About this role.
Zone & Co seeks a Functional Consultant to gather client requirements and translate them into functional specifications and user stories for ERP-native financial software. The role supports solution design, configuration, testing, training, troubleshooting, documentation, and selected pre-sales activities. Candidates need at least three years of functional consulting experience in fintech or enterprise software implementations, along with strong client-facing and project-management capabilities. This is a fully remote, high-velocity role that requires independent execution during EMEA business hours from the Philippines.
Role DNA
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Job Complexity
4/5Pace & Pressure
4/5Autonomy Level
5/5Communication Load
5/5Salary analysis
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Core skills
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Cover letter sample
Dear Hiring Team,
I am excited to apply for the Functional Consultant role at Zone & Co. My experience gathering business requirements, translating them into clear functional specifications, and partnering with technical teams would enable me to help deliver effective ERP and financial-operations solutions for your customers.
I bring a client-focused approach to implementation, testing, training, troubleshooting, and process documentation, with a strong commitment to managing expectations and meeting project milestones. I am comfortable working independently in a fast-paced remote environment and collaborating across teams during EMEA business hours.
I would welcome the opportunity to contribute my analytical, communication, and consulting skills to Zone & Co's mission of improving finance workflows through ERP-native AI.
Sample interview questions
I start with stakeholder interviews and process walkthroughs to clarify the current state, business objectives, exceptions, and success measures. I document the requirements in a structured format, validate assumptions with the client, and convert approved needs into prioritized functional specifications and user stories with clear acceptance criteria.
I establish a delivery plan covering discovery, process mapping, solution design, configuration, testing, training, cutover, and post-go-live support. Throughout the project, I maintain a decision log, track risks and dependencies, run regular stakeholder updates, and use test results and user feedback to confirm the solution meets agreed requirements.
I would first understand the underlying business outcome rather than immediately focusing on the requested feature. I would evaluate whether an existing configuration, process adjustment, integration, or enhancement could meet the need, explain trade-offs clearly, and work with technical and product teams to recommend the most sustainable option.
I create or contribute to test scenarios that trace directly to functional requirements, including standard flows, edge cases, and integrations. I coordinate user acceptance testing, document defects with reproducible steps and business impact, verify fixes, and obtain formal stakeholder sign-off before deployment.
I set clear communication cadences, use concise written updates to capture decisions and actions, and surface risks early rather than waiting for a milestone review. I tailor technical detail to the audience, confirm mutual understanding after key discussions, and keep project documentation current so distributed teams can work efficiently.
Zone & Company Software Consulting LLC (“Zone”) is the ERP-native AI platform for financial operations, purpose-built for organizations running on Oracle NetSuite. We are redefining how finance teams operate by delivering an AI-powered system that automates, connects, and scales financial workflows directly within the ERP.
As the AI operating system for finance teams in NetSuite, Zone enables more than 4,500 customers worldwide to run smarter, faster, and with greater accuracy. Our platform spans the full financial lifecycle, including Quote-to-Cash, Procure-to-Pay, Treasury, Payroll Management, and Record-to-Report, eliminating manual processes and unlocking real-time financial intelligence.
By embedding intelligence directly into NetSuite, Zone helps finance teams move beyond reactive work to proactive, strategic impact. Learn more at www.zoneandco.com or follow us on LinkedIn: linkedin.com/company/zoneandco.
About the Job:
The Functional Consultant with Zone & Co will be essential in gathering and analyzing client business requirements and translating them into functional specifications and user stories. This role will collaborate closely with technical teams to design and configure solutions that precisely meet client needs, while conducting product demonstrations and training sessions to ensure effective implementation.
As a Functional Consultant, this role will also assist with testing and quality assurance processes to guarantee solutions are error-free and meet all requirements, and will provide ongoing client support, troubleshoot issues, and implement necessary enhancements. Staying abreast of industry trends and emerging technologies, the Functional Consultant will document processes and customizations, and participate in pre-sales activities, including solution presentations and proposal development. Effective communication with clients and internal teams will be key to managing expectations and achieving project milestones.
Responsible for exemplifying excellent customer service and the Company core values, culture, policy and procedures at all times.
What You’ll Do:
- Gather and analyze business requirements from customers
- Translate business requirements into functional specifications and user stories
- Collaborate with technical teams to design and configure solutions that meet customer needs
- Conduct product demonstrations and training sessions for customers
- Assist in the testing and quality assurance processes to ensure solutions meet requirements and are error-free
- Provide ongoing support to customers, troubleshooting issues, and implementing enhancements as needed
- Stay updated on industry trends, best practices, and emerging technologies relevant to the domain
- Communicate effectively with customers and internal teams to ensure project milestones are met and expectations are managed
- Document processes, configurations, and customisations for future reference
- Participate in pre-sales activities such as solution presentations and proposal – development
- Other duties as prescribed – Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice
What You’ll Need:
- Bachelor’s degree or equivalent professional experience
- 3+ years of experience in a functional consulting role within the fintech industry
- Willingness and ability to work standard business hours in the EMEA timezone
- Experience with enterprise software implementation projects, preferably in areas such as ERP, CRM, or other business applications
- Understanding of business processes and ability to analyse and document complex requirements
- Project management skills
- Excellent communication and client-facing abilities
- Ability to work independently and as part of a team in a fast-paced environment
- Analytical thinking and problem-solving skills
- Fluency in English required; additional European languages a plus
- Strong attention to detail with the ability to meet tight deadlines
- Ability to communicate professionally, both written and verbal
- Effective problem solving and critical thinking skills
Benefits
At Zone, we provide the platform; you provide the grit. We operate as a high-velocity, fully remote, global team where autonomy isn’t just a perk, it’s the standard. We’re looking for self-driven professionals eager to navigate the complexities of a unique SaaS environment and take full command of their professional evolution.
We ditch micro-management for high-trust flexibility, ensuring you have the space to innovate and scale. Our benefits are built to fuel this lifestyle, supporting your life beyond the screen so you can focus on making a global impact. Explore our offerings at https://www.zoneandco.com/careers
Join Our Global Mission
Zone & Co is an Equal Opportunity Employer committed to building a diverse, equitable, and inclusive workplace. We thrive on unique perspectives and strongly encourage candidates of all backgrounds to apply. Here, your identity is valued, and your talent is the only limit to your growth. All qualified applicants will receive consideration regardless of race, color, religion, sex, orientation, age, disability, or any other protected factor.
Employment Terms
United States
Employment with Zone is “At-Will”, meaning either party may terminate the relationship at any time, with or without cause or notice, in accordance with applicable law. This job description does not constitute an employment contract or guarantee of continued employment. Duties and responsibilities may evolve as the company grows and may change at any time with or without notice.
Non-US Jurisdictions
This position is offered as a Fixed-Term or Permanent Contract based on your country of residence. Employment is subject to a written contract which outlines specific notice periods, probationary terms, and statutory entitlements.
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