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Top Consulting Jobs in New York City, NY
Enterprise Web • Fintech • Marketing Tech • Software
Lead CRM implementation and advisory engagements for AEC organizations. Responsibilities include discovery, process analysis, solution design, requirements definition, configuration guidance, data migration, integrations, project planning, stakeholder management, training, adoption, and value realization. The role manages concurrent engagements, advises executive stakeholders, coordinates cross-functional delivery teams, and supports scope, risk, budget, timeline, and customer escalation management.
Top Skills:
AnalyticsCRMDashboardsData MigrationErpIntegrationsReportingUnanet CrmWorkflows
Enterprise Web • Fintech • Marketing Tech • Software
Implements, configures, tests, documents, maintains, and troubleshoots customer integrations using Unanet Connect, Workato, REST APIs, and established delivery patterns. Gathers requirements, documents data flows and mappings, resolves routine data-exchange issues, supports legacy integrations, and coordinates across customers, project managers, architects, product teams, and technical services. Manages tasks across multiple projects, communicates risks and dependencies, maintains technical documentation and test evidence, and contributes to Professional Services delivery improvements.
Top Skills:
FedrampIpaasRest ApisUnanet ConnectWorkato
Enterprise Web • Fintech • Marketing Tech • Software
Leads Unanet AIM implementations and Flowtrac transition engagements, including discovery, process mapping, ERP configuration, data migration, integrations, testing, customer training, and go-live readiness. The consultant manages multiple workstreams, coordinates with internal teams, documents risks and decisions, supports operational and accounting workflows, and helps customers adopt new systems while maintaining project schedules, budgets, and implementation standards.
Top Skills:
APIsData MigrationErp SystemsFlowtracExcelSystems IntegrationUnanet Aim
Enterprise Web • Fintech • Marketing Tech • Software
Leads B2B CRM implementations from discovery through adoption. Translates client goals into project plans, manages scope, budgets, timelines, risks, and delivery teams, configures Unanet CRM, coordinates data migration and integration, provides demonstrations and training, monitors professional services outcomes, and resolves escalations. Requires strong project management, client communication, and organizational skills, with travel up to 25% annually.
Top Skills:
CRMData IntegrationData MigrationUnanet
Enterprise Web • Fintech • Marketing Tech • Software
Lead AI-driven business transformation for architecture and engineering customers using Champ for ERP. Identify high-value workflows, redesign processes, facilitate discovery and executive sessions, launch AI-enabled use cases, drive adoption and behavior change, define success metrics, and guide measurable value realization. Collaborate with Customer Success, Professional Services, Product, Support, and Sales to improve onboarding, create reusable playbooks, and support expansion.
Top Skills:
AIAutomationCopilotsErpNatural-Language Workflow Tools
Enterprise Web • Fintech • Marketing Tech • Software
Lead and deliver Unanet ERP implementations and short-duration consulting engagements for government contracting customers. Gather requirements, configure systems, load data, support month-end close and reconciliations, train users, and drive adoption. Manage scope, timelines, risks, dependencies, and multiple concurrent customer projects while partnering with project managers and internal teams. Contribute to implementation methodology improvements and maintain expertise in Unanet functionality.
Top Skills:
DeltekMicrosoft DynamicsExcelUnanet Erp
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