Pittsburgh

WorkBook Software is hiring an ERP & Finance Consultant

As an ERP & Finance Consultant, you will guide clients through the full lifecycle of system implementation, ensuring successful adoption of the software within defined timelines, scope, and budget. Your role centers on understanding client needs, shaping project goals, and managing execution with precision.

Key Responsibilities

  • Lead end-to-end planning and rollout of client projects, from initiation to go-live and support phases
  • Define project scope, objectives, and deliverables in collaboration with client stakeholders
  • Design and manage comprehensive implementation plans, overseeing progress and accountability
  • Monitor milestones, track deliverables, and maintain clear communication with client leads
  • Analyze and align client business processes with system capabilities, recommending improvements where needed
  • Deliver training, best practices, and technical guidance to ensure smooth user adoption
  • Identify issues early, drive resolution, and escalate appropriately when necessary
  • Translate client requests into clear, actionable specifications for development teams
  • Provide ongoing project oversight and industry-specific insights across the implementation lifecycle

Qualifications

  • Strong interpersonal and client service abilities with a confident, professional presence
  • Proven background in the advertising industry, with understanding of its financial workflows
  • Experience in project management, including planning, execution, and cross-team coordination
  • Hands-on knowledge of ERP or software implementation processes
  • Solid foundation in finance and accounting principles
  • Ability to lead complex implementations and direct technical activities in collaboration with distributed teams
Required Skills
Customer serviceProject ManagementAccounting
About company
WorkBook Software
WorkBook Software is a leading ERP software company that is headquartered in Copenhagen, Denmark with offices in the Americas, Vietnam, Australia and UK.Our ERP software boasts a fully integrated ERP system: Collaboration, CRM, pipeline and revenue forecasting, resources and project management, estimating, billing and a robust accounting module with multi company/currency and financial reporting.The majority of our clients come from Advertising, Digital and PR companies but Architects, Consulting Engineers and Management Consulting companies also enjoy the benefits of our software and services.We have an open and inspiring work environment, where the exchange of knowledge is a central part of our daily lives. We work across all departments with a focus on challenging each other through open and positive dialogue. Job Description: The ERP & Finance Implementation Consultant will plan, organize, lead and control implementation operations, play a key role in the development initiatives related to client requests and supervise technical items in close collaboration with global HQ in Denmark. We need a charismatic client-facing person with outstanding customer service skills that has proven experience working with our core advertising industry and can show project management skills, system implementation and finance + accounting skills. We are creative in the hiring process and we want the right passionate person and will give appropriate chance to the fitting candidate.Main areas of responsibility:* Lead the planning and implementation of WorkBook Software client projects * Facilitate the definition of project scope, goals and deliverables per client’s needs * Develop and supervise full scale project implementation plan using our system, track project deliverables and communicate with client key lead to deliver on-time and within scope and budget * Tightly review, propose and align integration of client business process * Provide excellent implementation journey, ongoing communications, technical support, deploy end-user training and best practices * Oversee timely issues identification, resolution and appropriate escalation * Take the lead on requests from clients and writing clean and elaborate briefs for the developers, after clearing the client’s needs 100% * Provide project management and industry expertise throughout entire project Qualifications: * 3+ years proven experience as a Project Manager and/or PMP Certification is REQUIRED * Experience with project management tools and agile methodologies * Top notch accounting & financial implementation experience * Experience with all aspect of business management to configure ERP based on each business modules: CRM, project management, resource planning, billing, accounting – method and revenue recognition, financial reporting and best practices guidance * 2+ years of experience with ERP or software applications PREFERRED * 1+ year of ERP implementation experience is PREFERRED * Relevant working experience is REQUIRED within industries such as: ad agencies, creative project management, engineering firm project management, operations, in-house marcomm * Excellent presentation and communications skills, ability to work as a team player * Ability to manage multiple projects and be able to adapt to changing priorities * Ability to effectively train clients and their end-users based on their reality * Collaborating with clients to capture business requirements (remote and in person) Additional Information: Location:The role is a full-time position and located in our Americas Headquarters: Pittsburgh, PAApplication:If this sounds like a perfect description of you, please send your CV and application. Please include your achievements in your application letter.
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Job Details
Category other
Posted 2 months ago

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