Accounting Software Consultant

Purpose of this position: The Accounting Software Consultant plays a critical role in ensuring customers maximize the value of McLeod’s accounting solutions through expert training, support, and consultation. By enabling accurate financial setup, troubleshooting complex issues, and driving adoption of accounting features, this position directly supports customer satisfaction, retention, and long-term system utilization.

Essential Duties and Responsibilities include the following. Other duties may be assigned. 

• Provide training to support customers during new business implementation on the use of McLeod accounting modules.
• Research, troubleshoot and resolve accounting support issues.
• Provide customers with timely follow up and recap reports from accounting calls.
• Provide training in the form of conference calls, scheduled webinars, and occasional classroom training.
• Assist with maintaining accounting documentation for internal (employee) and external (customer) use.
• Provide suggestions to product development on new accounting features and improvements to accounting modules.
• Provide internal training and support to McLeod employees as needed on the use of McLeod accounting modules.
• Manage custom accounting-related projects, such as general ledger alterations.

• Issue Resolution and Troubleshooting.

• Documentation and Knowledge Management.

• Customer Training and Education.

• Cross-Functional Support and Collaboration.

 

Competencies: 

• Ability to learn internal software and systems.
• Ability to communicate technical information effectively.
• Ability to build relationships and work effectively and varying organizational levels.
• Strong organization skills.
• Ability to multi-task in a fast-paced environment.
• Attention to detail and accuracy.

 

Qualifications

Education/Experience: 

• High school diploma or equivalent, required.
• Minimum 3+ years of related experience, required.
• Experience creating, maintaining, and organizing detailed documentation preferred.
• Knowledge of accounting software strongly preferred. Knowledge of the transportation industry, a plus.
• Bachelor’s degree, preferred.

 

Computer Skills:

To perform this job effectively, an individual should have an *intermediate or advanced* knowledge of Microsoft Office Suite. Prior experience with Dynamics GP and/or QuickBooks, a plus.

 

About Us 

Since 1985, McLeod Software has provided powerful transportation management and trucking software solutions to the trucking industry. These solutions, developed entirely by our company, are comprehensive and support integration with a broad array of complimentary logistics products. 

We are the leader when it comes to software for trucking dispatch operations management, freight brokerage management, fleet management, document imaging, workflow, EDI, and business process automation solutions for trucking, freight brokerage, third party logistics, and shipper companies in the United States. 

With an established base of more than 1,200 active customers throughout North America, McLeod Software is dedicated solely to the transportation industry. This focus means we have a deep understanding of the needs and intricate details involved in carrier, broker, and freight management businesses of all types.  

Participation in the trucking and brokerage industry is extremely important to McLeod Software. We have always believed that we benefit beyond our investment from our active participation in the industry's most important organizations. In addition to national organizations like the ATA, TCA, TIA, AFTC, NTTC, and NPTC we belong to and participate in over 20 state and regional organizations.