Digital Advisory ERP Delivery Lead

Sorren, Inc.; United States; On-site; USD 150,000 - 190,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical, dental, and vis

401(k) retirement savings plan

Paid holidays

Paid parental leave

Mentorship and career development

CPA exam support

Firm-sponsored events

Job summary

Sorren, Inc. is building a new Digital Advisory practice and seeking a Solution Architect / Delivery Lead to design and deliver modern ERP and connected systems.

You will own architecture, lead delivery efforts, and mentor a growing team as we stand up the practice within an established firm. Responsibilities include leading discovery, solution design, and platform strategy across ERP and CRM, with preference for healthcare, construction, not-for-profit, or manufacturing domain expertise.

Qualifications

• 8+ years implementing mid-market or enterprise ERP and connected business systems.
• Leadership in full-lifecycle implementations from discovery to go-live.
• Industry expertise in healthcare, construction, not-for-profit, or manufacturing.

Responsibilities

• Lead requirements discovery and design solution architectures across ERP, CRM, and connected apps.
• Act as trusted technical advisor in the sales cycle with demos, scoping, and SOW definitions.
• Own end-to-end delivery quality including project architecture and AI/automation usage.

Skills

ERP delivery leadership

Solution architecture

Sales support and pre-sales

AI/automation in delivery

Mentoring and team leadership

Education

CPA or MBA

Tools

ERP platforms

Job description

Our Firm

Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don't just work with numbers-we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.

At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.

We're committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.

Your Journey

Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm's success through collaboration, exceptional service, and continuous growth.

Position Summary

About the Practice

We are standing up a new Digital Advisory practice - including a value-added reseller (VAR) practice - to help middle-market clients modernize their core business systems and get measurable value from technology. We advise, select, implement, and optimize modern ERP and connected business platforms, and we go deep in four verticals: healthcare, construction, not-for-profit, and manufacturing. Deep, industry-specific expertise is central to how we differentiate - we serve clients as specialists who understand their business, not generalists - so relevant experience in these industries is highly valued across every role.

This is a build-from-the-ground-up opportunity. As a founding member of the practice you will help shape our service offerings, delivery methodology, partner alliances, and culture - with the backing, brand, and client base of an established firm behind you. We are in the process of selecting our anchor platform partners from among the leading mid-market ERP and business-application publishers, and early team members will help define that ecosystem.

Role Summary

The Solution Architect / Delivery Lead is the technical and delivery cornerstone of the practice. You own how we design and deliver - translating client business requirements into modern ERP and connected system architectures, and standing up the methodology, tooling, and quality standards that let us deliver repeatably and profitably. Early on you will be hands‑on across sales support, solutioning, and delivery; over time you will build and lead a team of consultants.

Key Responsibilities

Solutioning & Architecture

• Lead requirements discovery and design solution architectures across ERP, CRM, and connected business applications, mapped to client outcomes.


• Serve as the trusted technical advisor in the sales cycle - leading demos, scoping, estimating, and statement-of-work definition alongside the business development team.


• Evaluate and recommend platforms across our forming partner ecosystem based on fit for the client and vertical, and help shape the practice's platform strategy.

Delivery Leadership

• Own end-to-end delivery quality: project architecture, implementation approach, and the responsible use of AI and automation in delivery.


• Build and continuously refine the practice delivery methodology, accelerators, and reusable assets.


• Manage utilization, margins, and delivery risk across a growing project portfolio.


• Mentor, and eventually hire and lead, a team of functional and technical consultants.

Qualifications

Required

• 8+ years implementing mid-market or enterprise ERP and connected business systems, with several years in a lead architect or delivery-lead capacity.


• Demonstrated ownership of full-lifecycle implementations, from discovery through go-live and optimization.


• Deep hands‑on expertise in one or more leading mid-market ERP platforms, and the ability to learn and adopt new platforms quickly.


• Deep, demonstrable expertise in at least one of our target industries - healthcare, construction, not-for-profit, or manufacturing - with the business-process fluency to advise clients as an industry specialist.


• Excellent client-facing communication and the credibility to advise executive stakeholders.

Preferred

• Experience in a consulting, VAR, or systems-integrator environment, ideally helping build or scale a practice.


• Relevant ERP platform certifications; project--oriented and product-oriented ERP experiences are a plus.


• Familiarity with applying AI/automation to accelerate implementation and delivery.


• CPA or MBA

Compensation

Target base salary range of $150,000-$190,000, plus a practice performance bonus tied to delivery and practice growth. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Discretionary incentive compensation is based on firm, group, and individual performance.

Why Choose Us?

At Sorren, we're invested in your growth-both personally and professionally. We'll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we've designed our culture and benefits to reflect that.

What We Offer*:

• Generous paid time off


• Comprehensive medical, dental, and vision coverage, plus life and disability insurance


• 401(k) retirement savings plan


• Paid holidays, including a firmwide winter break (December 24 - January 1)


• Paid parental leave (available after one year of service)


• Mentorship and career development programs


• CPA exam support to help you succeed on the path to licensure


• Firm-sponsored events and spontaneous team activities


• Celebrations to mark milestones like the end of busy season and the holidays

*Benefits are available to full‑time employees regularly scheduled to work at least 30 hours per week.

© 2025 "Sorren" is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms.