CAVALLO · 1 month ago
Business Central Strategy Advisor and Product Architect
United States
Full-time
Remote
Senior LevelCavallo is at the forefront of developing cutting-edge profit technologies for product-centric brands and wholesale distributors. They are seeking a highly skilled Business Central Strategy Advisor & Product Architect to guide customers from SalesPad/GP to Business Central, shape workflow and data architecture, and ensure solutions reinforce best practices across the BC ecosystem.
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Responsibilities
Act as Cavallo’s internal authority on Business Central capabilities, constraints, extension patterns, and data structures
Shape Mission Control’s workflow model, defining how Cavallo solves BC gaps in areas like jobs, warehouse, reservations, automation, and approvals
Influence Profit Scan’s BC integration by helping align costing, posting groups, and item valuations with our margin analytics engine
Advise Product Leadership on BC trends, competitive offerings, partner practices, and distribution use cases
Guide integration patterns for BC, including APIs, OData, events, data mappings, and Power Automate connectivity
Define workflow triggers, automation entry points, approval patterns, and orchestration logic across Mission Control, Business Central, and other systems
Ensure Cavallo’s system designs align with BC’s standards for customizations, extensions, and dataflows
Strengthen Cavallo’s migration framework by defining GP-to-BC workflow transitions and identifying where Mission Control replaces legacy GP functionality
Improve migration playbooks, partner readiness, and delivery templates to ensure consistent, repeatable BC implementations
Serve as the primary resource for internal teams needing expert guidance on BC functionality, workflow design, automation opportunities, and ERP constraints
Support Sales and Marketing by educating them on BC workflows and how Cavallo’s products improve the ERP experience and remove costly custom development
Partner with UX and Engineering on best practices for designing complex, multi-step BC-driven workflows with strong logic and intuitive structures
Engage directly with distributors, partners, and BC consultants to gather insights on real-world workflows and validate architectural decisions
Advise on how Cavallo’s products can fill gaps, replace custom development, and reduce implementation risk across BC environments
Participate in customer discovery, workflow mapping sessions, and complex implementations as the BC subject matter expert
Contribute to the Profit Max Platform’s (PMP) multi-ERP data model by defining BC mappings that align across other ERPs (Acumatica, NetSuite, GP, etc.)
Ensure BC-specific workflows, data structures, and automation logic integrate cleanly with Cavallo’s margin and operational intelligence frameworks
Qualification
Required
Deep functional and technical expertise in Microsoft Dynamics 365 Business Central
Extensive practical experience with distribution, wholesale, or manufacturing workflows
Strong understanding of BC extension models, data structures, posting behaviors, and workflow limitations
Hands-on familiarity with Power Automate or similar workflow automation tools
Strong ability to translate complex ERP workflows into intuitive product experiences and clear technical recommendations
Excellent communication skills with the ability to educate non-experts on ERP concepts clearly and confidently
Preferred
Experience with multiple mid-market ERPs (GP, NetSuite, Acumatica, SX.e, CSD, or similar)
Functional or technical BC certifications
Experience supporting software implementations or designing workflow-driven solutions
Background working with data models, integration patterns, or multi-system automation
Company
CAVALLO
Cavallo provides business management software solutions for industrial distributors.
Founded in 2003
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
John Carrier
CFO/COO
Matt Abbott
Chief Strategy Officer
Recent News
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