ERP/CRM Consultant

We are looking for an ERP/CRM Consultant to join a team in East Elmhurst, New York on a contract-to-permanent basis. This role focuses on improving finance-related automation workflows, partnering with business and technical stakeholders, and identifying opportunities to strengthen process efficiency. The ideal candidate brings hands-on experience with UiPath, can assess existing solutions with a critical perspective, and communicates effectively with both operational teams and leadership.

Responsibilities:
• Review current automation workflows and identify practical improvements that enhance efficiency, accuracy, and usability.
• Partner with accounts payable, accounts receivable, finance, and IT teams to gather needs and translate them into well-defined technical solutions.
• Design, refine, and support robotic process automation initiatives using UiPath and related enterprise technologies.
• Evaluate business processes to uncover optimization opportunities and recommend automation strategies aligned with operational goals.
• Create clear process documentation, technical specifications, and workflow materials to support maintenance and future enhancements.
• Communicate project updates, solution design decisions, and process impacts to finance stakeholders and leadership in an understandable manner.
• Support integration efforts across ERP and CRM environments, including enterprise platforms such as JD Edwards when applicable.
• Contribute to intelligent automation initiatives involving AI-driven or agent-based workflows and document processing capabilities such as OnBase, cloud platforms, or document understanding tools.

Qualifications:

• Hands-on experience building or supporting automation solutions with UiPath.
• Familiarity with AI-enabled or agentic workflow concepts in a business process environment.
• Background in finance or accounting, with strong preference for accounts payable experience.
• Ability to analyze existing automations, understand process logic, and recommend meaningful improvements.
• Strong documentation skills with experience producing business or technical process materials.
• Excellent communication skills with the ability to collaborate across finance teams, IT, and leadership.
• Experience working with ERP or CRM integrations; exposure to JD Edwards is advantageous.
• Knowledge of client-side scripting, business requirements documentation, configuration management, API development, or Salesforce development is beneficial.

Compensation

$59.38-$68.75 Hourly

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