JOB DETAILS

ERP Technical Consultant

CompanyPlatform Accounting Group
LocationGoleta
Work ModeOn Site
PostedMay 22, 2026
About The Company
Platform Accounting Group, est. 2015, is a nation-wide group of professional service firms created to preserve the dynamics of small firm culture while incorporating the technology and connectedness of the 21st century. We offer enterprise-grade resources, capabilities and support to local accounting and professional services teams, so they can focus their energy on personal, high-touch relationships with their clients - and thrive in an increasingly challenging environment. Our commitment to common-sense evolution and doing what’s right for the industry means we preserve what’s great about boutique and build on it. We bring a best-in-class client experience to tax, attest, outsourced accounting, ERP consulting services, and soon wealth management.
About the Role

Description

Due to continuing growth, our team is looking for an ERP Consultant to support our expanding customer base. The ideal candidate will hold a mixture of excellent communication skills, ERP experience, and business acumen. In this role, you will work directly with clients to define requirements, design, configure, train, implement, and support the solution. Through our collaborative environment and experienced team, you will have the opportunity to learn and grow quickly! Your ideas are welcomed here, enabling you to impact and contribute to both the organization and the success of our clients each day.


Who we are:

Platform Technology Advisors is the rapidly growing ERP/IT Solutions business of Platform Accounting Group, a professional services firm providing tax, accounting, assurance, IT consulting, and wealth management services to small and medium-sized businesses and their owners. We currently have 50+ offices in 14 States with much more growth on the horizon. We fully understand that every employee has different needs, so our unique business model allows for more flexible work arrangements than most firms can offer where possible.


What you will do:

  • Analyze business processes and provide solutions using Sage ERP systems.
  • Interview customers to document their requirements.
  • Install, configure, and test the ERP system.
  • Perform data migrations.
  • Customize and configure the systems to integrate with multiple systems.
  • Provide professional user training and support.
  • Work effectively under time constraints, deadlines, and workloads with changing and multiple priorities.


What we look for:

  • Bachelor’s in Accounting, Finance, Economics, Computer Science, Information Systems, Systems Engineering, Statistics or another computer-related field is required.
  • 5+ years of experience with ERP and/or CRM software. Sage 100 ERP, Sage X3, or Acumatica is a plus.
  • Superior interpersonal skills including communication, active listening, and customer service.
  • Strong analytical/problem solving skills.
  • Prior consulting experience with client-facing responsibilities
  • Ability to travel to client sites.
  • High business acumen, analytical skills and understanding of sales pipeline is a must.
  • Excellent presentation and listening skills, with the ability to resolve conflicts.
  • Strong relationship-building skills and overall comprehension (or willingness to learn) of sales cycles.
  • Knowledge of Financial Applications or complementary solutions is preferred.


What we offer:

  • Market-leading base compensation
  • Opportunity for advancement within a rapidly growing professional services firm
  • Ongoing informal and formal training and development
  • 401(k) and medical benefits
  • Firm sponsored continuing education

 

The expected salary range for this role is $36 - $70 per hour, which represents a good faith and reasonable estimate.? Compensation decisions depend on numerous factors including bona fide qualifications and the facts and circumstances of each case at the time of hiring.? Relevant qualifications include, but are not limited to employee education, training, skillset, credentials/certifications, relevant work experience, geographic work location (including if the employee will be hybrid or fully in-office), the scope and responsibilities of the role, internal level and peer equity, and market considerations. 


Applications will be accepted until the position is filled. 

Key Skills
ERP ImplementationBusiness Process AnalysisData MigrationSystem ConfigurationUser TrainingClient Relationship ManagementRequirement DocumentationSage ERPAcumaticaCRM SoftwareProblem SolvingInterpersonal CommunicationFinancial ApplicationsBusiness AcumenPresentation SkillsConflict Resolution
Categories
ConsultingTechnologySoftwareFinance & AccountingData & Analytics
Benefits
401(k)Medical BenefitsContinuing EducationTraining And Development
Job Information
📋Core Responsibilities
Analyze business processes to design, configure, and implement Sage ERP solutions for clients. Provide professional user training, support, and data migration services to ensure successful system integration.
📋Job Type
full time
💰Salary Range
$36 - $70
📊Experience Level
5-10
💼Company Size
186
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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