Senior Professional Services Representative

Application Consultant – Business Plus

The Application Consultant – Business Plus is responsible for implementing, configuring, training, and supporting the Business Plus ERP system, with a primary focus on Finance, Procurement or related modules. This role partners with clients to translate business requirements into system configurations, ensuring successful deployment and long-term system optimization.

The consultant serves as a functional expert, working closely with clients, project managers, and technical teams to deliver high-quality solutions that align with business needs and compliance requirements.

Key Responsibilities

• Implementation & Configuration
• Lead or support implementation of Business Plus modules (Finance, Procurement, and related modules.)
• Configure system settings, tables, and business rules based on client requirements
• Translate functional requirements into system configuration and design specifications
• Support data conversion activities, including validation and reconciliation assistance
• Client Engagement
• Facilitate discovery sessions, workshops, and requirement-gathering meetings
• Provide expert guidance on best practices and system capabilities
• Act as a trusted advisor to clients throughout implementation and post-go-live
• Manage client expectations and communicate progress, risks, and issues
• Testing & Validation
• Develop and execute test plans, including unit, system, and UAT support
• Troubleshoot functional issues and collaborate with technical teams for resolution
• Ensure system configurations meet business and compliance requirements
• Training & Documentation
• Develop training materials and deliver end-user and administrator training
• Create and maintain clear documentation, including process flows and configuration guides
• Support knowledge transfer to clients and internal teams
• Post-Go-Live Support
• Provide go-live support and stabilization assistance
• Assist with issue resolution, enhancements, and optimization requests
• Support ongoing client adoption and system improvements

Required Qualifications

• Bachelor's degree in Business, Information Systems, Finance, or related field (or equivalent experience)
• 3–7+ years of experience implementing or supporting ERP systems
• Hands-on experience with Business Plus (preferred) or similar ERP platforms
• Strong functional knowledge in at least one area:
  Finance (GL, AP, AR, Budgeting)
• Experience with data conversion, testing, and system configuration
• Strong analytical, problem-solving, and troubleshooting skills

Preferred Qualifications

• Experience working with public sector or K-12 clients
• Familiarity with payroll compliance requirements (multi-state preferred)
• Knowledge of reporting tools and queries within Business Plus
• Exposure to integrations, interfaces, or data migration tools
• Project implementation experience in a consulting environment

Key Competencies

• Excellent communication and client-facing skills
• Ability to translate technical concepts into business-friendly language
• Strong organization and time management skills across multiple projects
• Detail-oriented with a focus on accuracy and quality
• Proactive risk identification and issue resolution

Work Environment

• Plano, TX location preferred. Remote with potential travel for client engagements
• Fast-paced, project-driven consulting environment
• Collaboration with cross-functional teams including technical, project management, and client stakeholders

Success Measures

• Successful delivery of project milestones on time and within scope
• High client satisfaction and strong stakeholder relationships
• Accuracy and quality of system configurations and deliverables
• Effective issue resolution and post-go-live support

• Minimum of 5+ years of relevant and related work experience.
• Bachelor's degree or equivalent, or equivalent years of relevant work experience.
• Travel occasionally, up to 25-30%, for key moments such as team summits, training, customer meetings, company events, etc., with increased frequency during peak periods based on business demands.
• Additional experience may be substitute for an advanced Degree.

• Experience supporting or implementing ERP solutions, preferably within finance or business operations.
• Background in K-12 school district finance, accounting, budgeting, or related business functions.
• Proven ability to deliver training, guidance, and best practices in a customer-facing consulting role.
• Familiarity with public sector, government, or education finance operations.