Assurance Services Consultant
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Job Description
Assurance Services Consultant at ProcessUnity maximizing client value and advancing third-party risk and GRC programs through strategic guidance and support.
Responsibilities:
- Partner with clients to maintain, grow, and optimize their use of the ProcessUnity platform.
- Deliver best‑practice guidance and strategic recommendations to drive post‑implementation success.
- Facilitate working sessions focused on enablement, configuration, and program strategy.
- Manage a portfolio of clients while supporting colleagues on complex or enterprise‑level engagements.
- Gather and translate client requirements into actionable configuration and workflow solutions.
- Configure client environments using sound judgment and creative problem‑solving approaches.
- Lead enablement sessions to promote adoption of platform features and best practices.
- Address moderately complex customer inquiries; proactively escalate issues when necessary.
- Collaborate with Customer Success Managers, Account Managers, and Support teams to ensure client health and alignment.
- Build strong, trusted relationships with clients and support their ongoing program maturity.
- Serve as a knowledgeable advisor, helping clients leverage ProcessUnity effectively.
- Manage workload within defined hours while meeting deadlines and engagement goals.
- Contribute to client retention, satisfaction, and growth initiatives across the organization.
Requirements:
- 5+ years of experience in SaaS implementation, consulting, or client services role
- Bachelor’s Degree or equivalent experience strongly preferred
- Experience supporting large, cross‑functional teams or complex engagements preferred
- Strong customer‑centric mindset with the ability to understand business goals and challenges
- Excellent written and verbal communication skills
- Process‑oriented, with an eye for continuous improvement and customer experience optimization
- MS Excel experience, specifically, hands on experience with expression writing, function knowledge, VLOOKUP, pivot tables, etc.
- Ability to multitask, prioritize, and collaborate within a team environment
- Eagerness to learn, grow, and take initiative in acquiring new skills and product knowledge
- Ability to reverse‑engineer solutions and assess downstream impacts
- Experience in governance, risk, and compliance (GRC) strongly preferred.
Benefits:
- Flexible work arrangements
- Professional development
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