As a Senior Consultant, you will be responsible for leading multiple simultaneous Unanet implementations of varying complexity, while ensuring client satisfaction and success serving as both a strategic advisor and a hands-on solution expert. You will guide customers through the full implementation lifecycle, from Discovery to Go-Live, ensuring Unanet is implemented not only to meet current operational and accounting needs, but also to scale effectively with their evolving business growth
What You'll Do
- 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
Your First 90 Days
In your First 30 Days:
- Attend orientation and meet our team!
- Review all pre-recorded videos of Unanet features available on our HelpCenter and Learning Management System (LMS)
- Attend all available training sessions and webinars
- Shadow an implementation consultant on at least two (2) engagements
- Develop a detailed training plan with your manager
In your First 60 Days:
- Continue shadowing implementations and working through your defined training plan
- Attend all available training sessions and webinars
- Using recorded resources and a demo database, become proficient in Time & Expense Tracking
In your First 90 Days:
- Continue shadowing implementations and working through your defined training plan
- Using recorded resources and a demo database, become proficient in Unanet Financials
- Lead all or some portions of real-world client implementations
- Achieve 15% billable utilization target
Who You Are
- 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
- Familiarity with AI-enhanced productivity tools (e.g., ChatGPT, Unanet analytics automation, dashboarding accelerators) preferred
Your Differentiators
- 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
Our Values
- We are a Team. Employees, customers, and partners working together.
- We are Customer-Focused. Customers are the heart of everything we do.
- We are Driven. Seeking exceptional outcomes.
- We Own our Success. Every employee has a stake in our company.
- We do the right thing and have fun in the process.
The salary range for this opportunity is $100,000 - $115,000 per year. You will be eligible for employee equity as well as discretionary bonus compensation, subject to plans that may be in effect from time to time. You will further be eligible to participate in Unanet's employee benefits plans and programs. For more details on Unanet's benefits offerings, please visit https://unanet.com/employee-benefits.
Unanet is proud to be an Equal Opportunity Employer. Applicants will be considered for positions without regard to race, religion, sex, national origin, age, disability, veteran status or any other consideration made unlawful by applicable federal, state or local laws.
