Careers > Open Positions > Enterprise Resource Planning Consultant

Enterprise Resource Planning Consultant

Pewaukee, WI


This position is responsible for providing business consulting, implementation, and support service activities focused around Dynamics GP and related third party products to Heartland’s clients.  This requires a strong understanding of bookkeeping/accounting, significant computer/technology understanding and some diverse industry business process experience.

Essential Functions

  • Facilitate client process improvement including providing business requirements analysis, process mapping, and software configuration.
  • Train and support users of Microsoft Dynamics GP 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.
  • Solve problems by gathering information, analyzing, prioritizing and evaluating options, and making appropriate recommendations.
  • Apply proper accounting standards in planning and design decisions made relating to GP 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.
  • Participate in and/or lead presales discovery and presentations (demonstrations). 
  • Expand the knowledge and skills needed to provide effective project management.
  • 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.

Position Qualifications

  • Accountability: Accountability looks at the extent to which an individual is willing to accept responsibility
  • Active Listening: Active listening looks at the extent to which an individual actively attends to, conveys, and understands the comments and questions of others.
  • Customer Oriented: Customer orientation implies a desire to serve both external and internal clients by focusing effort on meeting the client’s needs, understanding their concerns, and seeking to build trust.
  • Conceptual Thinking: Conceptual thinking is the ability to understand a situation or problem by identifying patterns or connections between ideas or situations that are not obviously related; to recognize and organize the parts of an issue in a systematic way; and to frame new ideas and courses of action
  • Decision Making: Decision making skills look at the ability of the individual to select an effective course of action while controlling resources and expenditures.
  • Goal Oriented: Goal orientation looks at the ability of the individual to act to ensure that they and others stay focused on the task objective and perform in accordance with clear expectations and goals
  • Problem Solving: Problem solving skills looks at the ability of the individual to recognize courses of action which can be taken to handle problems or potential problems, and applying contingency plans to solve those problems.
  • Project Management: Project management skills looks at the ability of the individual to demonstrate an understanding of planning, organizing, staffing, directing, and controlling work tasks
  • Reliability: Reliability looks at the ability of the individual to be dependable and trustworthy

Skills & Abilities

Required Experience:
  • 4+ years of previous experience providing business consulting services. 
  • 2+ years of project (implementation) management experience.
  • Bachelor's Degree:
    • Required Field of Study: Accounting, Business or Operations Management, or Management Information Systems
  • Advanced MS Office skills (Ex: Word templates, Excel Pivot tables, SQL queries).
  • Solid understanding of financial reporting concepts and standard bookkeeping procedures
Preferred Experience:
  • 4+ Years of previous experience working with Dynamics GP.
  • ERP implementation experience.
  • Microsoft Transact SQL query or other business intelligence tool experience
  • Master’s Degree in relevant field of study.
  • CPA and/or other relevant professional organization certifications.
Equal Opportunity Employer - Disabled/Vets