K3 Advisory Group

Consultant

• Plan projects by understanding the order with the Sales Person and Project Lead
• Define key customer deliverables and attend customer kick-offs
• Identify commercial variances and understand customer resource constraints
• Coordinate resource planning with the Resource Lead
• Set up company parameters, chart of accounts, and financial and operational processes
• Configure financial and operational modules including distribution, project accounting, field services, and manufacturing
• Conduct gap analysis and prepare options involving custom reporting, advanced configuration, or software development
• Update project plans and keep the Project Manager informed of progress, gaps, and commercial options
• Configure security, roles, access, data-load mapping, stationery, reporting, and integrations
• Carry out sample data loads for training and testing
• Schedule and deliver training and support test-plan creation
• Provide go-live cover and support post-go-live exception reviews
• Provide support cover outside project work
• Document support cases, troubleshooting steps, and outcomes
• Collaborate with internal teams and third-party vendors to resolve complex issues and improve product performance
• Continuously update product knowledge and provide accurate guidance

Acumatica Consultant

Administration

• Manage a high-traffic inbox
• Register new interest in acquisition opportunities and communicate this interest across the business
• Perform data entry via the in-house CRM system
• Liaise with interested parties to obtain information regarding funding capability
• Communicate with clients regarding interest received for their businesses
• Release confidential documents to potential acquirers

Research Administrator

Financial Planning and Analysis

• Support the Financial Controller with the end-to-end design and implementation of a revised KPI and MI reporting framework
• Include financial, operational, and SaaS-specific metrics in the reporting framework
• Develop and maintain a master KPI library with definitions, calculation methodologies, ownership, and agreed refresh cadence
• Assess the feasibility of proposed KPIs and MI by evaluating data availability
• Identify gaps or limitations in current system configuration and work with relevant teams to improve data capture, coding, and extraction
• Build, test, and embed quality MI packs for monthly management reporting using Excel, Power BI, or another tool determined through the project
• Present MI outputs and project progress updates to the Financial Controller and senior management
• Communicate insights, trends, and recommended actions
• Provide ad hoc financial and commercial analysis to support the Financial Controller and divisional or Group decision-making
• Support the Financial Controller with other key projects as required
• Report to the Technology Solutions Financial Controller and collaborate closely with the Divisional senior management team and Group Finance team

Finance Business Partner – Fixed Term Contract

Project Manager

• Lead the successful delivery of ERP implementation and customer software enhancement projects for SME-market clients
• Manage implementations, integrations, third-party solutions, and software development projects
• Liaise with New Customer Acquisition and Customer Account Management teams to clarify solutions
• Identify and escalate gaps between sold solutions, customer expectations, and delivery requirements
• Arrange and chair internal and customer project kick-off meetings
• Create and maintain project plans, including phases, deliverables, milestones, dependencies, and acceptance points
• Plan and coordinate resources across consultancy, engineering, development, training, support, and third-party providers
• Coordinate third-party solutions, integrations, and bespoke software development
• Ensure customer decisions, information, data, and actions are provided by required dates
• Monitor dependencies across ERP, development, infrastructure, managed services, and external suppliers
• Maintain project documentation, including project plans, RAID logs, action logs, decision logs, change logs, and status reports
• Identify, assess, manage, and escalate risks, assumptions, issues, and dependencies
• Establish project tolerances and promptly escalate exceptions
• Maintain project governance, customer satisfaction, and effective resource utilisation throughout the project lifecycle

Artificial Intelligence

• Find where AI genuinely improves outcomes for the assigned business cluster
• Build solutions using approved internal and external tools
• Embed AI solutions in the business rather than IT
• Ensure solutions are adopted and measured
• Scale successful solutions across the Group
• Improve K3's efficiency
• Create new or better value for clients
• Improve colleagues' working lives by removing repetitive, low-value work
• Align delivery with the Group AI & Data Strategy, business pace, cybersecurity, data and regulatory obligations
• Define problems, prototype solutions, roll them out and drive adoption
• Risk-tier new use cases before they interact with live client or candidate data
• Track time released, client outcomes, new revenue, reduced risk and colleague experience

AI Adoption Partner

Product Manager

• Own AdvantageIQ's P&L, including revenue, gross margin, CAC, LTV, churn, expansion, and ARR
• Define product strategy and pricing
• Lead go-to-market activities with the Growth function
• Define and monitor customer-success onboarding health
• Manage partnerships with source-system vendors, advisors, and embedded finance platforms
• Own the three-year product strategy and annual refresh
• Develop and secure agreement on the product roadmap and priorities
• Oversee delivery and development with the engineering team
• Ensure quality of output and service integrity
• Act as the internal voice of AdvantageIQ in leadership meetings
• Report commercial and product health monthly
• Coach advisory and consulting teams on positioning and cross-selling AdvantageIQ
• Contribute to webinars, whitepapers, and conference panels on AI-driven finance, board reporting, and exit preparation

SaaS Product Lead

Sales

• Generate leads through outbound B2B calls
• Connect directly with small-business company owners
• Discuss the possibility of selling their business
• Initiate meaningful conversations with potential clients
• Work from the comprehensive in-house CRM system
• Arrange appointments for Corporate Directors when a Business Owner expresses interest
• Deliver excellent customer service with empathy, diligence and speed
• Ensure an impeccable customer experience

Outbound Sales Executive

Executive

• Act as the main point of contact for a portfolio of clients looking to sell their businesses
• Ensure clients receive exceptional service
• Follow established sales processes
• Liaise with and manage the flow of potential buyers
• Arrange meetings with interested parties
• Set meeting agendas and prepare clients for meetings
• Liaise with solicitors
• Assist clients through due diligence to completion
• Work with businesses across the UK and multiple sectors

Deal Executive

• Serve as the main point of contact for a portfolio of clients looking to sell their businesses
• Ensure all clients receive exceptional levels of service
• Follow sales processes and manage the flow of potential buyers
• Arrange meetings with interested parties
• Set meeting agendas and prepare clients for meetings
• Liaise with solicitors and other professional advisers
• Assist clients through due diligence to legal completion
• Complete comprehensive on-the-job training and development