ERP Systems Lead - Remote Epicor P21/Kinetic, Salesforce

The Planet Group

United States

Hybrid

USD 125,000 - 140,000

Full time

2 days ago
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Benefits offered by this job

Medical, dental, vision
401(k)
HSA contributions
Life insurance $50k
PTO 2 weeks
Sick days 5

Job summary

The Planet Group is seeking a hands-on Business Systems Lead to own its ERP and CRM platforms, including Epicor P21, Epicor Kinetic, and Salesforce. You will drive system improvements, reporting, integrations, and automation while collaborating with finance, sales, and operations.

You will leverage advanced SQL, Epicor development experience, and BI skills to deliver scalable solutions, dashboards, and data-driven insights across the organization.

Qualifications

  • Advanced Microsoft SQL Server/T-SQL capabilities.
  • Experience with Crystal Reports and SSRS reporting.
  • Power BI dashboards development and data modeling.
  • C#/.NET for ERP customization and automation.
  • Ability to translate business requirements into technical solutions.
  • Experience supporting ERP data and processes in a distribution/manufacturing environment.

Responsibilities

  • Own the administration, maintenance, troubleshooting, security, and ongoing improvement of Epicor P21, Kinetic, and Salesforce.
  • Develop, optimize, and maintain complex SQL queries, views, and stored procedures to support reporting, analytics, integrations, and business operations.
  • Build and enhance Crystal Reports, SSRS reports, Power BI dashboards, and embedded ERP dashboards to provide actionable financial and operational insights.
  • Develop and maintain custom ERP business logic using C#/.NET, including P21 DynaChange Business Rules, Kinetic BPMs, and Epicor Functions.
  • Create and maintain Kinetic BAQs, customize user interfaces, and improve workflows through DynaChange Screen Designer and Kinetic Application Studio.
  • Support REST API integrations and automated data feeds between ERP, CRM, and other business systems, ensuring data accuracy and reliability.
  • Administer Salesforce users, permissions, objects, fields, flows, automations, reports, and dashboards.
  • Partner with finance, sales, and operations stakeholders to translate business requirements into scalable system solutions.
  • Coordinate with external consultants and software vendors on support, enhancements, upgrades, and technical issue resolution.
  • Maintain technical documentation and validate system customizations following updates and releases.

Skills

SQL
Crystal Reports
SSRS
Power BI
C#/.NET
ERP integrations

Education

Bachelor's degree in related field

Tools

Epicor P21
Epicor Kinetic
Salesforce
DynaChange
BAQs
Application Studio

Job description

The Planet Group is seeking a hands-on Business Systems Lead to own its ERP and CRM platforms, including Epicor P21, Epicor Kinetic, and Salesforce. You will drive system improvements, reporting, integrations, and automation while collaborating with finance, sales, and operations.

You will leverage advanced SQL, Epicor development experience, and BI skills to deliver scalable solutions, dashboards, and data-driven insights across the organization.

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