Related skills
integrations crm salesforce power bi erp📋 Description
- Lead full lifecycle Unanet ERP/CRM implementations from scoping to deployment and optimization.
- Serve as senior Unanet advisor to clients, guiding design, processes, and long-term scalability.
- Architect advanced Unanet workflows, dashboards, automations, and reporting.
- Oversee data migration, integrations, and system testing for accuracy and adoption.
- Provide leadership and mentorship to Unanet implementers and CAAS team.
- Deliver training, documentation, and change-management support.
🎯 Requirements
- Certified Unanet Implementor (required).
- 5+ years of Unanet implementation/admin experience with leadership on complex projects.
- Ability to architect Unanet solutions across ERP, CRM, time & expense, project accounting, and resource planning.
- Experience integrating Unanet with Salesforce, QuickBooks, Power BI, or middleware tools.
- Bachelor’s degree in IT, Accounting, Finance, or related field (preferred).
- Strong communication skills and ability to lead client conversations and manage expectations.
🎁 Benefits
- Training, mentoring, and professional development opportunities.
- Inclusion-focused firm culture and focus on relationships.
- Opportunities to lead engagements and expand Unanet services.
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