Senior Consultant | NetSuite

CBIZSan Francisco, CA
Hybrid

About The Position

We are seeking a NetSuite Functional Senior Consultant to lead ERP implementations and help clients modernize finance and operations through AI, automation, and data-driven insights. This role extends beyond implementation—you’ll partner with clients to improve processes and operating models, connect business and technology, and deliver practical, scalable solutions.

Requirements

  • 5–8+ years of NetSuite ERP implementation experience in functional consulting, solution design, or business transformation roles
  • Strong background in finance and operational processes, including record-to-report, order-to-cash, procure-to-pay, and inventory
  • Hands-on experience with NetSuite configuration, business process design, and workshop facilitation
  • Ability to translate business requirements into scalable, practical solution designs
  • Experience leading complex, cross-functional initiatives involving multiple stakeholder groups
  • Strong communication, documentation, and client-facing presentation skills
  • Industry subject matter expertise in one or more sectors such as software/SaaS, professional services, distribution, manufacturing, or nonprofit
  • Demonstrated ability to serve as a trusted advisor by bringing industry perspective and practical leading practices to client solution design
  • Experience with AI, automation, or analytics in business environments
  • Bachelor’s degree in relevant field
  • 3 years of relevant work experience
  • Achieve professional certifications relative to area of expertise, must have and preserve required licenses
  • Must possess analytical skills
  • Proficient use of applicable technology
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Must be able to travel based on client and business needs

Nice To Haves

  • Familiarity with Copilot, ChatGPT, Power Automate, Celigo, Power BI, Tableau, and MCP connectors to NetSuite
  • Ability to identify and apply AI use cases that drive business value
  • NetSuite ERP Consultant Certification preferred; additional NetSuite certifications beneficial
  • CPA Certification
  • Industry Subject Matter Expertise
  • Experience in consulting or advisory roles
  • Exposure to multi-subsidiary (OneWorld) environments
  • Experience in fast-paced or high-growth organizations

Responsibilities

  • Lead end-to-end NetSuite implementations (design, configuration, testing, go-live)
  • Co-create solutions with finance, operations, and IT stakeholders
  • Configure NetSuite across core modules (Financials, O2C, P2P, Inventory, etc.)
  • Drive delivery outcomes—managing scope, risks, and key decisions
  • Lead data migration, validation, and reconciliation across legacy and target systems for accurate, audit-ready deployments
  • Design reporting, dashboards, and insights for business decision-making
  • Identify and embed AI and automation opportunities (forecasting, workflows, copilots)
  • Partner with technical teams on integrations and solution architecture
  • Build client relationships and support change, training, and adoption
  • Mentor junior team members and support a collaborative team culture

Benefits

  • Work on next-generation ERP + AI transformation
  • High-impact role with direct client ownership
  • Collaborative, people-first culture with strong mentorship
  • Opportunity to shape how businesses adopt ERP, data, and AI together
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