ERP Transformation Lead - Microsoft Dynamics 365

Yoh; Dallas (TX); Hybrid; USD 110,000 - 135,000; Full time

Benefits offered by this job

Medical, Prescription, Dental & Vision

Health Savings Account (HSA)

Life & Disability Insurance

MetLife Voluntary Benefits

Employee Assistance Program (EAP)

401K Retirement Savings Plan

Direct Deposit & weekly epayroll

Referral Bonus Programs

Certification and training

Job summary

Yoh is seeking an ERP Transformation Lead to drive a major Microsoft Dynamics ERP implementation. The role bridges business operations, technology teams, and external partners, ensuring the platform meets requirements and delivers long-term value.

The ideal candidate will bring deep Microsoft Dynamics AX and Dynamics 365 experience, manage the full lifecycle, and transition to ongoing ERP support and optimization after deployment.

Qualifications

• Strong hands-on functional experience with Microsoft Dynamics AX, Dynamics 365 Finance & Operations, or comparable ERP environments.
• Experience participating in ERP implementations and large-scale modernization projects.
• Knowledge of finance, accounting, inventory, supply chain, or warehouse ERP processes.
• Ability to translate business needs into effective system solutions.
• Experience collaborating with external consultants, SI partners, and internal stakeholders.
• Understanding of ERP testing, data migration, and deployment processes.
• Strong analytical skills to identify gaps and practical solutions.
• Excellent communication and stakeholder management skills.

Responsibilities

• Serve as the primary functional liaison between business departments, IT leadership, and the ERP implementation team.
• Translate business objectives into system requirements, configurations, and priorities.
• Facilitate discussions to identify process inefficiencies and leverage standard Dynamics functionality.
• Provide functional guidance across GL, AP, Fixed Assets, Inventory, and Warehouse modules.
• Assess designs and customizations to minimize complexity and align with goals.
• Coordinate data conversion activities and data integrity reviews.
• Develop testing strategies and oversee SIT/UAT activities.
• Support access controls, security, and compliance planning.
• Create training materials and support end-user adoption.

Skills

ERP transformation

Stakeholder management

Analytical skills

Process assessment

Cross-functional collaboration

Tools

Microsoft Dynamics AX

Dynamics 365 Finance & Operations

ERP implementations

Data migration

Job description

ERP Transformation Lead - Microsoft Dynamics 365

This is a long‑term opportunity for an ERP professional interested in influencing a significant technology transformation while developing an ongoing role within the organization. Candidates should be comfortable working in a hybrid environment and committing to the full implementation lifecycle.

Employment Type: Full‑Time, Direct Hire

Salary: $110,000-$135,000 Annually, Based on Experience

Work Arrangement: Hybrid, Tuesday‑Thursday

Location: North Dallas Texas (Richardson TX)

POSITION OVERVIEW

An established organization is seeking an experienced ERP Transformation Lead to serve as a key internal resource during a major Microsoft Dynamics ERP implementation. This position will bridge business operations, technology teams, and an external implementation partner to ensure the new platform supports organizational requirements, improves operational efficiency, and delivers long‑term business value.

• The ideal candidate brings strong functional expertise in Microsoft Dynamics AX and Dynamics 365, with the ability to evaluate business processes, guide system decisions, challenge implementation recommendations, and represent internal stakeholder interests throughout the transformation.
• The ERP initiative is scheduled to begin in the first quarter of 2027, with an anticipated implementation timeline of 18‑24 months. This individual will play an integral role throughout the project lifecycle and transition into an ongoing ERP support and optimization function following deployment.

KEY RESPONSIBILITIES

• Serve as the primary functional liaison between internal business departments, IT leadership, and the third‑party ERP implementation team.
• Evaluate current operational workflows and translate business objectives into system requirements, configuration recommendations, and implementation priorities.
• Facilitate discussions with stakeholders to identify process inefficiencies, application limitations, and opportunities to leverage standard Microsoft Dynamics functionality.
• Provide functional guidance across ERP modules, including General Ledger, Accounts Payable, Fixed Assets, Inventory Management, and Warehouse Operations.
• Assess proposed system designs, integrations, and customization requests to ensure solutions align with business goals and minimize unnecessary complexity.
• Influence ERP‑related decisions by recommending process improvements, resolving functional challenges, and balancing operational requirements with platform capabilities.
• Coordinate data conversion activities, including legacy system mapping, data integrity reviews, cleansing strategies, and reconciliation of financial and operational information.
• Develop testing strategies, coordinate cross‑functional validation efforts, and oversee System Integration Testing (SIT) and User Acceptance Testing (UAT).
• Collaborate with technology and business teams to establish appropriate system access, role‑based permissions, security controls, and compliance procedures.
• Support organizational readiness through training materials, knowledge transfer, process documentation, and end‑user adoption initiatives.
• Participate in deployment planning, issue resolution, post‑implementation stabilization, and ongoing system enhancements. Provide continued functional support and contribute to future ERP improvements following completion of the initial implementation.

REQUIRED QUALIFICATIONS

• Strong hands‑on functional experience with Microsoft Dynamics AX, Dynamics 365 Finance & Operations, or comparable Microsoft Dynamics ERP environments.
• Experience participating in ERP implementations, enterprise system conversions, or large‑scale business application modernization projects.
• Working knowledge of finance, accounting, inventory, supply chain, or warehouse‑related ERP processes.
• Ability to evaluate functional requirements, conduct process assessments, and translate business needs into effective system solutions.
• Experience collaborating with external implementation consultants, systems integrators, and internal business stakeholders.
• Understanding of ERP testing methodologies, data migration activities, configuration management, and system deployment processes.
• Strong analytical skills with the ability to identify operational gaps, assess technical recommendations, and recommend practical solutions.
• Excellent communication, stakeholder management, and cross‑functional collaboration skills.

WHAT'S IN IT FOR YOU?

• Medical, Prescription, Dental & Vision Benefits (for employees working 20+ hours per week)
• Health Savings Account (HSA) (for employees working 20+ hours per week)
• Life & Disability Insurance (for employees working 20+ hours per week)
• MetLife Voluntary Benefits
• Employee Assistance Program (EAP)
• 401K Retirement Savings Plan
• Direct Deposit & weekly epayroll
• Referral Bonus Programs
• Certification and training opportunities

Note: Any pay ranges displayed are estimations. Actual pay is determined by an applicant's experience, technical expertise, and other qualifications as listed in the job description. All qualified applicants are welcome to apply.

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