Acumatica · 22 hours ago
ERP Functional Consultant
Acumatica is a leading innovator in cloud ERP solutions, dedicated to helping small and midsized companies thrive. The Functional Consultant will act as a business process expert, translating customer needs into tailored Acumatica solutions while overseeing the full lifecycle of customizations from requirements gathering to post-implementation support.
Cloud ComputingCRMDeveloper ToolsEnterprise SoftwareSaaSSoftware
Responsibilities
ERP Functional Analysis
+ Work with customers to understand current business processes across all Acumatica modules
+ Analyze and map customer processes to standard Acumatica functionality and best practices
+ Identify process gaps, risks, and opportunities for optimization within Acumatica
+ Apply standard ERP logic to propose best-practice solutions and process improvements
+ Leverage knowledge from previous implementations to solve new business cases efficiently
+ Prepare and deliver user training, reference guides, and process documentation on custom solutions
+ Troubleshoot functional issues, perform root-cause analysis, and propose corrective actions
Requirements Gathering & Documentation
+ Conduct workshops and interviews with business users to gather requirements for new features and customizations
+ Document functional requirements, use cases, and process flows clearly and comprehensively
+ Create functional requirement documents for integrations, reports, and customizations to guide technical teams
Solution Design & Configuration
Design custom Acumatica-based solutions that address customer requirements that may use:
+ Out-of-the-box features and configuration
+ Custom solutions designed specifically for Customer’s requirements
+ Generic Inquiries, reports, and dashboards
+ Business events and automation
+ Financial reporting tools
+ Import/export scenarios
+ Collaborate with technical teams to design and validate customizations (screens, logic, integrations)
+ Collaborate with Product Managers to share custom requirements to understand whether features can be included in the product
Reporting, Inquiries & Automation
Gather requirements, build and maintain:
Reports and Generic Inquiries for analysis, reporting, and integrations
Operational and financial reports (including ARM/financial statements)
Business events, notifications, and approval workflows
Ensure reporting and automation align with customer KPIs and compliance requirements
Integration & Technical Collaboration
Work with APIs and integration tools to support data exchange between Acumatica and external systems
Define and validate data mapping for integrations and import/export scenarios
Communicate effectively with developers using technical terminology (DACs, endpoints, REST APIs, JSON/XML, etc.)
Qualification
Required
Bachelor's degree in Information Technology, Business Technology, Accounting or a related field of study
Experience with ERP/ software in a SaaS environment
Minimum of 3+ years of experience as a Functional Consultant handling at least 5 – 8 customization projects
Experience in gathering and documenting Customization requirements, any functional specification that can be provided, will be a plus
Experience with working with APIs
Knowledge of reporting tools including financial reporting
Understanding of common industry standard business practices as related to Accounting (Accounts Receivable, Accounts Payable, General Ledger, Invoicing), Sales Management (Opportunity, Proposal, Sales Orders, Forecasting, territory management and Quotas), Inventory Management, Purchasing and Fulfillment
Understanding of any other vertical industry (Manufacturing, Construction, Field Services) will be a plus
Strong organizational and time management skills and the ability to balance a large group of diverse projects simultaneously with excellent attention to detail
Ability to resolve complex problems positively and professionally
Excellent interpersonal, decision-making, and analytical abilities
Experience with Microsoft SQL Basic understanding of relational database concepts
Ability to take direction, as well as work autonomously
Attend internal team meetings, participate in knowledge sharing, mentoring, and Q&A
Benefits
Annual bonus
Stock
Healthcare benefits (medical, dental and vision insurance for you and your dependents)
Employer paid Short-term/Long-term Disability and Basic life insurance
401(k) plan and company match
PTO
Company
Acumatica
Acumatica is a cloud ERP system that offers business management solutions for companies.
Funding
Current Stage
Late StageTotal Funding
$48.3MKey Investors
Accel-KKRMYOBVisma
2025-05-29Acquired
2018-06-18Series C· $25M
2014-10-21Series Unknown· $13.3M
Recent News
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