Implementation Specialist (Accounting & ERP)
1 мес. назад
75k–90k USD / yearCanadaWorldwideOnsite
accounting softwareerpworkflow mappingclient onboardingtraining
Lead customer onboarding and implementation for integrating accounting software and ERP systems with platform.
О компании
- To advance the adoption of technology in the construction industry and bring better efficiency, visibility, and communication to our customers.
Обязанности
- At , we’re reshaping how electrical contractors and distributors connect, purchase, and operate. We are hiring an Implementation Consultant (Accounting & ERP Specialist) to act as a knowledgeable guide for our customers as they connect their core accounting software and ERPs to the platform.
- In this role, your primary focus is onboarding new clients by walking through their day-to-day accounting processes and confidently mapping those workflows to and from . Because our team supports the customer through their entire lifecycle, you will lead the initial implementation and training, while also staying involved post-go-live to answer ongoing support cases, hop on training calls, and help existing clients connect to their accounting systems.
Требования
- Accounting Foundation: A strong, practical understanding of everyday corporate accounting processes (General Ledger, Accounts Payable, Accounts Receivable). An accounting degree, minor, or equivalent professional accounting/bookkeeping experience is required.
- ERP Familiarity: Experience using mid-market financial or ERP systems. Familiarity with construction-specific accounting platforms (such as Sage 100/300 CRE, Foundation, or Trimble Viewpoint) is a major asset.
- Workflow Confidence: Comfortable sitting down with a customer, understanding how they run their back office, and clearly explaining how to translate those real-world processes into clean software workflows.
- Customer-Centric Multi-Tasker: A helpful, structured communicator who is equally comfortable driving a new customer’s onboarding timeline or digging into a support case to help a live customer solve a workflow issue.
Условия
- At , you’ll work on a complex, high-value product that’s solving critical pain points for contractors across North America. You’ll be part of a small, talented team shaping the future of construction technology—operating in a vertical SaaS + marketplace model with ERP-style sales motion, sticky customer relationships, and the potential to reshape an industry.
- We offer full benefits including Medical, Dental, Vision, STD and Life insurance (100% Company-paid for the Employee). We also offer a 401(k) with company match and bonus potential.
Другое
- Live Workflow Alignment: Work directly with client accounting teams and controllers to understand their current processes and confidently map their purchasing, invoicing, and accounts payable workflows to and from .
- ERP Data Mapping: Help clients map core financial data fields—such as general ledger (GL) accounts, cost codes, and vendor files - between and their native accounting systems (like Sage, Foundation, or Trimble).
- System Setup & Launch: Guide clients through the step-by-step configuration of the platform, ensuring their account is set up accurately for their specific accounting requirements.
- Post-Go-Live Care: Serve as a reliable resource for live customers by answering ongoing support cases and troubleshooting data errors when financial syncs or updates run into issues.
- Client Enablement & Training: Lead interactive training sessions and workshops to help customer accounting teams confidently adopt the platform and master features like AP automation.
- Accounting Software Transitions: Guide existing customers through updates or changes when they transition to new accounting software packages, ensuring their workflows are successfully re-aligned.
- is a Series A–funded SaaS company revolutionizing how contractors work. Founded by an engineer to solve the inefficiencies he faced in the field; our platform eliminates procurement and operational friction for the construction industry—especially electrical contractors.
- Our award-winning, SOC 2 Type II–certified B2B marketplace has processed billions in material purchases, connecting contractors, suppliers, and accounting systems in one seamless workflow. From procurement to AP automation, we deliver real-time visibility and control in a market long overdue for innovation.
- Backed by Insight Partners, we’re scaling fast—fueling product innovation, deep ERP integrations, and rapid go-to-market growth. Join our builder-led, high-ownership team and make a real impact in an underserved, multi-billion-dollar industry.
- • Full-Time
- • Benefits: Standard Package
- • Competitive PTO
- Please be aware of potential phishing scams . will never advance job applicants money or ask them to send money (via Venmo, Zelle, Paypal etc.) to preferred vendors. If you are concerned about the application process, please contact directly at (216)770-3322.
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