Senior Professional Services Representative

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

📋 Description

• Implement, configure, train users on, and provide support for the BusinessPlus ERP system, focusing mainly on Finance, Procurement, and related modules.

• Adjust system settings, tables, and business rules to meet client specifications.

• Convert functional requirements into system configuration and design specifications.

• Assist with data conversion activities, including validation and reconciliation support.

• Lead discovery sessions, workshops, and requirement-gathering meetings.

• Guide clients on best practices and system capabilities throughout the implementation process and after going live.

• Manage client expectations while communicating progress, risks, and issues effectively.

• Create and execute test plans, which encompass unit, system, and UAT support.

• Resolve functional issues and work collaboratively with technical teams to find solutions.

• Develop training materials and conduct training for end users and administrators.

• Generate and maintain process flows, configuration guides, and other essential documentation.

• Facilitate knowledge transfer to clients and internal teams.

• Provide support during go-live and stabilization phases.

• Aid in issue resolution, enhancements, optimization requests, client adoption, and system improvements.

• Achieve project milestones on schedule and within scope while ensuring client satisfaction and configuration quality.

⛳️ Requirements

• Bachelor’s degree in Business, Information Systems, Finance, or a related field (or equivalent experience).

• At least 5+ years of relevant work experience.

• 3–7+ years of experience in implementing or supporting ERP systems.

• Practical experience with BusinessPlus (preferred) or similar ERP platforms.

• Strong functional expertise in Finance, including GL, AP, AR, or Budgeting.

• Experience in data conversion, testing, and system configuration.

• Excellent analytical, problem-solving, and troubleshooting abilities.

• Familiarity with public sector or K-12 clients (preferred).

• Knowledge of payroll compliance requirements, with multi-state experience preferred.

• Understanding of reporting tools and queries within BusinessPlus (preferred).

• Experience with integrations, interfaces, or data migration tools (preferred).

• Project implementation experience in a consulting context (preferred).

• Outstanding communication and client-facing skills.

• Ability to simplify technical concepts into business-friendly language.

• Strong organizational and time management skills across various projects.

• Detail-oriented with a commitment to accuracy and quality.

• Proactive in identifying risks and resolving issues.

• Willingness to travel occasionally, up to 25-30%, for team summits, training, customer meetings, and company events.

• Additional experience may substitute for an advanced degree.

🏝️ Benefits

• Comprehensive Insurance Coverage (including Medical, Dental, Vision, Pharmacy benefits, Life Insurance, and AD&D).

• Flexible Spending Accounts and Health Savings Accounts.

• Short-Term Disability and Long-Term Disability.

• Comprehensive 401(k) plan.

• Generous Parental Leave.

• Unrestricted paid time off (referred to as Discretionary Time Off - DTO).

• Wellness Program, including ClassPass & Employee Assistance Program.

• Tuition Reimbursement.

• Optional Benefits: Pet Insurance, Identity Theft Protection, Student Debt Repayment Program, and Prepaid Legal coverage.