ERP Business Consultant

organization summary

About Sockeye

Sockeye is a Sage Intacct Premier Partner and Microsoft Gold Certified Partner. We specialize in implementing ERP, CRM, and data management platforms with expert knowledge in business intelligence, software integrations, software implementation, data migration, application modernization, project management, and business analysis.

Sockeye provides business solutions focused on streamlining organizational processes, enhancing quality of service, informing strategic decisions, meeting regulatory requirements, and improving profits. Sockeye specializes in design, development, deployment, and support of software systems to solve unique business challenges with a focus on long-term partnerships with their clients.

position summary

ERP Business Consultant

The ERP Business Consultant will focus on numerous companies in a variety of industries, learning how these businesses function from operations to key management reporting. This position will include delivering software solutions for implementing and supporting projects with high customer satisfaction and successful customer adoption.

The ERP Business Consultant works well independently or on a team and believes in delivering exceptional solutions to clients across a wide range of industries. This candidate will be expected to communicate effectively, openly, and in a timely manner with team members, management, and clients.

Essential Functions:

  • Demonstrated expertise with financial and accounting functions
  • Perform gap analysis between system functionality and client requirements
  • Understands how to follow U.S. GAAP while being compliant with both SEC and FASB guidelines
  • Work with project managers and customers simultaneously to successfully implement ERP software following Sockeye’s prescriptive implementation methodology resulting in in-scope/on-budget/on-time delivery, high customer satisfaction, and successful customer adoption
  • Encourage continuous improvement in the areas of finance, costing, and general ledger
  • Assist project team with all aspects of the implementation process which includes collaborative consultation with the client, requirements definition, solution design, configuration, unit and integration testing, training, data cleansing, and data migration
  • Develop knowledge of ERP software including expertise implementing, as well as staying current with the latest product features and enhancements
  • Monitor and respond to customer financial technical and support issues related to the system implementation and ongoing use of the ERP system
  • Build positive and lasting relationships with Sockeye clients while development an understanding of customers’ businesses
  • Conduct training for customer end-users at all levels of the customers organization and relate system functionality to customer business requirement
  • Effective documentation of customer business requirements into configurable software solutions and business management processes utilizing Sockeye’s practices and visual process flowcharts
  • Strong consulting, communication, and leadership skills managing expectations and delivering high quality solutions on-time within scope and budget
  • Build industry specific key performance indicators, reports, and dashboards
  • Prompt, concise, and friendly communications providing high quality service and leadership to align with customer goals and request
  • Utilize knowledge repository of deployment best practices and contribute lessons learned
  • Regular research and documentation of the Sage Intacct system including both new and existing functionality

Job Specifications:

  • Strong business analytics skills solving complex problems and interpreting customer requirements into deliverable solutions
  • Ability to successfully multi-task across projects, customers, and internal activities
  • Self-motivated with excellent organization, communication, collaboration, and presentation skills
  • Highly enthusiastic, proactive, positive-minded, customer focused, and service-oriented
  • Maintain high level of customer satisfaction
  • Achieve and maintain product certifications
  • Ability to work both independently and collaboratively in a team environment
  • Advanced proficiency with Excel (pivot tables, vlookups, macros, etc.) is preferred for efficient data mapping, integration, and migration of customer data
  • Learns technology and applications quickly
  • Ability to quickly adapt to changing situations
  • Ability to meet deadlines
  • Exhibits professionalism at all times
  • Requires minimal, occasional travel
  • Completes any additional assignments as requested by management

Physical Demands:

  • Endure various physical movements throughout the work areas
  • Must be able to sit, type, answer phones, write correspondence and other


  • Bachelor’s degree or greater in Accounting, Business Management, Computer Science or MIS related field
  • CPA, CMA, PMP certification and accounting degree preferred, or knowledge of finance and accounting including basic accounting processes/principles
  • 1-2 years of experience consulting and implementing ERP/Financial applications or other SaaS solutions
  • Knowledge of Sage Intacct is a plus

interested in joining sockeye's team?

Sockeye is an Equal Opportunity Employer

Sockeye is a business software consulting company that focuses on implementing, customizing, and supporting Microsoft’s Dynamics line of business software applications and Sage Intacct Financial Management Solutions. 

Our collective skill set is diverse with extensive experience in business analysis, systems design, application development/customization, training and documentation, platform integration, implementation, administrative/end user support and more.

Sockeye Team at Office