Related skills
integrations crm salesforce power bi erpπ Description
- Lead end-to-end Unanet ERP and CRM implementations
- Guide clients and teams through complex deployments
- Architect and customize Unanet workflows, dashboards, and automations
- Manage data migration, integrations, and system testing
- Mentor CAAS team members and Unanet implementers
- Deliver training, documentation, and change-management support
π― Requirements
- Certified Unanet Implementor
- 5+ years Unanet implementation/administration experience with leadership on complex projects
- Architect Unanet solutions across ERP, CRM, time & expense, project accounting
- Experience integrating Unanet with Salesforce, QuickBooks, Power BI
- Bachelor's degree in IT, Accounting, or Finance (preferred)
- Strong understanding of project-based accounting, revenue recognition, and workflows
π Benefits
- Training, mentoring, and career development
- Growth mindset with diverse client opportunities
- Inclusive firm culture and collaboration
- Flexible, entrepreneurial work environment
- Recognized as Best Firm to Work For
- Exposure to nationwide and global clients
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