Senior Consultant | NetSuite

CBIZ

San Francisco, UShybridPosted Jun 30, 2026
Posting intelligenceActively listedReposted 3×, possible evergreen/ghost posting

Skills

netsuitetableaugo

About the role

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.

CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

Minimum Qualifications

Bachelor’s degree in relevant field

3 years of relevant work experience

Achieve professional certifications relative to area of expertise, must have and preserve required licenses

Must possess analytical skills

Proficient use of applicable technology

Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

Must be able to travel based on client and business needs

We are seeking a NetSuite Functional Senior Consultant to lead ERP implementations and help clients modernize finance and operations through AI, automation, and data-driven insights.

This role extends beyond implementation - you’ll partner with clients to improve processes and operating models, connect business and technology, and deliver practical, scalable solutions.

Essential Functions and Primary Duties

Lead end-to-end NetSuite implementations (design, configuration, testing, go-live)

Co-create solutions with finance, operations, and IT stakeholders

Configure NetSuite across core modules (Financials, O2C, P2P, Inventory, etc.)

Drive delivery outcomes - managing scope, risks, and key decisions

Lead data migration, validation, and reconciliation across legacy and target systems for accurate, audit-ready deployments

Design reporting, dashboards, and insights for business decision-making

Identify and embed AI and automation opportunities (forecasting, workflows, copilots)

Partner with technical teams on integrations and solution architecture

Build client relationships and support change, training, and adoption

Mentor junior team members and support a collaborative team culture

5–8+ years of NetSuite ERP implementation experience in functional consulting, solution design, or business transformation roles

Strong background in finance and operational processes, including record-to-report, order-to-cash, procure-to-pay, and inventory

Hands-on experience with NetSuite configuration, business process design, and workshop facilitation

Ability to translate business requirements into scalable, practical solution designs

Experience leading complex, cross-functional initiatives involving multiple stakeholder groups

Strong communication, documentation, and client-facing presentation skills

Industry subject matter expertise in one or more sectors such as software/SaaS, professional services, distribution, manufacturing, or nonprofit

Demonstrated ability to serve as a trusted advisor by bringing industry perspective and practical leading practices to client solution design

Experience with AI, automation, or analytics in business environments

Familiarity with Copilot, ChatGPT, Power Automate, Celigo, Power BI, Tableau, and MCP connectors to NetSuite

Ability to identify and apply AI use cases that drive business value

Preferred Qualifications

NetSuite ERP Consultant Certification preferred; additional NetSuite certifications beneficial

CPA Certification

Industry Subject Matter Expertise

Experience in consulting or advisory roles

Exposure to multi-subsidiary (OneWorld) environments

Experience in fast-paced or high-growth organizations

Why Join Us

Work on next-generation ERP + AI transformation

High-impact role with direct client ownership

Collaborative, people-first culture with strong mentorship

Opportunity to shape how businesses adopt ERP, data, and AI together

What Success Looks Like

High customer satisfaction reflected in strong feedback, trusted relationships, and repeat business opportunities

Successful, highly adopted implementations

Strong, trusted client partnerships

Practical AI and automation embedded in workflows

A team that grows stronger together

Questions about this role

Click "Apply with AI Applyd" above. We auto-fill the application from your resume and answer screening questions in seconds. No copy and paste, no juggling tabs.

Compensation for Consultant roles in United States varies widely by seniority, employer size, and remote vs onsite arrangement. Check the salary range on this listing when published, or browse our Consultant hub for United States medians across recent openings.

Most applications complete in under 90 seconds. You can track the status in your dashboard and watch the screenshot proof land the moment the application submits.

AI Applyd supports Greenhouse, Lever, Ashby, Workday, iCIMS, SmartRecruiters, Personio, Teamtailor and other major ATS platforms. If we can submit through the platform, we do.

Want AI Applyd to auto-apply to roles like this?

We tailor your resume per posting, fill the forms, and track replies for you.