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About the Role

The Senior Consultant will develop and provide operational excellence and/or technical solutions for clients. They will be self-managed, interface regularly with clients and external parties, and help lead delivery resources. If not leading people or business development, the focus will be on expanding technical solutions across Wipfli's footprint.

Responsibilities

• Manage end to end project delivery by effectively managing clients’ expectations that include project plans, budgets, timelines, and quality expectations
• Serve as the primary point of contact for NetSuite Account Managers and internal stakeholders including the planning, scheduling, and facilitation of client meetings, including kickoffs, status meetings, account reviews, and working sessions.
• Drive consultant and project accountability by tracking task progress, manage case queues, reinforcing due dates, proactively identifying delivery risks, and escalating issues as needed to keep projects on schedule and within budget.
• Partner with Project Leads to ensure consultants are clear on ownership, expectations, and delivery timelines.
• Monitor work in progress (WIP) and collaborate with Engagement Managers on billing, utilization, or scope concerns.
• Proactively reach out to clients to assess needs, collect feedback, and identify opportunities to enhance client experience.
• Manage a high volume of clients with varying levels of size, complexity, and support, ensuring consistent and high-quality service delivery.

Requirements

• Bachelor’s Degree or an equivalent combination of education and experience.
• 5+ years’ experience in a professional services firm or 5+ years of private industry experience focused on appropriate technical area with 1+ years in professional services.
• 5+ years of project management experience required.
• ERP implementation and project management experience required, NetSuite strongly preferred.
• Experience in managing a team comprised of business analyst(s), developer(s), and solution architect(s) to efficiently deliver projects
• Demonstrated high competency in project management resulting in high levels of customer satisfaction
• Experience managing or supporting a high volume of clients and tasks
• Strong customer service and client relationship management skills
• Bachelor’s Degree in related field
• Works towards obtaining additional appropriate advanced certifications.
• Working knowledge of software development lifecycle including Agile methodology
• Experience working in the healthcare and distribution industries preferred
• Understanding of budget analysis and project planning
• Training, support or consulting advisory experience.
• Experience with compliance or professional standards associated with area of expertise.

Skills

• NetSuite
• Project Management
• ERP implementation
• Customer Service
• Client Relationship Management
• Agile methodology

Location

• Remote

Work Type

• Remote
• Full-time

Experience Level

• Senior

Education Level

• Bachelor's Degree

Salary/Compensations

• $88,000 to $118,000

Benefits

• 8 health plan options (both HMO & PPO plans)
• Dental and vision coverage
• HSA with potential Firm contribution
• Employee Assistance Program
• Firm-sponsored basic life and short and long-term disability coverage
• 401(k) savings plan & profit share with Firm matching contribution
• Well-being incentive
• Education & certification assistance
• Flexible time off
• Family care leave
• Parental leave
• Family formation benefits
• Cell phone reimbursement
• Travel rewards
• Critical illness & accident insurance
• Hospital indemnity insurance
• Legal
• Long-term care
• Pet insurance
• ID theft protection
• Supplemental life/AD&D

About the Company

• At Wipfli, people count. Wipfli's people are core to everything they do—the catalyst behind their ability to create exceptional impact and extraordinary results.
• Wipfli believes in flexibility. They focus on relationships and encourage each individual to follow their own path.
• Wipfli offers a career-defining opportunity for those looking to make a difference and find a professional home.
• "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services.
• Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.

Equal Opportunity

• Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
• Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com