Platform Consultant

Eton Solutions LP; North Carolina; On-site; USD 90,000 - 130,000; Full time

Job summary

Eton Solutions LP is seeking a Platform Consultant to help our clients maximize value from our accounting and investment ERP platform. You will configure environments, guide product usage, train end users, and drive workflow improvements to boost adoption and efficiency.

The role partners with Client Success, Product, Implementation, and Support teams to deliver a seamless client experience across the customer lifecycle. Freshers welcome within 0–2 years of ERP-related experience.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, Information Systems, or a related field.
• Freshers, 0-2 years of relevant experience in ERP consulting, public accounting, financial software, client services, or a related role.
• Experience supporting accounting, tax, investment management, or ERP platforms.
• Strong understanding of accounting, financial reporting, and operational business processes.
• Demonstrated ability to configure business applications and translate client requirements into practical soluti ons.
• Strong analytical, troubleshooting, and problem-solving skills.
• Excellent communication skills with the ability to work directly with business users and technical teams.
• Ability to manage multiple client priorities in a fast-paced, client-focused environment.

Responsibilities

• Serve as the primary functional resource for assigned clients, providing day-to-day guidance on platform capabilities and best practices.
• Configure, troubleshoot, and optimize client environments to support accounting, investment, and operational workflows.
• Assist clients with platform usage, reporting, workflow improvements, and user adoption initiatives.
• Investigate client questions and issues, recommend solutions or workarounds, and coordinate with internal teams when escalation is required.
• Monitor client platform usage and identify opportunities to improve efficiency, automation, and overall system utilization.
• Support the Client Strategy & Success Manager in executing client success plans, roadmap initiatives, and business objectives.
• Deliver client training, product demonstrations, and knowledge transfer sessions to end users and administrators.
• Assist with implementation activities, feature rollouts, upgrades, and transition to ongoing business-as-usual support.
• Document client configurations, business processes, and recommendations to ensure continuity and knowledge sharing.
• Provide feedback to Product and Implementation teams on client requirements, enhancement requests, and opportunities to improve the platform

Skills

ERP consulting

Accounting knowledge

Financial reporting

Business process

Problem solving

Analytical skills

Communication

Multi-tasking

Training delivery

Education

Bachelor's degree in Accounting/Finance/Business/IS

Job description

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The Platform Consultant is responsible for helping clients maximize the value of our accounting and investment ERP platform through hands-on configuration, product guidance, user support, and process optimization. Reporting to the Client Strategy & Success Manager, this role partners closely with clients to understand their business processes, provide functional expertise, resolve platform-related challenges, and deliver practical solutions that drive user adoption and operational efficiency. The Platform Consultant collaborates with Client Success, Product, Implementation, and Support teams to ensure a seamless client experience throughout the customer lifecycl

e.
Responsibilit

• iesServe as the primary functional resource for assigned clients, providing day-to-day guidance on platform capabilities and best practic
• es.Configure, troubleshoot, and optimize client environments to support accounting, investment, and operational workflo
• ws.Assist clients with platform usage, reporting, workflow improvements, and user adoption initiativ
• es.Investigate client questions and issues, recommend solutions or workarounds, and coordinate with internal teams when escalation is requir
• ed.Monitor client platform usage and identify opportunities to improve efficiency, automation, and overall system utilizati
• on.Support the Client Strategy & Success Manager in executing client success plans, roadmap initiatives, and business objectiv
• es.Deliver client training, product demonstrations, and knowledge transfer sessions to end users and administrato
• rs.Assist with implementation activities, feature rollouts, upgrades, and transition to ongoing business-as-usual suppo
• rt.Document client configurations, business processes, and recommendations to ensure continuity and knowledge shari
• ng.Provide feedback to Product and Implementation teams on client requirements, enhancement requests, and opportunities to improve the platfo

rm.
Qualificat

• ionsBachelor's degree in Accounting, Finance, Business, Information Systems, or a related fi
• eld.Freshers, 0-2 years of relevant experience in ERP consulting, public accounting, financial software, client services, or a related r
• ole.Experience supporting accounting, tax, investment management, or ERP platfo
• rms.Strong understanding of accounting, financial reporting, and operational business proces
• ses.Demonstrated ability to configure business applications and translate client requirements into practical soluti
• ons.Strong analytical, troubleshooting, and problem-solving ski
• lls.Excellent communication skills with the ability to work directly with business users and technical te
• ams.Ability to manage multiple client priorities in a fast-paced, client-focused environm