Functional Consultant
2 weeks ago
Work Set-up: Work from Home
Time Zone: Flexible schedule with consistent Pacific overlap for customer communication
Team: Professional Services (Implementations & Advisory)
Type: Full-time
About Us
We specialize in ERP implementations that give equipment companies the confidence to stop discounting and start defending their true value.
Join our growing team as we scale from boutique consulting to systematic service delivery. You'll own end-to-end Acumatica implementations while working directly with North American equipment companies who need cost clarity to compete on value, not price.
What You'll Do
Core Implementation Responsibilities
● Discovery & Design: Lead customer workshops, map current/future processes, produce detailed fit-gap analyses and Statements of Work
● System Configuration: Build Acumatica environments (companies, ledgers, subaccounts, posting rules, item/warehouse management, projects, service orders, security)
● Technical Development: Create Generic Inquiries, dashboards, KPIs, ARM financial reports, Import Scenarios, custom Report Designer layouts
● Integration & Analytics: Connect systems via OData/REST APIs for Power BI dashboards and automation workflows
● Data & Testing: Manage data migration (templates, cleansing, trial loads) and User Acceptance Testing cycles
●Training & Documentation: Train end users and administrators, create SOPs and implementation runbooks
Strategic Support
● Sales Partnership: Support pre-sales scoping, demos, and proposal development
● Continuous Improvement: Provide post-go-live optimization and enhancement roadmaps
● Knowledge Building: Contribute to playbooks, templates, and best practices documentation
Must-Have Qualifications
Technical Experience
● 3+ years ERP implementation experience with 2+ years hands-on Acumatica (functional lead or senior consultant role)
● Strong functional expertise in Financials and at least one of: Distribution, Project Accounting, Field Service
● Technical skills: Generic Inquiries, Dashboards, ARM reports, Import Scenarios, Report Designer
● Integration experience: OData/REST APIs for analytics and automation
Soft Skills
● Excellent English communication (written and verbal) for North American customers
● Customer-facing experience: Leading workshops, training sessions, and stakeholder meetings
● Project ownership: Managing timelines, deliverables, and customer expectations independently
● Documentation skills: Creating clear, actionable process documentation
Preferred Qualifications
● Microsoft Dynamics 365 Business Central implementation experience (Financials, Jobs/Projects, Service Management)
● Certifications: Acumatica Business Consultant, Advanced Financials/Distribution; Microsoft BC Functional Consultant Associate
● Industry experience: Equipment companies, manufacturing, distribution, or field service businesses
● Additional tools: Velixo reporting, Power BI, Power Automate, Postman
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