Consultant - Sage 100

Posted 4 Days Ago
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2 Locations
In-Office or Remote
Mid level
Consulting • Financial Services
The Role
Lead Sage 100 ERP implementations, upgrades, configuration, data migration, testing, training, go-live support, troubleshooting, and optimization. Advise clients on business-process improvements, customize accounting, inventory, manufacturing, and distribution modules, and provide solution roadmaps. Coordinate with technical teams, project managers, and vendors while supporting proposals and sales activities. The role requires client-facing communication, project management, documentation, occasional travel, and at least three years of related experience.
Summary Generated by Built In

#LI-CF2 #LI-Remote

Responsibilities

We are seeking an experienced and client-focused Enterprise Software Consultant specializing in Sage 100. In this role, you will lead and support the implementation, configuration, optimization, and ongoing support of Sage 100 ERP systems for our clients. You’ll collaborate closely with client teams to assess business needs, design effective solutions, and deliver high-quality projects that align with organizational goals.

Essential Functions and Primary Duties

  • Lead the end-to-end implementation and upgrade projects for Sage 100 ERP, including requirements gathering, system design, configuration, data migration, testing, training, and go-live support
  • Collaborate with clients to analyze business processes and identify opportunities to enhance efficiency and performance using Sage 100
  • Customize and configure Sage 100 modules (Accounting, Inventory, Manufacturing, Distribution, etc.) based on client needs
  • Provide ongoing support, troubleshooting, and maintenance of Sage 100 environments
  • Conduct user training and develop supporting documentation to ensure successful system adoption
  • Serve as a trusted advisor to clients, providing best practice recommendations and solution roadmaps
  • Coordinate with internal technical teams, project managers, and third-party vendors as required
  • Stay up to date with the latest Sage 100 features, updates, and industry trends to inform client recommendations
  • Contribute to proposal development and sales support as a subject matter expert when required
     

Preferred Qualifications

  • Bachelor’s degree in Accounting, Information Systems, Business, Computer Science, or related field preferred
  • 3+ years of hands-on experience implementing and supporting Sage 100 ERP
  • Strong understanding of business processes such as accounting, finance, inventory management, and distribution
  • Excellent client-facing, communication, and problem-solving skills
  • Proven ability to manage multiple projects and deadlines in a consulting environment
  • Experience with data migration, integration, and reporting tools within the Sage 100 ecosystem
  • Sage 100 certification(s) highly desirable
  • Ability to travel occasionally for client engagements
Qualifications

Minimum Qualifications

 

  • High School diploma or GED required; Bachelor's degree preferred

  • 3 years of experience in related field

  • Achieve professional certifications relative to area of expertise, must have and preserve required licenses 

  • Must be able to work in a team environment

  • Competence in presentation to effectively communicate information to diverse audience using visual aids, verbal delivery and engaging presentation techniques.

  • Proficient use of applicable technology

  • Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally

  • Must be able to travel based on client and business need

About Us

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Skills Required

  • High school diploma or GED
  • Bachelor’s degree in Accounting, Information Systems, Business, Computer Science, or a related field
  • 3 years of experience in a related field
  • 3+ years of hands-on experience implementing and supporting Sage 100 ERP
  • Professional certifications relative to the area of expertise and required licenses
  • Strong understanding of accounting, finance, inventory management, and distribution business processes
  • Client-facing communication, presentation, and problem-solving skills
  • Ability to work in a team environment
  • Ability to manage multiple projects and deadlines in a consulting environment
  • Experience with data migration, integration, and reporting tools within the Sage 100 ecosystem
  • Sage 100 certification
  • Proficiency using applicable technology
  • Ability to travel based on client and business needs
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The Company
HQ: Cleveland, OH
3,512 Employees

What We Do

Named one of the "Best & Brightest Places to Work for"​ in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits consulting, property and casualty insurance, retirement plan consulting, payroll, life insurance, HR consulting, and executive recruitment. As one of the nation’s largest brokers of employee benefits and property and casualty insurance, and one of the largest accounting and valuation companies in the United States, the Company’s services are provided through more than 100 Company offices in 33 states. CBIZ is associated with Mayer Hoffman McCann P.C. (MHM)*, a national, independent CPA firm. Through this association, we offer audit and attest services.

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