ERP Non-Profit Consultant

organization summary

About Sockeye

Sockeye was recently recognized with Sage's VAR Partner of Year award. We leverage technology and deep partnerships with our clients to improve business operations and finance outcomes. At Sockeye, we believe in a positive work-life balance, which promotes healthy lifestyles that allows our team members to grow both professionally and personally. We are seeking highly motivated team players with a passion for continuous improvement to join our growing team.

Sockeye’s workforce is 100% remote, with employees all over the US, and we value work/life balance, flexible schedules, and nurturing our company culture.

position summary

ERP Non-Profit Consultant

The ERP Non-Profit Consultant will focus on the not-for-profit industry, 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. Understanding each assigned client environment and strategic business goals will allow the ERP Non-Profit Consultant to provide solutions based on client requests and offer recommendations based on Sage Intacct’s quarterly release schedule. The ERP Non-Profit Consultant is a team player who also works well independently and has a passion for improving processes, learning new technologies, and helping others succeed.

Responsibilities of this role include the following:

Sockeye Team Member Expectations:

  • Works and Lives by Sockeye’s Core Values
  • Believe It's Possible
  • Live with Integrity
  • Empower to Succeed
  • See the Big Picture
  • Value Your Work
  • Challenge the Status Quo
  • Contributes to and support Sockeye's Mission & Objectives
  • Demonstrates Hunger - self-motivated, hardworking, seeks knowledge/growth
  • Demonstrates Humility - defines success collectively, shows confidence and lacks ego
  • Demonstrates People Smarts - interpersonal awareness, great listener, engaging
  • Proactive communication
  • Holds yourself accountable for deliverables and deadlines
  • Provided timely and meaningful feedback to all team members
  • Active participant in chats & discussions

Interpersonal Functions:

  • Provide prompt, concise, and friendly communications providing high quality service
  • Superior time management skills with ability to manage priorities independently and successfully multi-task across projects, customers, and internal activities
  • Approach all situations with curiosity and is not afraid to explore the unknown
  • Build positive and lasting relationships with Sockeye clients while developing an in-depth understanding of customers’ businesses.
  • Advocate for clients, team members, and the product
  • Work effectively independently and collaboratively in a team environment
  • Customer Focused with high customer satisfaction and successful customer adoption.
  • Exhibit professionalism always

Technical Functions:

  • Collaborate with teams and customers to implement ERP software using Sockeye's methodology, driving on-time, in-scope, and on-budget delivery.
  • Lead role on multiple simultaneous projects. (2-4)
  • Manage workload on multiple projects simultaneously.
  • Conduct requirements definition discussions.
  • Design solutions.
  • Configure software.
  • Perform unit and integration testing
  • Conduct training for customer end-users at all levels of the customer’s organization and relate system functionality to customer business requirements.
  • Analyze complex business processes and interpret customer requirements into deliverable solutions (i.e. cost allocations, union payrolls, equity distributions, consolidations, etc.)
  • Perform gap analysis between system functionality and client requirements.
  • Demonstrate expertise with financial and accounting functions
  • Manage complex migration projects from beginning to end
  • Utilize and regularly contribute to team knowledge repository for best practices and lessons learned in form of knowledge base article (2 annual contributions)
  • Encourage continuous improvement in the areas of reporting/dashboarding and automation for clients to improve their system functionality
  • Effectively document customer business requirements into configurable software solutions and business management processes utilizing Sockeye’s best practices
  • Monitor and respond to customer technical issues
  • Ability to easily identify outliers in reviewing financial data
  • Build industry-specific key performance indicators, reports, and dashboards
  • Identify risks and monitor through necessary escalation channels
  • Any additional assignments as requested by management.


  • Bachelor’s degree or greater in related field or equivalent work experience
  • 1-2 years’ experience in consulting or auditing strongly preferred
  • Sage Intacct Implementation certification strongly preferred
  • Sage Intacct Accounting Specialist certification strongly preferred

physical demands:

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


  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Retirement Plan
  • Paid Time Off
  • Work/life Balance

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