JOB DETAILS

Senior ERP Technical Consultant

CompanyPlatform Accounting Group
LocationGoleta
Work ModeRemote
PostedJuly 14, 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

Join our dynamic Platform Technology Advisors team as a Senior ERP Technical Consultant, where you will leverage your expertise to drive successful ERP implementations for our clients. You will lead workshops, configure Sage X3 modules, oversee data migration, and mentor junior consultants, ensuring exceptional outcomes. This role offers the chance to work in a fast-paced, collaborative environment, delivering tailored solutions that empower small and medium-sized businesses.


Who We Are


Platform Technology Advisors is the rapidly growing ERP/IT Solutions division 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 across 15 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 where possible.


What you will do:  

  • Conduct client workshops to map processes, identify improvements, and design optimized workflows for Sage X3.
  • Configure and customize Sage X3 modules using scripting and workflow design to meet client needs.
  • Manage data mapping, setup, and migration, ensuring accuracy and readiness for go-live.
  • Lead testing phases (unit, integration, UAT), troubleshoot issues, and ensure smooth ERP deployment.
  • Create user guides, deliver training, and provide ongoing support to client teams.
  • Collaborate with project managers and cross-functional teams to manage scope and deliverables.
  • Mentor junior consultants, review their work, and share knowledge to build team expertise.
  • Stay updated on Sage X3 advancements and industry best practices through training.

What We Look For

  • Bachelor’s degree in IT, Business, Accounting, or related field with 5+ years of ERP consulting experience, including Sage X3 expertise.
  • Deep knowledge of Sage X3 modules, configuration, customization, and data migration.
  • Strong understanding of business processes and ability to optimize workflows.
  • Proven ability to translate business requirements into ERP solutions and resolve system issues.
  • Excellent communication skills for presenting to clients and delivering training.
  • Strong organizational and problem-solving skills, with the ability to manage multiple priorities.
  • Experience mentoring junior team members and fostering collaboration.
  • Familiarity with project methodologies and adaptability to changing needs.

What We Offer

  • Competitive base compensation.
  • Paid medical benefits and 401(k).
  • Flexible work arrangements, including remote and hybrid options.
  • Ongoing training and professional development opportunities.

Where we work

  • This position is open to fully remote team members.

 

The expected salary range for this role is$115,000 - $166,000 per year, 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
Sage X3ERP ImplementationData MigrationWorkflow DesignScriptingUAT TestingClient WorkshopsMentoringBusiness Process OptimizationProject Management
Categories
ConsultingTechnologySoftwareFinance & AccountingManagement & Leadership
Benefits
Medical Benefits401(k)Flexible Work ArrangementsProfessional Development Opportunities
Job Information
📋Core Responsibilities
Lead Sage X3 ERP implementations by conducting client workshops, configuring modules, and managing data migration. Provide technical leadership through testing, user training, and mentoring junior consultants.
📋Job Type
full time
💰Salary Range
$115,000 - $166,000
📊Experience Level
5-10
💼Company Size
192
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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