Consultant (AIM)

The Consultant leads multiple simultaneous Unanet AIM implementations and legacy Flowtrac transition engagements of varying complexity, helping customers adopt AIM, manage data and integration needs, and achieve successful operational outcomes.

What You'll Do

Lead discovery, requirements gathering, process mapping, and solution design for Unanet AIM implementations across asset inventory, manufacturing, purchasing , receiving, work order, project, and related operational workflows.

Translate customer business, operational, and accounting requirements into AIM configuration, including projects, tasks, organizations, vendors, inventory, bills of material, work orders, purchasing, receiving, costing, and reporting.

Support customers using a legacy Flowtrac instance by providing additional training, consulting on process changes, review requests for new features/integrations, etc.

Assess legacy Flowtrac functionality and data to determine what should migrate to AIM, be redesigned, remain in the legacy environment, or be retired, while setting clear expectations about process and feature differences.

Plan and execute legacy Flowtrac to AIM migration activities, including backup coordination, data review and cleansing, source-to-target mapping, sandbox setup, validation, cutover readiness, and post-go-live stabilization.

Coordinate with Product, Development, Support, Integrations, and Project Management to evaluate product gaps, defects, data issues, and integration constraints, escalating risks with clear recommendations.

Configure and validate ERP to AIM sync, including project, account, vendor, purchase order, receipt, work order, inventory, and journal flows, with appropriate consideration for native and legacy integration patterns.

Lead customer training and AIM adoption activities, including explaining process changes and differences from the customer’s legacy system workflows; support user acceptance testing, test planning, issue triage, go-live readiness checkpoints, and transition to support.

Adhere to the standard Unanet milestone-based implementation and migration process while maintaining accurate project documentation, decisions, assumptions, risks, and customer-specific runbooks.

Coordinate with the Project Manager to keep engagements on schedule and within budget, maintain target utilization, and organize workload across multiple simultaneous implementations and migration workstreams.

Support continuous improvement of Professional Services processes, reusable playbooks, implementation templates, and customer-facing documentation.

Participate in group meetings and training sessions to build product knowledge and share lessons learned from AIM implementations and legacy Flowtrac transitions.

Stay current on Unanet AIM functionality, legacy Flowtrac considerations, integration capabilities, product changes, and implementation best practices.

Your First 90 Days

First 30 Days: Complete onboarding and foundational training on Unanet AIM, legacy Flowtrac, Professional Services delivery standards, and the milestone-based implementation and migration process. Shadow customer discovery, configuration, data review, integration, and training activities, and become familiar with core AIM workflows and internal escalation paths.

First 60 Days: Contribute to active customer engagements by preparing for and participating in discovery and process-mapping sessions, documenting requirements and decisions, completing defined configuration and data-validation tasks, and supporting testing and customer training with guidance from an experienced consultant.

First 90 Days: Own defined workstreams or milestones within one or more AIM implementations or Flowtrac transition engagements. Coordinate assigned customer deliverables, track risks and decisions, support integration and migration validation, and demonstrate readiness to manage day-to-day consulting activities with appropriate support.

Who You Are

3+ years of ERP, asset management, manufacturing operations, accounting, or systems implementation experience.

Bachelor's degree in Accounting, Supply Chain, Information Systems, Business, or a related field.

Experience with accounting systems, inventory or manufacturing processes, project management, data migration, systems integration, and practical accounting or operations experience.

Proficient at working with and manipulating large data sets using Excel.

Prior business consulting, systems implementation, or customer-facing software delivery experience.

Ability to understand and explain complex operational workflows, especially inventory, manufacturing, purchasing, work orders, costing, and accounting processes.

Experience with data migration, data validation, systems integration, testing, or reconciliation across source and target systems.

Strong ability to operate in a multiple workstream environment while supporting multiple customers and implementations in parallel.

Strong written and verbal communication skills, with the ability to document technical and operational concepts for both business and technical audiences.

Your Differentiators

Inventory, manufacturing, or systems implementation certification preferred.

Familiarity with Unanet AIM, legacy Flowtrac, ERP systems, APIs, or comparable business applications preferred.

Our Values

We are a Team. Employees, customers, and partners working together.

We are Customer-Focused. Customers are the heart of everything we do.

We are Driven. Seeking exceptional outcomes.

We Own our Success. Every employee has a stake in our company.

We do the right thing and have fun in the process.

The salary range for this opportunity is $74,305 - $87,418 per year. You will be eligible for employee equity as well as discretionary bonus compensation, subject to plans that may be in effect from time to time. You will further be eligible to participate in Unanet's employee benefits plans and programs. For more details on Unanet's benefits offerings, please visit https://unanet.com/employee-benefits .

Unanet is proud to be an Equal Opportunity Employer. Applicants will be considered for positions without regard to race, religion, sex, national origin, age, disability, veteran status or any other consideration made unlawful by applicable federal, state or local laws.