Zone & Co
Zone & Co is a leading NetSuite development accelerator for lead-to-revenue software.

Solution Architect (Business Intelligence)

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Zone & Co is hiring a Professional Services Solution Architect for ZoneReporting!
About Zone & Co
Zone & Co is a leading SaaS company committed to freeing finance teams from the limitations of clunky, disparate systems and manual processes. Our rapidly growing portfolio of solutions is built on the oracle NetSuite platform (the leading cloud-based ERP software platform) and offers advanced automation and integration solutions to a wide spectrum of business-critical functions, including complex billing & revenue recognition, to off-the-shelf advanced reporting, Payroll, AP automation, payments, reconciliations, approvals and more.
Zone helps over 3,000 companies worldwide work smarter, faster and more securely, whilst maximizing platform value. We do this with a growing innovation-minded team of over two hundred folks, based across North America, Europe and Asia Pacific.
Our journey has only just begun and we are excited to welcome talented individuals looking to grow alongside us. If this sounds interesting to you, we'd love to hear from you!
Learn more at or follow us on LinkedIn: .
About the Job:
As a Professional Services Solution Architect, you are the primary client-facing role responsible for the ongoing success of consulting projects for a diverse, growing client base. You will work cross-functionally with internal teams to ensure alignment with client objectives and the realization of the product value. You will engage directly with clients to review their business requirements, develop reports and dashboards, and assign projects to a pool of development resources. As a trusted business consultant for your assigned clients, you will be crucial in client engagement to ensure product usage, meet project milestones, and develop a robust and ongoing relationship with your assigned clients to support their custom project requests.
Primary Responsibilities:

  • Oversee the client lifecycle to proactively drive adoption and ensure ongoing client success and retention of a diverse, growing client base in a SaaS, subscription-based environment
  • Serve as the lead consultant and primary point of contact for assigned projects, including data model expansion, data source integration, custom report development, custom measure development, client training, and enablement
  • Leverage business knowledge and expertise to advise clients on reporting roadmap strategies, adoption of business intelligence, and using data to drive business decisions
  • Conduct introductory-level training sessions with newly assigned clients to expand their familiarity with Power BI and pre-built report packages
  • Manage, instruct, and mentor a team of developers in support of your active client projects
  • Actively participate in development tasks in support of the project's success, including requirements gathering, scoping, estimation, project planning, adherence to project budgets, and functional development in SQL, Azure, Power Query, or Power BI
  • Ensure prompt resolution of client-reported issues by leveraging resources from cross-functional teams as needed
  • Responsible for personal time reporting of all hours and adherence to targets and goals for billable hour utilization
  • Provide exemplary client service to each client contact with professional communication and prompt, courteous responses


  • 3-5 years of related business experience with a focus on relationship management and external consulting
  • 3-5 years of related experience with reporting, data and analytics, and business intelligence operations, including business intelligence architecture and product solutions
  • Prior experience gathering and interpreting business requirements.
  • Experience translating business requirements into specific actionable technical requirements.
  • Prior experience using Microsoft BI stack to develop custom reports and dashboards
  • Demonstrated proficiency in developing BI solutions from source data through ETL, Data Warehouse schemas, presentation to reporting platforms, and report development.
  • Strong organizational skills, including prioritization of projects and tasks, time management, resource allocation, and meeting deadlines
  • Prior experience with project management methodology and successful project delivery
  • Excellent verbal and written communication and interpersonal skills
  • Must be in the Eastern US time zone or willing to work these hours
  • Ability to work and thrive in a self-motivated environment as a proactive, results-oriented professional

Skills & Experience

  • Bachelor's degree in Business, Computer Science, Information Systems, Finance, Statistics, or a related field
  • Prior experience with Microsoft PowerBI report development, including DAX.
  • Prior experience with Microsoft Power Query, especially Power BI data modeling.
  • Prior experience with Microsoft SQL / SQL Server - Azure-hosted cloud deployments preferred.
  • Prior experience with Azure Data Factory and ETL processes to migrate data to an Azure Data Warehouse for use in BI applications.
  • Strong understanding of data warehousing and BI concepts/best practices.
  • Prior experience with NetSuite preferred, including knowledge of saved searches and custom fields
  • Expanded understanding of business operations across diverse industries in the areas of financial reporting, manufacturing, and supply chain reporting, sales and operations reporting
  • Microsoft DA-100 or related certification

At Zone, our benefits are designed to enrich your life beyond the workplace. Recognizing that work is just a fraction of your overall life experience, we are dedicated to providing robust support. As a fully remote company, we prioritize flexibility and balance. Explore our comprehensive list of benefits at .
Zone and Co is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity, or any other factor protected by applicable federal, state, or local laws.
We strongly encourage candidates of all different backgrounds and identities to apply. This is an opportunity for us to bring in a different perspective and we're eager to further diversify our company. Zone & Co is committed to building an equitable, inclusive, and supportive place for you to do some of the greatest work of your career.

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What are Zone & Co Perks + Benefits

Zone & Co Benefits Overview

At Zone and Co, we care about your health, wellbeing, and work-life balance. We know work is only one part of your life, so we do everything we can to support it – and that means a great benefits package. Here's a list of what all employees at Zone receive:
+ Remote work setup
+ Unlimited time off (and summer Fridays)
+ 13 company paid holidays
+ Fully paid health & dental insurance
+ 401k matching
+ Fitness stipend

OKR operational model
Team based strategic planning
Flexible work schedule
Summer Fridays (Summer goes by too fast, take advantage of Fridays off from Memorial day to Labor day)
Remote work program
Zone is a fully remote company and all employees work from home!
Highly diverse management team
Hiring practices that promote diversity
Health Insurance + Wellness
Flexible Spending Account (FSA)
Zone's Flexible Spending Account (FSA) helps employees cover out-of-pocket medical expenses with pre-tax contributions of up to $2,650 annually. Zone will contribute $250.00 per employee.
Disability insurance
Zone's disability insurance benefit is 60% of an employee's annual salary up to a $1,500 maximum weekly payout for 13 weeks. Employees also have the option to purchase extra coverage.
Dental insurance
Zone's dental plan through Delta Dental covers 100% of the cost of preventative care, including x-rays, and comes at no cost to you.
Vision insurance
Zone's vision insurance through VSP plan provides 100% coverage for annual eye exams and lenses after a $20 copay.
Health insurance
Zone offers two quality insurance plans with BCBS, HMO, and PPO, both with deductibles of $2000 individual and $4000 Family. Zone covers 100% of your premiums for these plans.
Life insurance
Zone offers group-term life insurance with a payout of 1x an employee's annual salary for the duration of employment.
Wellness programs
Zone's health and wellness program provides $250 per employee for health and wellness expenses.
Mental health benefits
Financial & Retirement
Zone's 401(k) retirement plan offers a broad selection of stocks, bonds, and international index funds to choose from.
401(K) matching
Zone contributes 3% of your gross salary to your 401(k) plan.
Company equity
Child Care & Parental Leave
Family medical leave
Zone offers up to 12 weeks of unpaid, job-protected leave per year, as well as maintained health benefits, for any employee eligible under the Family and Medical Leave Act (FMLA).
Vacation + Time Off
Unlimited vacation policy
Generous PTO
Paid holidays
Paid sick days
Office Perks
Company-sponsored happy hours
Once a month Zone hosts a virtual happy hour!
Fitness stipend
Employees are given a yearly stipend for many of the most common health and fitness services/products I.e: gym memberships, activity trackers and activities.
Home-office stipend for remote employees
Zone offers $500 per employee for home office needs.
Professional Development
Job training & conferences
Lunch and learns
Promote from within
Continuing education available during work hours

Additional Perks + Benefits

While we can't tell you what's important to you (duh), we can share what we love about working here. We have an encouraging, growth-oriented culture, a unique drive to make life easier for finance professionals, and incredible benefits. The people are wonderful no matter where you work or live. Oh, and we kind of love the work we do 🥰

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