Senior Consultant – Enterprise Performance, Technology

atCBIZRemoteUS flagCaliforniaFull-timeConsultantSenior$110k – $120k/year

Posted 1 day ago

This is a fully remote position, open to applicants in California.

📋 Description

• Oversee the implementation, upgrade, optimization, and transformation of Acumatica ERP projects from initial discovery to post-go-live support.

• Conduct client workshops to collect and document business requirements.

• Evaluate current processes and propose future-state solutions.

• Design and configure Acumatica modules, workflows, dashboards, security settings, reporting, and business processes.

• Convert requirements into functional specifications and implementation strategies.

• Perform solution demonstrations, process walkthroughs, conference room pilots, testing, UAT, and deployment tasks.

• Identify and address project risks, issues, and dependencies.

• Provide consultancy to clients regarding financial, operational, inventory, manufacturing, distribution, project accounting, and service management processes.

• Collaborate with technical consultants and integration experts to develop end-to-end solutions.

• Assist with data migration, reporting strategies, and third-party integrations.

• Create solution designs, process maps, training materials, testing scripts, and configuration guides.

• Build and maintain client relationships while presenting recommendations and project updates to leadership.

• Contribute to account growth, proposals, RFP responses, pre-sales activities, vendor events, and practice development.

• Lead workstreams and mentor Associate Consultants and Consultants.

• Keep abreast of Acumatica releases, industry trends, and ERP best practices.


⛳️ Requirements

• Bachelor’s degree in Accounting, Finance, Information Systems, Business, Technology, or a related discipline.

• 4-7+ years of experience in ERP consulting, implementation, or business systems.

• At least 3 years of experience in Acumatica implementation and configuration.

• Proven experience in leading client-facing ERP projects.

• Strong understanding of business processes in financial management, distribution, inventory management, manufacturing, project accounting, professional services, or construction.

• Experience in gathering requirements, facilitating workshops, and providing end-user training.

• Exceptional communication, presentation, and client relationship management skills.

• Strong analytical thinking and problem-solving abilities.

• Capability to handle multiple priorities in a dynamic consulting environment.

• Possession and maintenance of required licenses.

• Proficient in the use of relevant technology.

• Willingness to travel based on client and business requirements.


🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health benefits including medical, dental, and vision coverage.

• Opportunities for professional development and continuing education.

• Flexible work hours and remote work options.

• A collaborative and supportive work environment.

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