Customer Experience Specialist - Finance


About us: 

Making a meaningful difference with mission-critical software that empowers communities to thrive.

ReadyTech is more than just a one-trick pony playing in one market with one product, or one customer. We re-imagine, design, develop and deliver technology to solve our customer’s diverse problems – supporting multiple businesses across a variety of markets to be ready for anything. 

We’re an ASX-listed company which means we are stable, have a strong track record of sustainable growth and have a significant number of long-term customers.  So, what does this mean for you? It means we can offer you an experience that will push you to be your best, provide career-building challenges, and that will offer you numerous growth opportunities that can’t be found in any other company.

It’s an inclusive environment where there is no place for politics, where we get our heads together to solve the problems that really matter to our customers, and where we always stay focused on our north star – the communities we serve, and society at large.

 

The key accountabilities of the role:

  • Implement Microsoft Business Central applications for customers in accordance with Professional Services and Project Management framework and methodologies.
  • Conduct individual and group product demonstrations.
  • Contribute to pre-sales activities such as scope, technical and effort requirements for quoting and tender responses.
  • Travel in accordance with project and training requirements, including to remote areas, with the potential of interstate travel where appropriate.
  • Be a Subject Matter Expert (SME) for implementations and the industry, ensuring that you stay up to date with legislative requirements, systems and tools across all customer regions.
  • Create and maintain internal product knowledge library (i.e. implementation guides, troubleshooting material).
  • Assist with Customer Support requests in accordance with SLA requirements.
  • Build rapport with customers encouraging open, honest, and respectful conversations.
  • Commitment to a high standard of customer satisfaction.
  • Identify opportunities to enhance internal processes.
  • Solid understanding of SaaS and a genuine interest in contributing to the emerging
  • technology and innovation of ReadyTech.
  • Other duties as directed by the Company from time to time.

 

The key responsibilities of the role:

  • Engaging with our customers to understand their business processes and needs as part of the overall approach to implementation
  • Driving assigned implementation services from start to ‘go live’
  • Attending project meetings and providing proactive customer contact throughout the whole process
  • Achieve customer expectations for scope, budget, schedule and quality
  • Maximise revenue through proactive delivery and highlighting of any potential delays
  • Collaborating with the Development Team to implement customer specific rules
  • Project administration including data migration, scheduling/timeline management and updating internal systems and tracking activities and progress
  • Delivering targeted system training (onsite, face-to-face, group and online)
  • Providing comprehensive handovers to the Customer Support Team post ‘go live’
  • Work with Project Managers to transition customers from project to BAU
  • Taking responsibility for customers queries via calls and emails during the project transition
  • Adding your insight and experience into how to develop and grow the role and team
  • Champion the customer needs with internal teams whilst taking a pragmatic approach at all times and understanding business priorities against customer experience and revenue driver.

 

The key requirements for the role:

  • Relationship and stakeholder management at all levels
  • Excellent project and time management skills
  • Problem solving skills with the ability to think outside the box when it comes to solving customers problems
  • Excellent Customer service skills
  • An inquisitive and self-starting nature when it comes to learning
  • Ability to think analytically with a good understanding of technical jargon
  • Understand core products and local government
  • Understand compliance and regulatory reporting (ERP/Payroll)
  • Strong understanding of financial processes, accounting principles, and financial management practices (e.g., General Ledger, Budgeting and Reporting
  • Understand project management processes and requirements and how this interacts with customers
  • Foundational understanding of relevant employment law as it would pertain to the management of team members
  • Proven experience with implementing Microsoft Business Central applications
  • More than 2 years in a service delivery role, implementing or supporting Finance solutions
  • Track record of building effective working relationships with cross functional teams such as Sales, Development, Client Service
  • Proven service delivery experience in a professional services environment

 

Why you should become a ReadyTecher: 

  • A day off for your birthday- hip hip hooray!
  • Additional 4 days of leave each year
  • ReadyTecher Awards each quarter with the chance to win flights and accommodation to Hamilton Island
  • Hybrid work, with in-house baristas in Australia via the Ready Beans team
  • Access to Sonder- a technology-driven platform supported by safety, medical and mental health experts - available 24/7
  • Paid parental leave
  • Additional paid leave for miscarriage, endometriosis and menopause
  • Volunteer leave
  • Flu vaccinations
  • And plenty of ReadyTech merch drops along the way!

ReadyTech is committed to seeing things through each other's eyes. We invest deeply in relationships by offering positivity, fairness and empathy in every interaction and love that everyone is different. We're proud to be an equal opportunity employer that celebrates our diversity of race, beliefs, sexual orientations, gender identities, age, disability status, marital status and more - so that every single one of us can feel like we belong.

As part of our commitment to ensuring a safe and secure working environment for all employees and in compliance with Australian regulations, please note that if selected for this role, you will be required to complete a comprehensive police check and an Australian working rights check. Should you have any questions or concerns regarding these requirements, please feel free to contact us.

So, if you are ready for anything, please apply today. Please note that if your application is progressed to the next stage, we will send you some testing to complete as part of your application as we have found this helps us to quickly identify potential ReadyTechers!

Apply now

Full-time

Job no: HZAP50565

Location: Melbourne, Sydney, Perth, Adelaide, Launceston

Closing Date: Friday, 12 September 2025