Senior Performance & Optimisation Consultant

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.

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.

Who we are

We are a people-first community that nurtures all the areas that surround your working experience. With us, you’ll be surrounded by a high-performance team that supports your authentic self and celebrates your uniqueness.

We believe that ‘How work should feel’ is an evolving statement. Work goes beyond tasks and everyday responsibilities it’s about feeling valued, empowered, promoted, impactful, seen, and appreciated.

We are reimagining how work makes people feel.

What we offer

• a culture built on trust and accountability - giving you the freedom and autonomy to be successful and make an impact

• balance - with our Flexible Leave Paid Time Off policy, remote working opportunities, Global Wellbeing Days, and other great benefits

• growth opportunities - we provide the tools and guidance required so that you can focus on what really matters to you and so, ultimately, you can achieve your best work

• talented colleagues, role models and mentors - work, learn and be inspired by some of the best talent in the software industry

• a commitment to sustainability - with initiatives such as our Environmental, Social, and Governance strategy and Act4Good programme

• a safe 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:

• Our focus to DEI remains central to who we are

• Inclusive hiring at Unit4: Building equal opportunities for all

Background check

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!

Meet Unit4. With over 40 years of heritage, we’re an agile, fast growing, Cloud company that is on a mission to redefine Enterprise Resource Planning (ERP) for mid-market people-centric organisations.

With our innovative, 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 enables different priorities for different people.

We’re shaping how work should feel, and we empower our people by providing them with the right tools to achieve the autonomy they need - it's what makes us unique.

Originally posted on Himalayas