Managing Director - NetSuite Practice

BDO USA; San Francisco (CA); On-site; USD 175,000 - 290,000; Full time

Job summary

BDO USA is seeking a Managing Director for its NetSuite Practice to drive enterprise business applications and support projects in strategic transformation. This role involves deep client interaction, project management, and the development of business solutions that enhance operational efficiency. Candidates should possess strong analytical skills and extensive experience with ERP and CRM products, specifically NetSuite.

Benefits

Employee Stock Ownership Plan (ESOP)

Opportunities for advancement

Flexible work environment

Qualifications

• Twelve or more years of business process analysis and/or business application experience required.
• Three or more years experience with NetSuite required.
• Client-facing best practice consulting experience preferred.

Responsibilities

• Manage business applications implementations and provide functional support.
• Lead new service offerings and participate in practice leadership.
• Identify new business development opportunities and ensure client satisfaction.

Skills

Analytical

Problem Solving

Documentation

Communication

Interpersonal Skills

Education

Bachelor’s degree

MBA or other relevant advanced degree

Tools

ERP systems

CRM systems

Microsoft Visio

Microsoft PowerPoint

Microsoft Word

SharePoint

Job description

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JOB DESCRIPTION

To support our double-digit growth goals, BDO Digital seeks a Managing Director who will be part of an Enterprise Business Applications (EBA) team supporting projects in the areas of EBA strategy and implementation, in addition to Business Transformation and Operational Excellence efforts. This role will conduct discovery, requirements gathering, process documentation, configuration, and implementation management of ERP (Enterprise Resource Planning), CRM (Customer Relationship Management), and other related business applications functioning as a key resource for our clients spanning, finance, product distribution, manufacturing, job costing, field service, sales, marketing, service, and reporting.

Job Summary

JOB DESCRIPTION

To support our double-digit growth goals, BDO Digital seeks a Managing Director who will be part of an Enterprise Business Applications (EBA) team supporting projects in the areas of EBA strategy and implementation, in addition to Business Transformation and Operational Excellence efforts. This role will conduct discovery, requirements gathering, process documentation, configuration, and implementation management of ERP (Enterprise Resource Planning), CRM (Customer Relationship Management), and other related business applications functioning as a key resource for our clients spanning, finance, product distribution, manufacturing, job costing, field service, sales, marketing, service, and reporting.

Job Duties

• Strategy, Requirements & Selection: Participates in defining needs for existing and new NetSuite solutions
• Documents existing enterprise business applications, related business processes, and personas impacted
• Identifies existing inefficiencies, potential improvement opportunities, and critical differentiating business requirements
• Envisions and develops representations of recommended future state options for evaluation by clients
• Understands related security structures and best practices
• Designs and develops scorecards for evaluation of candidate business applications
• Creates dashboard presentations of quantitative and qualitative scoring of candidate options
• Supports Technical Leads, Developers and Managers by providing functional clarifications and setting expectations with team and client
• Solution Functional Design: Performs functional (business process) solution design in business applications (NetSuite primarily, ERP, CRM, & related) contexts, to provide maximized business value and deliver strong business agility while meeting applicable requirements and constraints
• Consulting: Gains a deep understanding of client needs, analyzes best practices, and plays an integral part in defining and proposing business value solutions that meet or exceed client expectations
• Program & Project Management: Supports, and manages aspects of business applications implementations
• Documents and maintains project milestones, phases, elements, and budget
• Monitors project progress by tracking risks, actions, issues, decisions, and other activities
• Develops references for users by writing and maintaining user documentation; provides help desk support; trains users
• Implementation and Support: Functional support of EBA solutions and related technologies
• Manages and resolves issues, defects, and change requests
• Manages and performs systems configuration tasks (but not coding/development) for process workstreams as directed
• Provides on-going support during project implementations and post-go-live support
• Responsible for configuration of solution based on requirements
• Business Development and Account Management
• Identifies new business development opportunities
• Leads and supports scoping and estimating of new opportunities
• Serves as escalation contact for client satisfaction and delivery issues
• Co-owns client relationship management
• Organizational Leadership
• Participates in practice leadership and best practices definition
• Leads new go-to-market service offerings
• Defines new delivery capabilities and associated templates and accelerators
• Participates in practice recruiting
• Defines supporting learning and development frameworks
• Serves as mentor, manager, and career coach for EBA team members
• Fosters a positive demeanor, learning attitude and client service mentality with the team
• Travel – up to 40%, as needed
• Other duties as required
  
  

Supervisory Responsibilities

• Owns and drives completion of portfolio of projects as directed by practice leaders
• Manages larger programs as directed
• Reviews quality of team deliverables
• Mentors and develops senior managers
  
  
  

Education

Qualifications, Knowledge, Skills, and Abilities:

• Bachelor’s degree, required
• MBA or other relevant advanced degree, preferred
  
  
  

Experience

• Twelve (12) or more years of business process analysis and/or business application experience, required
• Ten (10) or more years of experience with ERP or CRM Products required
• Seven (7) more years of practice management, required
• Three (3) or more years experience with NetSuite, required
• Some client facing best practice consulting experience, preferred
  
  
  

License/Certifications

• One or more current business applications technology certifications, preferred
  
  
  

Software

• ERP Experience (NetSuite, Microsoft, Sage, SAP), required
• Microsoft Visio, PowerPoint, Word, and SharePoint, required
• Smartsheet, preferred
• CRM experience (Microsoft Dynamics 365 or Salesforce), preferred
• Enterprise software strategy, selection, and implementation experience, preferred
  
  
  

Language

• N/A
  
  
  

Other Knowledge, Skills, & Abilities

• Strong analytical, problem solving, facilitation, documentation, and communication skills
• Excellent communication and presentation skills, both verbal and written
• Excellent interpersonal and customer relationship skills
• Business process analysis, design, and process flow skills
• Excels at operating in a fast-paced technical environment
  
  
  

Keywords: NetSuite, Sage, SAP, Salesforce, Sales Cloud, Service Cloud, Marketing Cloud, Business Central, Microsoft Dynamics Business Central, Microsoft Dynamics Finance & Operations, Microsoft Dynamics 365, Dynamics 365 CRM, Microsoft Customer Experience Platform, Business Analyst, BA, Enterprise Tester, Requirements Gathering, User Experience, User Enablement, Data Visualization, Software, Definition, Custom Applications, Data Analytics, Cloud Strategy, SharePoint, Office 365, O365, SFDC, D365, Acumatica

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range: $175,000 - $290,000

Maryland Range: $175,000 - $290,000

NYC/Long Island/Westchester Range: $175,000 - $290,000

About Us

Join us at BDO, where you will find more than a career, you’ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.

At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.

BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.

We Are Committed To Delivering Exceptional Experiences To Middle Market Leaders By Sharing Insight-driven Perspectives, Helping Companies Take Business As Usual To Better Than Usual. With Industry Knowledge And Experience, a Breadth And Depth Of Resources, And Unwavering Commitment To Quality, We Pride Ourselves On

• Welcoming diverse perspectives and understanding the experience of our professionals and clients
• Empowering team members to explore their full potential
• Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
• Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
• Focus on resilience and sustainability to positively impact our people, clients, and communities
• BDO Total Rewards that encompass so much more than traditional “benefits.” Click here to find out more!
• Benefits may be subject to eligibility requirements.
  
  
  

Equal Opportunity Employer, including disability/vets

Click here to find out more!

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

"BDO USA, P.A. is an EO employer M/F/Veteran/Disability"

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Accounting/Auditing

• Industries

  Accounting

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