Logo for Wipfli

Senior Consultant, NetSuite Optimization Project Manager

Role overview

Qualifications

  • Bachelor’s Degree or equivalent combination of education and experience
  • 5+ years’ experience in a professional services firm or private industry focused on appropriate technical area
  • 5+ years of project management experience required
  • ERP implementation and project management experience required, NetSuite strongly preferred

Responsibilities

  • Manage end to end project delivery by effectively managing clients’ expectations
  • Serve as the primary point of contact for NetSuite Account Managers and internal stakeholders
  • Drive consultant and project accountability by tracking task progress and identifying delivery risks
  • Proactively reach out to clients to assess needs, collect feedback, and identify opportunities to enhance client experience

Key facts

Other skills

  • Training And Development
  • Consulting
  • Customer Service
  • Team Management

About the company

Wipfli logo

Wipfli

Accounting

Always advancing. Always progressing. From curiosity to clarity to results. That’s Wipfli. We’re Wipfli, a top 20 consulting firm serving more than 84,000 clients across today’s most complex industries. For more than 90 years, we have evolved and grown to help our clients take on whatever comes next. Yet as much as we change, at our core we remain committed to curiosity and our clients. Our more than 2,900 associates help our clients with services that range from audit and accounting to digital transformation and managing disruption. We focus on emerging and mid-market organizations with a specialized knowledge in industries like financial institutions, financial services, manufacturing, distribution, healthcare, construction, real estate, government, nonprofit, agriculture, auto dealerships, technology and tribal gaming and government. Our mission to create a lasting, positive impact extends beyond our clients to our associates and communities. We believe in a workplace — and world — where everyone feels included and diversity is embraced. To foster that, we are committed to creating an environment where everyone is equally supported, empowered and encouraged. Through initiatives focused on leadership, recruitment, training and diverse business resource groups, we will continue to become a more inclusive firm and build the workforce of the future. We know that diversity makes us all stronger. Visit www.wipfli.com/EmailSignup to sign up for our specialized newsletters about issues impacting your business. You can also find us on Facebook and Twitter at: - Twitter: www.twitter.com/Wipfli_LLP - Facebook: www.facebook.com/WipfliLLP Specialties: audit and accounting; Process and performance management; digital strategy, e-commerce and user experience; Information technology, systems and cybersecurity; managing disruption; sales and customer service; capital and financial strength; and human resources.

Company details

Company typeLarge
IndustryAccounting
Company size1001 - 5000

Your match analysis

See how your profile stacks up against this role.

We compared the job requirements to your profile to show where you're strong and where you fall short.

Job description

Overview:

At Wipfli, people count.

 

At Wipfli, our people are core to everything we do—the catalyst behind our ability to create exceptional impact and extraordinary results.

 

We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.

 

People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.

 

Job Summary

Under the direction of a Manager, or Senior Manager/Director, the Senior Consultant will develop and provide solutions for clients pursuing operational excellence and/or technical solutions.  They will be self- managed for long periods and interface regularly with clients and others outside of Wipfli. Help lead and shape the delivery resources, in accordance with firm policies and procedures.  If not leading people or business development efforts, will be focused on expanding technical solutions across Wipfli's footprint.

Responsibilities:

 Essential Responsibilities:

  • Manage end to end project delivery by effectively managing clients’ expectations that include project plans, budgets, timelines, and quality expectations
  • Serve as the primary point of contact for NetSuite Account Managers and internal stakeholders including the planning, scheduling, and facilitation of client meetings, including kickoffs, status meetings, account reviews, and working sessions.
  • Drive consultant and project accountability by tracking task progress, manage case queues, reinforcing due dates, proactively identifying delivery risks, and escalating issues as needed to keep projects on schedule and within budget.
  • Partner with Project Leads to ensure consultants are clear on ownership, expectations, and delivery timelines.
  • Monitor work in progress (WIP) and collaborate with Engagement Managers on billing, utilization, or scope concerns.
  • Proactively reach out to clients to assess needs, collect feedback, and identify opportunities to enhance client experience.
  • Manage a high volume of clients with varying levels of size, complexity, and support, ensuring consistent and high-quality service delivery.
Knowledge, Skills and Abilities:

Required Qualifications:

  • Bachelor’s Degree or an equivalent combination of education and experience.
  • 5+ years’ experience in a professional services firm or 5+ years of private industry experience focused on appropriate technical area with 1+ years in professional services.
  • 5+ years of project management experience required.
  • ERP implementation and project management experience required, NetSuite strongly preferred.
  • Experience in managing a team comprised of business analyst(s), developer(s), and solution architect(s) to efficiently deliver projects
  • Demonstrated high competency in project management resulting in high levels of customer satisfaction
  • Experience managing or supporting a high volume of clients and tasks
  • Strong customer service and client relationship management skills

 

Preferred Qualifications:

  • Bachelor’s Degree in related field
  • Works towards obtaining additional appropriate advanced certifications.
  • Working knowledge of software development lifecycle including Agile methodology
  • Experience working in the healthcare and distribution industries preferred
  • Understanding of budget analysis and project planning
  • Training, support or consulting advisory experience.
  • Experience with compliance or professional standards associated with area of expertise.

Damian Kauffman, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect!

 

#LI-Remote

#LI-DK1

Additional Details:

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.

 

Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com 

 

Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000 to $118,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. 

 

Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. 

 

Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process.

 

"Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Apply once. Then go straight to the hiring manager.

After you apply, unlock the direct contact details of the people who actually make the call. A quick follow-up makes you 5x more likely to land an interview.

MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
Unlocked after you apply
·

Project Manager Related jobs

Other jobs at Wipfli

Premium

Reach out to the hiring manager directly.

Gain access to the contact details of the hiring managers who actually decide, and reach out to network with them directly. That, plus more when you upgrade:

  • Full match report with fit score and gaps
  • Career diagnostics on how recruiters read you
  • Curated company matches and warm intros
  • 48h early access to new roles

Cancel anytime.