The Role
Provide NetSuite consulting for accounting and finance clients, including requirements gathering, business process mapping, solution design, configuration, data migration, testing, training, change management, and go-live support. Lead client-facing engagements, manage scope and expectations, document processes, coordinate teams, support sales demonstrations, and develop AI-enabled client solutions. The role is fully remote and based in the Philippines.
Summary Generated by Built In
From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.
Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.
By joining our rapidly growing NetSuite practice you will serve as a trusted partner to our clients. You'll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored integrated solutions that help our clients solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.
What You'll Do
- Provide NetSuite consulting expertise using industry experience, business analysis, best practices and a pragmatic mindset to facilitate even the most complex client requirements
- Conduct business process mapping and requirements gathering sessions, both on-site and remote, with new and existing customers to determine configuration requirements
- Assist with leading consulting engagements including but not limited to high level process analysis, process recommendations, and transactional flow analysis
- Evaluate, troubleshoot and resolve customer requests — identify out-of-scope requests, present solutions, and set customer expectations
- Perform or delegate data migration services including data cleansing, file manipulation, file mapping and other project-related data tasks
- Deliver training and provide consulting services, both onsite and web-based, to our clients
- Attend initial Business Requirements Documentation and lead specific process area
- Maintain process diagrams, documents, and leading practices for NetSuite configuration
- Work with customers to define user-acceptance-testing scenarios and ensure they are completing their testing through the implementation process
- Guide customers through change management with polite and positive interactions
- Achieve master level competency in the NetSuite core product
- Assist sales team with product demonstrations for prospects
- Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
- Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
What You'll Bring
- 3–5+ years of professional services experience with a minimum of 2 years in business process analysis and solution design with emphasis on Accounting and Finance
- Experience leading and/or participating in 5–10 multi-phased NetSuite ERP implementations or service engagements, including planning, delegation, status updates, functional and technical work, process flow discovery, design and mapping, training, testing, go-live support and project management
- Performed project or team coordination including meeting scheduling and preparation
- Experience in capturing critical meeting information, documentation organization and recap
- Experience in effectively managing multiple schedules and tasks (calendar and task list management) and related expectations with teammates
- Responsive to internal and external clients, able to provide a quick response time and ability to handle a dynamic environment that often requires multi-tasking
- Experience in leading client-facing engagements, unsupervised, where there is value delivered to the client
- Experience in working within the framework of a scope of work
- Ability to develop and maintain team and client relationships
- Must be based in the Philippines; this is a fully remote role
- Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
- Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
Qualifications
- CPA qualification preferred, or actively working towards CPA designation
- NetSuite Suite Foundation, Administrator or ERP Consultant Certification or equivalent experience preferred
- Proficient in Excel, Word, PowerPoint, Outlook
- Advanced experience in Google Drive/Docs/Sheets/Slides
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Benefits Summary
The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/.
Equal Employment Opportunity (EEO)
CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.
As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.
Skills Required
- 3-5+ years of professional services experience
- At least 2 years of business process analysis and solution design experience, emphasizing accounting and finance
- Experience leading or participating in 5-10 multi-phased NetSuite ERP implementations or service engagements
- Experience with implementation planning, delegation, status updates, functional and technical work, process discovery, design and mapping, training, testing, go-live support, and project management
- Experience with project or team coordination, including meeting scheduling and preparation
- Experience capturing critical meeting information, organizing documentation, and preparing recaps
- Experience managing multiple schedules and tasks and related expectations
- Ability to respond quickly and manage a dynamic, multitasking environment
- Experience leading unsupervised, client-facing engagements that deliver value
- Experience working within a scope of work
- Ability to develop and maintain team and client relationships
- Must be based in the Philippines
- Comfort responsibly exploring and adopting firm-approved AI tools
- Openness to learning and applying emerging technologies, including AI and automation
- CPA qualification or active progress toward CPA designation
- NetSuite SuiteFoundation, Administrator, or ERP Consultant Certification, or equivalent experience
- Proficiency in Excel, Word, PowerPoint, and Outlook
- Advanced experience with Google Drive, Docs, Sheets, and Slides
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The Company
What We Do
CrossCountry Consulting is a trusted business advisory firm that provides customized finance, accounting, human capital management, risk, operations and technology consulting services to leading organizations facing complex change. We partner with our clients to help them navigate pressing business challenges and achieve goals related to improving operations, minimizing risks and enabling future growth.
