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Business Consultant

Role overview

Qualifications

  • Bachelor's degree in Business, Finance, Accounting, Engineering, Information Systems, or a related field
  • 3+ years of business consulting, ERP consulting, or business analysis experience
  • Experience with Microsoft Dynamics 365 Finance & Operations or Business Central
  • Strong understanding of business processes across finance, procurement, supply chain, or operations

Responsibilities

  • Lead and manage the implementation of Truvio’s Advanced Treasury or AP Automation solutions for multiple clients simultaneously in North America
  • Analyze current business processes and recommend improvements aligned with our embedded best practices
  • Facilitate discovery workshops and gather business requirements from stakeholders
  • Collaborate with implementation consultants, developers, and customer project teams to support successful solution delivery

About the company

Truvio logo

Truvio

Truvio provides embedded solutions for finance, operations, and commerce within Microsoft Dynamics 365, helping customers and partners simplify delivery, reduce risk, and realize value faster. By unifying these capabilities in a single Microsoft-native product portfolio and embedding AI-driven automation directly into ERP, Truvio helps organizations automate repeatable work, guide exceptions, and make faster, more confident decisions.

Company details

Company size201 - 500

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Job description

About the Role

Truvio delivers embedded finance, operations, and commerce solutions built natively for Microsoft Dynamics 365, helping customers and partners simplify processes, strengthen control, reduce risk, and accelerate business outcomes. We are committed to delivering world-class software and advisory services that empower organizations to achieve new levels of efficiency, productivity, and profitability.

We are seeking a Business Consultant to work closely with customers throughout their digital transformation journey. In this role, you'll combine business process expertise with technology consulting to help organizations optimize operations, identify opportunities for improvement, and maximize the value of their Microsoft Dynamics 365 investment. This position is ideal for professionals who enjoy working directly with clients, solving complex business challenges, and managing a variety of projects in a flexible, fast-paced environment. You'll have the opportunity to influence customer success, contribute to product and service innovation, and collaborate directly with experienced consultants and senior leadership.

No prior experience with all of our solutions? No problem. We provide comprehensive onboarding, training, and mentorship to support your success. We are looking for 3 employees for these positions with some small differences. These positions are in our Microsoft FO and Business Central practices for Advanced Treasury and AP Automation.

Key Responsibilities

  • Lead and manage the implementation of Truvio’s Advanced Treasury or AP Automation solutions for multiple clients simultaneously in North America

  • Analyze current business processes and recommend improvements aligned with our embedded best practices

  • Facilitate discovery workshops and gather business requirements from stakeholders

  • Collaborate with implementation consultants, developers, and customer project teams to support successful solution delivery

  • Deliver client presentations, workshops, and user training

  • Support customers during project execution and post-go-live optimization

  • Manage multiple client engagements while maintaining project timelines and deliverables

  • Provide strategic feedback to internal product and consulting teams based on customer experiences

Minimum Qualifications

  • Bachelor's degree in Business, Finance, Accounting, Engineering, Information Systems, or a related field (or equivalent experience)

  • 3+ years of business consulting, ERP consulting, or business analysis experience

  • Experience with Microsoft Dynamics 365 Finance & Operations or Business Central.

  • Strong understanding of business processes across finance, procurement, supply chain, or operations

  • Experience leading client workshops and gathering business requirements

  • Excellent communication, presentation, and stakeholder management skills

  • Strong analytical thinking and problem-solving abilities

  • Ability to manage multiple projects simultaneously

  • Comfortable working remotely within a distributed team

  • Valid driver's license in the U.S. or Canada

Desirable Attributes

  • Experience with business process transformation initiatives

  • Knowledge of banking and Treasury or AP Automation

  • Familiarity with change management methodologies

  • Experience delivering ERP implementations or optimization projects

  • Ability to perform engaging product demonstrations and solution workshops

  • Strong consulting mindset with exceptional customer relationship skills

  • Self-motivated, proactive, and results-oriented

  • Creative problem-solver with Bexcellent organizational skills

  • Entrepreneurial mindset and desire to grow with a fast-paced company

  • Responsive, adaptable, and professional under pressure

Other information

Employment Type: Full-time (40 hours/week)

Start date: Upon agreement

Location: Remote (U.S. or Canada)

Travel: Up to 20%

Compensation: $100,000–$140,000 annually, based on experience

About Truvio

At Truvio you will be part of a fast-growing modern SaaS environment who brings together established Microsoft Dynamics ISVs in one unified company, delivering a single, intelligent product portfolio built exclusively for Dynamics 365. This way we help customers and partners close the ERP Value Gap by unifying finance, operations, and commerce within a Microsoft-native suite.β€―β€―

We are a team of more than 450 employees worldwide, with colleagues based across North America, Europe, Asia, and Australia. With our core values Take ownership, Build Trust, Drive innovation and Succeed together do we have a mission to help organizations get more from their ERP investments.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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