Platform Consultant

About the Company

Eton Solutions is an ERP software product (AtlasFive® and EtonAI™) and services company founded to handle the complexities of servicing Single Family Offices, Multi Family Offices, Wealth Owners, RIAs, Business Managers, Private Equity, Real Estate and Fund of Fund Firms globally. Eton Solutions flagship product, AtlasFive®, is a fully integrated, secure cloud-native AI-driven software, that holistically aggregates and manages all your liquid and alternative investment assets and data, reporting and workflow processes.

For More details visit: https://eton-solutions.com/

Role- Platform Consultant

Position Summary

The Platform Consultant is responsible for helping clients maximize the value of our accounting and investment ERP platform through hands-on configuration, product guidance, user support, and process optimization. Reporting to the Client Strategy & Success Manager, this role partners closely with clients to understand their business processes, provide functional expertise, resolve platform-related challenges, and deliver practical solutions that drive user adoption and operational efficiency. The Platform Consultant collaborates with Client Success, Product, Implementation, and Support teams to ensure a seamless client experience throughout the customer lifecycle.

Responsibilities

• Serve as the primary functional resource for assigned clients, providing day-to-day guidance on platform capabilities and best practices.
• Configure, troubleshoot, and optimize client environments to support accounting, investment, and operational workflows.
• Assist clients with platform usage, reporting, workflow improvements, and user adoption initiatives.
• Investigate client questions and issues, recommend solutions or workarounds, and coordinate with internal teams when escalation is required.
• Monitor client platform usage and identify opportunities to improve efficiency, automation, and overall system utilization.
• Support the Client Strategy & Success Manager in executing client success plans, roadmap initiatives, and business objectives.
• Deliver client training, product demonstrations, and knowledge transfer sessions to end users and administrators.
• Assist with implementation activities, feature rollouts, upgrades, and transition to ongoing business-as-usual support.
• Document client configurations, business processes, and recommendations to ensure continuity and knowledge sharing.
• Provide feedback to Product and Implementation teams on client requirements, enhancement requests, and opportunities to improve the platform.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, Information Systems, or a related field.
• 2 - 3+ years of experience in ERP consulting, public accounting, financial software, client services, or a related role.
• Experience supporting accounting, tax, investment management, or ERP platforms.
• Strong understanding of accounting, financial reporting, and operational business processes.
• Demonstrated ability to configure business applications and translate client requirements into practical solutions.
• Strong analytical, troubleshooting, and problem-solving skills.
• Excellent communication skills with the ability to work directly with business users and technical teams.
• Ability to manage multiple client priorities in a fast-paced, client-focused environment.

Note-

Office Enviorment- 5 working days from office

Shift - 4pm-1am

Cab Facility - We provide drop facility within 20km of company distance

if interested, please share your updated resume to [Confidential Information]