ClearPlan LLC · 2 weeks ago
ERP Implementation and Optimization Consultant - Accounting
ClearPlan LLC is a consulting firm that provides project management services across various industries. The ERP Implementation and Optimization Consultant will advise clients on effectively leveraging ERP software to optimize their business operations, collaborating with clients to develop tailored strategies and implement software solutions.
Responsibilities
Provide ERP product knowledge and support to clients independently and as part of a project team to help implement and/or optimize their ERP (CMiC, Vista, Spectrum) software usage
Collaborate with clients to review business processes, analyze and identify requirements, recommend appropriate strategies, and execute effective solutions
Deliver technical support and client training, including the creation of training materials and documentation
Support software implementations by coordinating and managing tasks related to CMiC, Vista and/or Spectrum deployment. Assist clients and project teams in identifying issues and troubleshooting to enhance software performance
Develop and maintain project tools and templates to ensure consistent, efficient delivery and reporting
Collaborate with internal teams to continuously improve service delivery and client satisfaction
Demonstrate high emotional intelligence in client interactions, fostering trust, managing expectations, and navigating complex interpersonal dynamics
Stay current with the latest software (CMiC, Vista and/or Spectrum) versions and industry standards, including participation in ongoing training and professional development
Qualification
Required
US Citizenship required
Knowledge of construction industry practices, including: Accounting (AP/AR/GL/WIP), Payroll/HR
Strong communication skills with the ability to collaborate across all levels of an organization and with clients
Proven ability to identify complex problems, develop creative solutions, and implement effective strategies
High attention to detail and strong organizational skills
Adaptability and a willingness to learn new technologies
Preferred
Bachelor's degree in accounting or a related field, or equivalent years of experience preferred
Union Payroll (preferred but not required)
Product and/or technical expertise relevant to CMiC, Vista and/or Spectrum; ERP technology implementation experience is preferred
1–3 years of experience in consulting services preferred, or equivalent relevant experience with a demonstrated track record of successful project delivery
Benefits
Medical, Dental and Vision benefits
401k program
18 days of PTO that start accruing on day one and 7 paid holidays
Tuition reimbursement
Trips twice a year for you and a guest to our fun company offsite meetings