Consultant

• Assist in research, data collection, and analysis for client projects
• Prepare reports, presentations, and documentation communicating findings and recommendations to clients
• Participate in client meetings and contribute to discussions
• Help identify client issues, challenges, and opportunities
• Collaborate with the team to develop solutions and recommendations
• Continuously learn and develop consulting-related skills
• Collaborate with designers and project managers to understand project requirements
• Assist in project planning, execution, and management through data collection, project scheduling, and progress tracking
• Monitor emerging web development trends, tools, and technologies and recommend integration into projects when applicable

Associate Consultant

• Precalificar leads marcados como MQL por Marketing aplicando el criterio SQL
• Trabajar la base de contactación en coordinación con el agente SDR
• Tomar sesiones de entendimiento con clientes
• Presentar la propuesta de valor y realizar demos
• Escuchar y documentar los puntos de dolor del cliente, su nivel y el tamaño del caso
• Concretar una segunda sesión o construir y enviar la agenda de levantamiento cuando sea necesario
• Asignar el levantamiento al consultor correspondiente, entregando el dolor documentado y la lectura del tamaño del caso
• Participar en sesiones de levantamiento para aprender el proceso end-to-end
• Recibir mentoría de consultores senior para crecer hacia el rol de Consultor
• Dar seguimiento a los correos de los leads hasta su cierre
• Gestionar NDA, alta de proveedor, contrato y otros requisitos administrativos del cliente

Consultor Junior

• Provide consulting services on multiple client engagements with limited direction
• Understand client business requirements and provide guidance throughout design, configuration, prototyping, testing, and production migration
• Support clients during annual events such as Annual Talent/Performance, Merit, Open Enrollment, and ACA
• Partner with Engagement Managers to communicate project status and changes
• Collaborate with cross-functional counterparts to ensure communication and project alignment
• Maintain accurate forecasts in a timely manner
• Partner with Sales as a subject matter expert for sales presentations, demos, and LOEs
• Stay current on industry knowledge, Workday enhancements, and best practices
• Build strong client relationships through trust and exceptional customer service
• Contribute to the development of ERPA’s Workday AMS practice

Senior Principal Consultant – Workday Advanced Compensation

• Support the design and delivery of patient-focused and outcomes research projects for pharmaceutical, biotechnology, and healthcare clients
• Support the design and build of technology solutions for patient-centered research, outcomes research and HEOR studies
• Conduct qualitative and quantitative research involving patients, caregivers, clinicians and other healthcare stakeholders
• Manage internal and external cross-functional stakeholders to support product development
• Create reports, presentations and workshops for client employees, management teams and other stakeholders
• Develop knowledge of consulting methodologies and the pharmaceutical market through consulting engagements and learning opportunities
• Assist with developing and writing proposals with senior support
• Attend, support and present at client meetings

Associate Consultant, Outcomes Research – HEOR / PROs

• Analizar requerimientos de negocio y traducirlos en soluciones dentro de NetSuite
• Participar en implementaciones, configuraciones y mejoras de módulos
• Realizar análisis fit-gap, priorizando funcionalidades estándar sobre personalizaciones cuando sea conveniente
• Gestionar requerimientos y tickets desde el análisis hasta las pruebas y liberación
• Configurar y mantener SuiteFlow, Saved Searches, reportes y dashboards
• Participar en pruebas funcionales, UAT y documentación de soluciones
• Brindar soporte a usuarios y atender incidencias en ambientes Production y Sandbox
• Participar en integraciones entre NetSuite y sistemas de terceros
• Colaborar en soluciones utilizando SuiteScript, SuiteTalk y SuiteCloud
• Explorar y aplicar funcionalidades de IA de NetSuite para automatización y optimización de procesos
• Integrarse a un equipo internacional que participa en proyectos de implementación y servicios administrados de Oracle NetSuite

NetSuite Functional Consultant, Inglés Avanzado

• Precalificar leads marcados como MQL por Marketing aplicando el criterio SQL
• Trabajar la base de contactación en coordinación con el agente SDR
• Tomar sesiones de entendimiento con clientes
• Presentar la propuesta de valor y realizar demos
• Escuchar y documentar los puntos de dolor del cliente, su nivel y el tamaño del caso
• Concretar sesiones adicionales o construir y enviar agendas de levantamiento
• Asignar levantamientos al consultor correspondiente
• Participar en sesiones de levantamiento para aprender el proceso end-to-end
• Recibir mentoría de consultores senior en la ruta de crecimiento hacia Consultor
• Dar seguimiento a los correos de los leads hasta su cierre
• Gestionar NDA, alta de proveedor, contrato y demás requisitos administrativos del cliente

• Execute the pre-sales framework through virtual and onsite meetings
• Engage customers, prospects, and partners and drive the discovery process
• Lead product demonstrations and identify how Workiva solutions address customer and prospect needs
• Develop expertise across Financial Reporting, GRC, and Sustainability Reporting domains
• Assist Sales with account plans supporting Workiva strategies and objectives
• Conduct process assessments and build Proofs of Concept to validate requirements
• Build and present partner-specific business cases
• Work with implementation partners and Workiva Client Services to support onboarding and long-term customer success
• Develop new use cases or apply existing templates to demonstrate solution impact and value
• Deliver cross-domain coaching, training, or mentoring to peers as needed
• Collaborate with Sales, Product Marketing, Client Services, Scoping, and Customer Success teams
• Serve as a trusted advisor throughout the sales cycle by connecting customer outcomes to platform capabilities and guiding technical validation

Senior Solution Consultant – LATAM

• Assist in onboarding new customers by helping prepare configuration documents, platform walkthroughs, and user setup
• Participate in implementation tasks such as data mapping, test case execution, UAT coordination, and go-live preparation
• Shadow and gradually lead implementation projects using defined templates and checklists
• Support creation of solution documentation, including user guides, workflows, and FAQs
• Serve as the secondary point of contact for selected accounts, handling routine updates and usage questions
• Monitor platform usage and customer activity dashboards to identify early risk signals
• Support health check-ins and training refreshers alongside senior consultants
• Handle tier 1 support tickets via chat and email, including access issues, basic functionality queries, and data corrections
• Escalate complex issues to senior team members with appropriate context and logs
• Maintain internal support documentation and customer-facing articles
• Maintain clear internal documentation of customer configurations, project steps, and feedback
• Participate in team training, onboarding simulations, and internal tools workshops
• Contribute updates to the knowledge base, onboarding materials, and implementation templates
• Independently support standard onboarding and training flows as proficiency develops
• Act as secondary owner for a small set of customer accounts and identify and flag early risk signals

Junior Customer Excellence Consultant

• Manage standard configurations, custom development, and data migration elements of Salesforce implementations
• Develop and deliver implementations for customers following architect-designed solutions
• Understand project needs and debug technical implementation issues
• Liaise with Salesforce product teams to support client implementations
• Work in an agile and collaborative environment following Salesforce methodology
• Work remotely while collaborating with global teams to deliver across geographies

Technical Consultant

• Manage standard configurations, custom development, and data migration elements of Salesforce implementations
• Develop and deliver implementations for customers following architect-designed solutions
• Understand project needs and debug technical implementation issues
• Liaise with Salesforce product teams to support client implementations
• Work in an agile and collaborative environment following Salesforce methodology
• Work remotely while collaborating with global teams for delivery across geographies

Consultant jobs in Mexico

Associate Consultant

Consultor Junior

Senior Principal Consultant – Workday Advanced Compensation

Associate Consultant, Outcomes Research – HEOR / PROs

NetSuite Functional Consultant, Inglés Avanzado

Consultor Junior

Senior Solution Consultant – LATAM

Junior Customer Excellence Consultant

Technical Consultant

Associate Technical Consultant