Demo

ERP Consultant II

Heartland Business Systems, LLC
Little Chute, WI Full Time
POSTED ON 1/13/2025
AVAILABLE BEFORE 4/10/2025

Job Description

Job Description

Description : Position Summary :

This position is responsible for providing business consulting, implementation, and support service activities focused on Microsoft ERP solutions and related third party products to Heartland’s clients, leading and managing those implementations. This requires a strong understanding of accounting, significant computer / technology understanding and diverse industry business process experience. This position is also involved in presales / sales opportunities, overall brand-building and assisting in the success of the ERP Team.

Roles and Responsibilities / Essential Functions :

  • Address business problems by gathering information, analyzing, prioritizing and evaluating options, and then architecting integrated use of technologies to solve those problems.
  • Train and support users using Microsoft ERP Solutions and related tools. This will include both remote work and traveling onsite to clients. In addition, there are situations that require the team member to be onsite before 8 a.m. or after 5 p.m. with clients, including overnight stays.
  • Build and maintain strong, loyal, long term client relationships, managing implementations, guiding other consultants and fulfilling the role of being a trusted business advisor.
  • Apply proper accounting standards in planning and design decisions made relating to setup, process design flows, transactional testing and posting methodologies.
  • Develop general business and industry specific knowledge of innovative and “best practices” procedures and techniques in order to assist clients in identifying and solving problems.
  • Lead presales discovery and presentations (demonstrations); manage preparation and presentation of proposals
  • Develop the knowledge and skills required to identify client needs and related opportunities which can be addressed through services and products provided by Heartland Business Systems.
  • Create and maintain current vendor / industry specific certifications and stay current on new products and solutions by utilizing networks of resources.
  • Work in and always model a positive team atmosphere between regional and virtual practices while maintaining a professional and respectful demeanor.
  • Minimum of 1,250 hours billed per fiscal year. These charge hour requirements will be balanced against professional development and presales support.

Requirements : Competencies :

  • Active Listening – Ability to actively attend to, convey, and understand the comments and questions of others.
  • Adaptability – Ability to adapt to change in the workplace - Ability to accept responsibility and account for his / her actions.
  • Ambition - The drive to achieve personal advancement.
  • Assertiveness – Ability to act in a self-confident manner to facilitate completion of a work assignment or to defend a position or idea.
  • Conflict Resolution – Ability to deal with others in an antagonistic situation.
  • Customer Oriented - Ability to take care of the customers’ needs while following company policy.
  • Decision Making - Ability to make critical decisions while following company procedures.
  • Goal Oriented - Ability to focus on a goal and obtain a pre-determined result.
  • Honesty / Integrity – Ability to be truthful and be seen as credible in the workplace.
  • Innovative – Ability to look beyond the standard solutions.
  • Motivation - Ability to inspire oneself and others to reach a goal and perform to the best of their ability.
  • Presentation Skills - Ability to effectively present information publicly.
  • Relationship Building - Ability to effectively build relationships with customers and co-workers.
  • Required Experience :

  • 6 years of experience working with operational accounting, product distribution and fulfillment, warehouse management, manufacturing, or other related business processes.
  • 4 years of experience providing business consulting services, supporting business systems, or implementing accounting / ERP systems.
  • Preferred Experience :

  • 4 Years of previous experience working with ERP manufacturing modules
  • Experience working with Microsoft Dynamics 365 Business Central and related products.
  • Required Skills, Education and / or Certifications :

  • Bachelor's Degree in relevant field of study or equivalent work experience.
  • Advanced MS Office skills (Ex : Word templates, Excel Pivot tables, SQL queries).
  • Solid understanding of financial reporting concepts and standard bookkeeping procedures
  • Preferred Skills, Education and / or Certifications :

  • Master’s Degree in relevant field of study.
  • CPA and / or other relevant professional organization certifications.
  • Equal Opportunity Employer - Including Disabled and Veterans

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