Senior Performance & Optimisation Consultant
Full-time
Company Description
MeetUnit4 .With over 40 years of heritage,we’re an agile, fast growing, Cloud company that ison a mission toredefineEnterpriseResource Planning (ERP) for mid-market people-centric organisations.
With ourinnovative, self-driving, adaptive and intuitive software, our customers can spend more time on meaningful high-value work.
At the heart of what we do lies a simple yet profound purpose:Improve how people work by focusing on what truly matters.-A powerful statement that enablesdifferent priorities fordifferent people.
We’re shapinghow work shouldfeel,and we empowerourpeopleby providing them with the right tools to achieve the autonomy they need – it’s what makes us unique.
Job Description
Job Purpose
As our Senior Performance & Optimisation Consultant, you’ll proactively help customers improve business performance, adoption and value realisation across their full journey with U4F by Coda.
Working pre and post go live, you’ll spot performance risks and optimisation opportunities early, combining SaaS expertise, process thinking, data insight and hands on AI experience to help customers get more value from Unit4.
You’ll work alongside a Support Specialist and a Database Administrator, giving customers a proactive performance and optimisation capability.
Accountabilities & Responsibilities
- Run proactive performance reviews and customer health checks across implementation, transition and live service.
- Assess pre go live readiness across business process, adoption, data and productivity.
- Spot performance risks and improvement opportunities before they become escalations.
- Set baselines and success criteria tied to adoption and value realisation goals.
- Analyse post go live adoption and process data to recommend clear, actionable improvements.
- Advise customers on practical ways to use AI to automate work and boost productivity.
- Partner with Customer Success, Consulting, Support, Managed Services and Product to drive measurable outcomes.
- Build repeatable playbooks and templates, and track the impact of your work.
Qualifications
Experience Requirements
- 8+ years in business consulting, operational excellence, customer success, performance optimisation, or SaaS/ERP consulting.
- Strong SaaS expertise: adoption, value realisation, retention and customer health.
- A track record of improving customer business processes and outcomes.
- Practical experience using AI to automate work and drive measurable results.
- Strong stakeholder management, including influencing senior leaders and customer executives.
Required Tools and Technology
- Microsoft 365, including Teams, Excel, PowerPoint and Word.
- Power BI or equivalent for reporting and data visualisation.
- Hands on use of AI productivity tools, such as Microsoft Copilot.
- Experience with ERP, HCM, FP&A or adjacent SaaS platforms.
Required Skills
- A flair for customer lifecycle thinking: driving adoption, value realisation and long term customer health.
- Business process optimisation, with an eye for turning clunky workflows into slick ones.
- AI enabled productivity improvement and a sharp instinct for spotting automation opportunities.
- Data storytelling: turning numbers into insight people actually act on.
- Change management savvy and the confidence to advise customers as a trusted partner.
Education Requirements
- Bachelor degree or equivalent professional experience in Business, Technology, Finance, Analytics or a related field.
- Relevant certifications (SaaS customer success, process improvement, Lean Six Sigma) are a plus.
Team Context
- One of three in the U4F by Coda team, alongside a Support Specialist and a Database Administrator.
- Together you deliver proactive performance and technical support before and after go live.
- You’ll act as an advisory partner, not a reactive support escalation point.
Additional Information
Who we are
We area people-first communitythatnurturesall the areas that surround your working experience.With us, you’ll be surrounded by ahigh-performanceteam that supports yourauthentic self and celebrates your uniqueness.We believe that‘How work should feel’is an evolvingstatement.Work goes beyond tasks and everyday responsibilitiesit’s about feeling valued, empowered, promoted, impactful, seen, andappreciated.
We are reimagining how work makes people feel.
What we offer
- aculture built on trustand accountability- giving you the freedom and autonomy to be successfuland make an impact
- balance – with ourFlexible Leave Paid Time Off policy, remote workingopportunities,Global Wellbeing Days,and other greatbenefits
- growth opportunities -we provide the tools and guidance required so that you can focus on what really mattersto youandso, ultimately,you canachieve your best work
- talentedcolleagues , role models and mentors – work, learn and be inspired by some of the best talent in the software industry
- a commitment tosustainability – with initiatives such as ourEnvironmental, Social, and Governance strategy andAct4Good programme
- asafe and inclusive working environment – supported by our Employee Resource Groups, which are open to all.
Our commitment to equity
Unit4 is committed to ensuring equal opportunity for everyone. We make our hiring decisions solely based on skills, qualifications, and our current business needs. We know that diversity brings fresh perspectives, ideas, and solutions to our company. This is the essence of our culture. We also welcome and encourage people who are pregnant and/or parents-to-be to apply. If you would like to know more about our commitment to diversity, visit our blogs:
This role may require security clearance required for customer projects and access to sensitive (customer) data. That means that after you have accepted our offer, we could ask for background checks. Subject to applicable local laws, such security checks may require disclosure of personal information including criminal record declaration, right to work, personal identification and work history. No worries – we’ll handle it according to local privacy laws and keep your information safe. Questions? Feel free to reach out!
Discover how we enable work-life fusion for our people so they can bring their full selves to work and excel in their careers, while also prioritizing their personal lives and physical/mental wellbeing
Explore our benefits and discover how we create a truly rewarding experience-combining practical and tangible benefits with meaningful support.
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