The Role
Plan and manage full Acumatica Cloud ERP implementations as a functional consultant: analyze requirements, configure Financials and Manufacturing (mandatory), perform data migrations, run training, testing, and go‑live support, provide ongoing functional support, maintain project documentation, and obtain required publisher certifications.
Summary Generated by Built In
Crestwood Associates was founded in 1998 and has been a leading provider in accounting and business management solutions for 25+ years. We’re a trusted advisor transforming businesses through software and processes such as Enterprise Resource Planning (ERP), eCommerce, and Cloud-based solutions for mid-sized businesses.
Values we live by: Work Smart. Have Fun. Deliver Results.
Summary: Crestwood Acumatica Implementation Consultants are collaborative, highly organized, detailed, and efficient individuals. They plan and manage all aspects of Acumatica Cloud ERP implementations, acting as a key advisor, product advocate, and a project implementation resource.
Key Responsibilities
1. KEY ADVISOR:
· Provide ongoing functional support to Acumatica clients in support of the Crestwood Support Team
· Work independently to accomplish implementation tasks and collaborate effectively with implementation team to meet the client’s business needs and expectations.
· Prioritize and plan individual calendar and schedules, coordinating client and Crestwood facing meetings/calls.
2. PROJECT IMPLEMENTATION RESOURCE:
· Serve as an Acumatica ERP systems analyst for the purpose of solution implementations and issue resolution
· Implement multiple suites of modules within the current Acumatica software solution with a strong working knowledge and experience in the appropriate business modules, this includes:
- Financials and Manufacturing (mandatory)
- Field Service
- Payroll
- Project
· Execute end to end project implementation involvement from client introductions, kick off, training, configuration workshops, data migrations, acceptance testing, go live preparations, and go live support
· Maintain weekly project documentation and time/expense entries for project management and invoice processing.
3. PRODUCT ADVOCATE:
· Obtain appropriate 3rd party certifications as deemed appropriate
· Become certified and expert on the assigned software systems assigned. This would include any software publisher required certifications that may be necessary to promote a publisher’s product.
· Update appropriate Crestwood crew members of system capabilities as they may be pre-released by the software publishers when available
· Continuously invest time to improve professional skills via books, seminars, training sessions, etc. as may be suggested by your manager or as you find on your own.
· Participate in team meetings and lunch and learn sessions by preparing and sharing publisher product releases and new feature sets, tips and tricks, support and bug resolution, and recent implementation walk throughs.
Skills, Knowledge and Expertise
· Bachelor's degree in computer science, technology, accounting, or related field
· 5+ years of Acumatica software experience
· 7+ years software implementation experience in various ERP software solutions
Benefits
- Medical Dental Vision and Teladoc
- Short and Long Disability and Life insurance
- Simple IRA with company match
- Flexible PTO policy
- Paid Holidays
- Career Enrichment Program
- Health and Wellness Program
- Charity Program
- Employee Recognition Program
About
Shield Technology Partners is a national IT Services platform formed through the collaboration between Thrive Holdings and ZBS Partners. By combining Thrive Holdings’ technological expertise with ZBS Partners’ proven approach to supporting founder-led businesses, Shield Technology Partners is dedicated to accelerating growth, innovation and long-term value creation for IT services companies across the country.
Skills Required
- Bachelor's degree in computer science, technology, accounting, or related field
- 5+ years of Acumatica software experience
- 7+ years software implementation experience (ERP)
- Strong working knowledge and experience with Acumatica Financials and Manufacturing modules
- Experience with Acumatica Field Service, Payroll, and Project modules
- Obtain and maintain Acumatica / publisher-required certifications and become a certified product expert
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The Company
What We Do
Shield Technology Partners is building a world-class network of high-performing IT service businesses across the country. We are dedicated to empowering local leaders by combining their unique cultures and brands with the strength of advanced technology and national-scale resources. Our mission is simple: amplify what you’ve already built, while preserving the autonomy and relationships that make your business thrive. Through a transparent, collaborative growth model, Shield Technology Partners offers a path for MSPs to scale without losing their identity. By integrating cutting-edge technology and shared expertise, we create unmatched opportunities for your team while delivering the best of local service and innovation to clients. Together, we’re paving the way for a bold future in IT services.
