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Acumatica ERP Upgrade Coordinator (Remote)

Posted 10 days agoViewed

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💎 Seniority level: Junior, One or more years

📍 Location: United States, Canada

🏢 Company: NexTec Group

⏳ Experience: One or more years

🪄 Skills: Project ManagementProject CoordinationResource PlanningCommunication SkillsCustomer serviceAccount ManagementCustomer Success

Requirements:
  • Four-year degree in Business, Accounting, MIS, or equivalent experience preferred.
  • The ability to build relationships at multiple levels with clients and internal teams.
  • A quick thinker and a creative problem solver.
  • One or more years of ERP experience in delivery, project coordination, and/or resource management required.
  • Acumatica experience preferred.
  • Detail oriented, strong analytical, numerical, planning, and reasoning abilities.
  • Strong collaboration skills.
  • Excellent written, oral, and interpersonal communication skills.
  • Strong presentation skills.
  • Entrepreneurial attitude, including being self-motivated and self-directed.
  • Flexibility with task assignments, priorities, and work environment.
  • Open minded with a desire to learn.
  • The ability to work independently and on a team.
Responsibilities:
  • Monitor incoming existing customer requests and determine the path of action, involving Professional Services Managers and Customer Account Managers where appropriate.
  • Manage and coordinate all customer upgrade activities and smaller projects and provide project management including:
  • Build project/engagement plans, as necessary, including assigning resources.
  • Organize, lead, and monitor the activities of the assigned consultant team and customers on projects and work orders.
  • Maintain regular contact with the customer and NexTec team, providing the status of engagement progress.
  • Maintain approximately 50 percent billable utilization through project management.
  • Assist with the estimation and creation of work orders as they relate to existing customer requests, collaborating with the appropriate teams and functions (i.e. Professional Services Managers, Development, etc.).
  • Assist with the overall customer relationship as it relates to professional services.
  • Works closely with the Professional Services Team to ensure solution delivery and that consulting engagements achieve expected results, while driving customer satisfaction.
  • Maintenance of work orders in SmartSheets.
  • Ensure Professional Services Managers are updated and informed as it relates to their customers, including facilitating engagement when appropriate.
  • Other duties and initiatives as assigned.
  • Assign consulting staff to projects and customer engagements based on their skills, availability, and experience.
  • Monitor consulting staff utilization, workload, and availability.
  • Ensure assignments and tasks are accurately reflected in project and billing systems.
  • Mitigate resourcing concerns by reallocating resources, adjusting goals, or assigning additional staff.
  • Collaborate on resource management with internal Acumatica departments and key stakeholders.
  • Inventory and maintain consulting staff skills and experience to appropriately match customer needs.
  • Refine and document processes related to resource management and communicate with appropriate parties.
  • Ensure project plans are up to date and identify issues such as employee overutilization, uneven workload, etc.
  • Assist Project Managers by reallocating resources, adjusting goals or requirements, or assigning new people to the team.
  • Support Professional Services Managers and leadership with capacity planning and the determination of hiring needs.
  • Other duties and initiatives as assigned.
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