Senior Implementation Consultant jobs in United States
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Unanet · 2 weeks ago

Senior Implementation Consultant

Unanet is a company that specializes in ERP solutions, and they are seeking a Senior Implementation Consultant to lead multiple Unanet implementations while ensuring client satisfaction. The consultant will guide clients through the full implementation lifecycle and leverage AI-powered tools to drive efficiency in various processes.

ConsultingCRMEnterprise Resource Planning (ERP)Information TechnologyProject ManagementSoftware
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Growth Opportunities

Responsibilities

Leverage AI-powered tools and internal automations to drive efficiency in data migration, configuration, and client onboarding
Understand and interpret client's business and accounting policy requirements to configure Unanet to meet their needs, including invoicing requirements, revenue recognition, labor costing, cost accounting (i.e., cost pools and overhead allocations), etc
Assist clients with their first month-end close and reconciliation cycle (e.g., A/R aging, A/P aging, WIP, unbilled, bank reconciliations)
Initiate, execute, and support the customer throughout the implementation process to aid in their successful adoption of Unanet ERP
Coordinate and complete requirements gathering and configuration activities (e.g., core data load for projects, tasks, customers, employees, subcontractors, etc.)
Mentor less experienced consultants on supporting activities, especially with respect to multi-resource implementations
Lead customer training during Unanet engagements as directed
Adhere to standard Unanet milestone-based implementation process
Coordinate with the project manager to ensure projects remain on schedule and within budget
Maintain target utilization as determined by supervisor
Collaborate with supervisor to organize workload to support multiple, simultaneous implementations
Support efforts to continuously improve Professional Services processes and procedures
Participate in group meetings and training sessions to gain experience and knowledge about Unanet's product offering
Stay up-to-date on new product feature functionality
Drive adoption of Unanet’s broader solution suite (CRM, Analytics, etc.) through consultative cross-functional collaboration
Serve as a senior voice in client conversations, escalations, and enterprise rollouts

Qualification

ERP implementation experienceAccounting systems experienceProject management experienceData manipulation in ExcelAI-enhanced productivity toolsBusiness consulting experienceAccounting certificationClient advocacyTeam collaborationCustomer focus

Required

5+ years of ERP implementation experience
Experience in the AEC (Architecture/Engineering & Construction) industry
Experience with various accounting systems, project management, and/or practical accounting experience
Proficient working with and manipulating large data sets using Excel
Proficient at understanding and documenting complex business requirements and translating those into an actionable recommendation
Experience leading large and complex projects, serving as a client advocate and champion of implementation best practices

Preferred

Familiarity with AI-enhanced productivity tools (e.g., ChatGPT, Unanet analytics automation, dashboarding accelerators)
Prior business consulting experience
Bachelor's Degree in Accounting, Finance, or a related field
Strong accounting foundation with practical experience in areas such as general ledger, revenue recognition, cost accounting, and project accounting
CPA or equivalent accounting certification strongly preferred

Benefits

Employee equity
Discretionary bonus compensation
Participate in Unanet's employee benefits plans and programs

Company

Unanet

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Unanet is a software company that provides ERP and CRM solutions for architecture, government contractors, and engineering firms.

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
OnexJMI Equity
2022-12-09Private Equity
2019-06-11Private Equity

Leadership Team

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Craig Halliday
Chief Executive Officer
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Alexandra Gobbi
CMO
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Company data provided by crunchbase