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Everest Systems · 10 hours ago

Professional Services Consultant

United States

Full-time

Remote

Senior Level

5+ years exp

Everest Systems is redefining ERP with an AI-native platform that unifies finance, operations, and intelligence. The Professional Services Consultant will manage the full lifecycle of ERP implementations, ensuring delivery excellence and stakeholder alignment while collaborating with technical teams to drive efficiency and control.

Enterprise Resource Planning (ERP)SaaSSoftware

Responsibilities

Contribute to multiple ERP implementation projects end-to-end, managing scope, schedule, and risk across functional workstreams

Translate business requirements into scalable ERP configurations, ensuring alignment with Everest best practices and AI-native architecture

Serve as the client’s trusted advisor, building long-term relationships with CFOs, Controllers, and Operations leaders

Oversee project documentation — including functional specs, data migration templates, and test scripts

Drive change management, user training, and go-live readiness to ensure successful adoption

Design and implement General Ledger, Chart of Accounts, Journal Entry workflows, consolidations, and multi-book accounting structures

Support configuration of month-end close processes including accruals, deferrals, eliminations, and intercompany transactions

Configure financial reporting structures and automation of close activities through AI-assisted workflows

Implement and configure revenue schedules, SSP allocation, and multi-element arrangements based on best practices

Map performance obligations and ensure alignment between contract data, billing, and revenue events

Collaborate with finance teams to automate deferred revenue tracking and revenue journal generation

Oversee setup for customers, contracts, invoicing, and payments

Design approval workflows and exception handling logic for billing operations

Implement vendor, purchasing, and AP processes including purchase requisitions, 3-way match, and expense management

Lead requirements gathering and configure approval workflows, taxes, and integrations to P2P/Spend Management systems

Partner with clients to design dashboards, KPI metrics, and AI-based analytics for finance and operational insights

Coordinate with technical consultants on data migration, API integrations, and sandbox testing

Validate business process mappings and configurations during build and UAT phases

Support AI-driven configuration, workflow automation, and validation logic using Everest’s Live Sandbox

Maintain Everest’s Professional Services methodology and ensure consistent delivery standards

Identify risks early and implement mitigation plans proactively

Contribute to internal playbooks, best practice guides, and training material

Support pre-sales activities by helping scope and estimate new implementations

Qualification

ERP implementationClient managementProject managementData migrationSystem integrationsWorkflow automationStakeholder managementERP certificationSaaS experienceCommunicationCross-functional team leadership