ERP & Business Systems Engagement Manager

TriVista; United States; On-site; USD 145,000 - 186,000; Full time

Job summary

TriVista is hiring a Manager to lead client engagements within our Digital & Technology practice. We work with private equity firms and their portfolio companies on technology and business-system questions that affect growth, performance, and risk.

This role focuses on ERP and enterprise business systems, guiding discussions with business and IT stakeholders, mapping processes, and delivering clear recommendations from discovery through final deliverables.

Qualifications

• 8+ years of relevant consulting and/or industry experience with ERP, enterprise systems, or business applications.
• Functional understanding of ERP modules, workflows, and configuration across finance, operations, inventory, production, warehouse, or supply chain.
• Experience mapping processes and developing recommendations or roadmaps for ERP and related applications.
• Ability to translate technical findings into business-focused recommendations for boards and PE stakeholders.

Responsibilities

• Lead client engagements from scoping and discovery through analysis, recommendations, and final deliverables.
• Assess ERP and business applications, workflows, and gaps, risks, and improvement opportunities.
• Facilitate discussions with client stakeholders to understand how systems support end-to-end processes.
• Lead business process mapping, application assessments, system-selection work, and technology roadmaps.
• Manage project plans, budgets, deliverables, client communication, and consultants assigned to the engagement.
• Translate technical findings into clear recommendations for management teams and PE stakeholders.
• Support cybersecurity, technology risk, and post-merger enterprise-system integration work.
• Contribute to proposals, practice development, and mentoring junior team members.

Skills

ERP expertise

Enterprise systems

Project management

Stakeholder management

CRM experience

Business process mapping

Technology risk

Post‑merger integration

Leadership of engagements

Tools

CRM systems

ERP platforms

Job description

TriVista is hiring a Manager to lead client engagements within our Digital & Technology practice. We work with private equity firms and their portfolio companies on technology and business-system questions that affect growth, performance, and risk.

This role focuses on ERP and enterprise business systems, guiding discussions with business and IT stakeholders, mapping processes, and delivering clear recommendations from discovery through final deliverables.