel partners that directly result in generation of pipeline and revenue.
• Identify, recruit and onboard new channel partners; provide product and program training for channel partners through webinars and demonstrations of our product offerings.
• Maintain and encourage effective working relationships across Phocas and partner teams to deliver a positive and mutually shared vision.

o Work with partners’ customer account managers to proactively identify opportunities for further growth and/or attrition risk for Phocas products within their customer base.

o Work with Marketing to develop plans that support the partner network and generate deal flow.

o Collaborate with Phocas Account Executives on closing new business generated through partnerships.

o Attend trade shows and other industry events to showcase Phocas products/ solutions

• Regularly review and measure partners progress to ensure they remain profitable and communicate those reviews with partnership and company leaders; reviews may occur monthly and/or quarterly.
• Provide regular reports on KPIs and/or partner strategy. Maintain accurate prospect, customer and pipeline records within our CRM systems.
• Keep up to date and understand competitive products and pricing strategies to ensure Phocas retains and grow market share.
• Stay current with Phocas software, system information, new features/enhancements and product offerings.

• Minimum 5 years prior experience working in a Sales, Marketing or Account Management role, ideally with software-based solutions and B2B environment.
• Previous experience of excelling in a channel /partner management role with accounting technology, system integrator and/or ERP partners.
• Track record of over-achieving quota in past positions.
• Experience of concurrently managing multiple partnerships.
• Experience working with CRM systems, such as Salesforce or HubSpot.
• Ability to travel 25-50% of the time (domestic & international travel).
  

Desirable requirements

• Experience in business intelligence, accounting technology and ERP solutions.
• Prior experience with HubSpot preferred.
• Prior experience selling and/or working within our target markets, such as Manufacturing, Distribution, Retail, Services, etc.
• Financial experience or exposure to, or knowledge of budgets, forecasts, and financial statements (financial planning and analysis)

Qualification/Education Requirements

• Bachelor’s degree in Business/ Sales/ Marketing or equivalent. In lieu of education, equivalent experience required.
• Previous Sales Methodology (SPIN, Challenger, Force, Meddic) training highly desired.

Skills/Attributes

• You love the thrill of the sales.
• You like technology.
• Possess an inquisitive nature to understand the customer’s needs and wants and current situation.
• Strong business acumen and common sense.
• Good interpersonal skills - outgoing and personable.
• Great communication skills - verbal, written, and presentation.
• Ability to work individually as well as part of a team to solve problems and make sales connections in varied environments.
• Adopts a growth mindset and a willingness to embrace new challenges and opportunities to grow

A bit about us:

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!!

Compensation for the position depends on experience. A fully qualified candidate can expect a salary of between $100,000 and $115,000 with a commission plan

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Short Term & Long Term Disability
• Training & Development
• Work From Home
• Wellness Resources
• Stock Option Plan

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-EB1
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