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RESPONSIBILITIES
CBIZ Technology is seeking a Senior Consultant to join our Acumatica practice
within the Enterprise Performance & Technology (EPT) group. This client-facing
consulting role is responsible for leading and delivering Acumatica ERP
implementation, optimization, integration, and business transformation
engagements.
The Senior Consultant serves as a trusted advisor to clients, helping
organizations improve financial, operational, project accounting, inventory,
supply chain, distribution, manufacturing, and reporting processes through the
effective use of Acumatica and related technologies. This role combines
functional expertise, solution design, project leadership, and client
relationship management to deliver successful business outcomes.
The ideal candidate possesses strong ERP consulting experience, deep knowledge
of Acumatica, excellent business process acumen, and the ability to lead
workstreams while mentoring junior consultants and collaborating with clients,
vendors, and internal stakeholders.
Essential Functions & Primary Duties
Client Delivery & Consulting
Lead Acumatica ERP implementation, upgrade, optimization, and transformation
projects from discovery through post-go-live support.
Facilitate client workshops to gather and document business requirements.
Analyze current-state business processes and recommend future-state solutions
aligned to industry best practices.
Design and configure Acumatica modules, workflows, dashboards, security,
reporting, and business processes.
Translate client requirements into functional specifications and
implementation plans.
Conduct solution demonstrations and process walkthroughs for clients and
stakeholders.
Lead conference room pilots, testing sessions, user acceptance testing (UAT),
and deployment activities.
Identify project risks, issues, and dependencies and proactively recommend
mitigation strategies.
Business Process & Solution Design
Advise clients on financial, operational, inventory, manufacturing,
distribution, project accounting, and service management processes.
Recommend process improvements that enhance operational efficiency,
scalability, reporting, and internal controls.
Collaborate with technical consultants and integration specialists to design
end-to-end business solutions.
Support data migration, reporting strategy, and third-party software
integrations.
Develop documentation including solution designs, business process maps,
training materials, testing scripts, and configuration guides.
Client Relationship Management
Build trusted relationships with executives, finance leaders, operations
teams, and key client stakeholders.
Serve as a subject matter expert throughout the client engagement lifecycle.
Present recommendations, project status updates, and solution demonstrations
to client leadership.
Support account growth by identifying opportunities for additional services,
enhancements, or optimization initiatives.
Leadership & Team Development
Lead workstreams and project activities with minimal supervision.
Mentor Associate Consultants and Consultants through project delivery,
training, and coaching.
Participate in internal knowledge-sharing initiatives and practice
development activities.
Contribute to delivery methodologies, implementation templates, and reusable
intellectual property.
Practice Growth & Business Development
Assist with proposal development, RFP responses, statements of work, and
solution architecture discussions.
Participate in vendor events, webinars, demonstrations, and marketing
initiatives.
Support pre-sales activities including discovery meetings, solution
demonstrations, and effort estimation.
Stay current on Acumatica product releases, industry trends, and ERP best
practices.
Essential Functions and Primary Duties
Bachelor's degree in Accounting, Finance, Information Systems, Business,
Technology, or a related field.
4-7+ years of ERP consulting, implementation, or business systems experience.
3+ years of Acumatica implementation and configuration experience.
Experience leading client-facing ERP projects.
Strong understanding of business processes in one or more of the following
areas:
Financial Management
Distribution
Inventory Management
Manufacturing
Project Accounting
Professional Services
Construction
Experience gathering requirements, facilitating workshops, and delivering
end-user training.
Excellent communication, presentation, and client relationship skills.
Strong analytical and problem-solving capabilities.
Ability to manage multiple priorities in a fast-paced consulting environment.
Preferred Qualifications
Acumatica certifications.
CPA, CMA, PMP, CBAP, or related professional certification.
Experience with reporting and analytics solutions.
Experience with API-based integrations and third-party business applications.
Prior consulting experience within a professional services organization.
Experience supporting distribution, manufacturing, construction, or
professional services clients.
Strong ERP solution design capabilities.
Exceptional client service and relationship management skills.
Business process transformation expertise.
Excellent verbal, written, and presentation communication.
Project planning and organizational effectiveness.
Independent decision-making and accountability.
Leadership, mentoring, and coaching capabilities.
Commitment to continuous learning and certification development.
Ability to leverage AI and productivity tools such as Microsoft Copilot to
improve efficiency, documentation quality, and solution delivery.
Ability to travel based on client and business needs.
Travel requirements may vary depending on project location, implementation
phase, and client expectations.
QUALIFICATIONS
Minimum Qualifications
Bachelor's degree in relevant field
3 years of relevant work experience
Achieve professional certifications relative to area of expertise, must have
and preserve required licenses
Must possess analytical skills
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all
levels of organization, both internally and externally
Must be able to travel based on client and business needs
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to
middle-market businesses nationwide. With industry knowledge and expertise in
accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers
actionable insights to help clients anticipate what is next and discover new
ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major
markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an
environment where team members are appreciated, recognized for their
contributions, and provided with opportunities to grow, both personally and
professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of
accounting services in the United States. CBIZ CPAs is an independent CPA firm
that provides audit, review and attest services, while CBIZ provides business
consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs
operates under its previous name, Mayer Hoffman McCann P.C.