remote
AI and Business Systems Advisory Manager
AI and Business Systems Advisory Manager
AI and Business Systems Advisory Manager role focuses on strategic partnerships with clients, leveraging AI and Machine Learning expertise, and utilizing AWS technology to drive business growth and innovation.
About the role
- 5+ years of experience working with NetSuite, ERP systems, or CPA/financial systems in a consulting, advisory, implementation, or administration capacity.
- Experience with ERP implementations, integrations, system optimization, and business process improvement.
- Strong understanding of accounting operations, financial workflows, and business systems architecture.
- Experience with data flows, APIs, integrations, and automation tools.
- Strong communication and client relationship skills with the ability to translate technical concepts into business solutions.
- Organized, self-directed, and comfortable managing multiple projects and clients simultaneously.
- CPA licensed
- NetSuite certifications or experience as a NetSuite Administrator, Functional Consultant, or Solution Architect.
- Ability to write and troubleshoot code/scripts related to integrations, workflows, reporting, or system customizations.
- Experience with middleware/integration platforms and automation tools.
- Experience advising clients on software selection and technology strategy.
- Familiarity with AI tools, workflow automation, and operational efficiency initiatives.
- Lead ERP and business systems advisory engagements with a primary focus on NetSuite environments.
- Assist clients with software selection, implementation planning, system optimization, and digital transformation initiatives.
- Design and manage integrations between ERP systems and third-party applications.
- Develop and maintain workflows, automations, scripts, dashboards, and reporting solutions.
- Analyze and improve client operational processes through process engineering and systems alignment.
- Support clients with functional consulting, administration, troubleshooting, and ongoing system enhancements.
- Build and document scalable data flows and operational procedures.
- Collaborate with internal teams and client leadership to identify opportunities for AI and automation-driven efficiencies.
- Provide strategic recommendations that improve reporting, operational visibility, scalability, and decision-making.
- Stay current on emerging technologies, ERP trends, and AI-enabled business solutions.
- Successfully leading ERP and systems advisory projects that improve operational efficiency and scalability for clients.
- Building trusted advisor relationships with clients and internal stakeholders.
- Delivering high-quality technical and strategic solutions with strong client satisfaction.
- Identifying automation and AI opportunities that create measurable business value.
- Supporting the growth and expansion of Tanner’s Advisory and Technology Consulting capabilities.
- The best training through Tanner LLP, Allinial Global, and other quality providers
- Open PTO policy, paid holidays, and a company wide shut down between the week of