Jobs at Unanet

Leads B2B CRM implementations from discovery through adoption. Translates client goals into project plans, manages scope, budgets, timelines, risks, and delivery teams, configures Unanet CRM, coordinates data migration and integration, provides demonstrations and training, monitors professional services outcomes, and resolves escalations. Requires strong project management, client communication, and organizational skills, with travel up to 25% annually.

Own a defined ERP product domain within a cross-functional pod, leading problem framing, PRDs, prototyping, delivery, validation, and post-launch iteration. Translate customer and market insights into product strategy, roadmaps, requirements, and measurable outcomes. Drive AI-assisted product development, including agentic workflows and LLM experiences, while supporting launches, adoption, customer feedback, and stakeholder alignment.

Lead AI-driven business transformation for architecture and engineering customers using Champ for ERP. Identify high-value workflows, redesign processes, facilitate discovery and executive sessions, launch AI-enabled use cases, drive adoption and behavior change, define success metrics, and guide measurable value realization. Collaborate with Customer Success, Professional Services, Product, Support, and Sales to improve onboarding, create reusable playbooks, and support expansion.

Lead and deliver Unanet ERP implementations and short-duration consulting engagements for government contracting customers. Gather requirements, configure systems, load data, support month-end close and reconciliations, train users, and drive adoption. Manage scope, timelines, risks, dependencies, and multiple concurrent customer projects while partnering with project managers and internal teams. Contribute to implementation methodology improvements and maintain expertise in Unanet functionality.

Leads Unanet’s internal data strategy and architecture for enterprise AI. Defines the shared data foundation, target architecture, governance standards, roadmap, and reusable approaches for AI assistants, agents, and workflows. Evaluates platforms and integration options, validates technical solutions, and coordinates IT, Security, Legal, Engineering, business owners, and system specialists. Advises senior leaders, establishes data quality and stewardship requirements, and helps determine when data is ready to support scalable AI initiatives.

Manage a portfolio of mid-market B2B SaaS customers, driving adoption, retention, renewals, expansion, and measurable business outcomes. Build executive relationships, create strategic account success plans, monitor customer health, lead executive business reviews, identify risks and growth opportunities, and collaborate cross-functionally with Sales, Product, Support, Professional Services, Finance, and Marketing. Serve as the customer advocate and trusted strategic advisor.

Lead end-to-end Unanet SaaS implementations, manage scope/timeline/budget, create project artifacts, communicate with stakeholders, mitigate risks, manage multiple client implementations, drive customer satisfaction, and own change, scope, budget, and forecasting.

Lead end-to-end Unanet ERP implementations for AEC clients: discovery, configuration, data migration, training, testing, go-live, and month-end support. Translate business and accounting requirements into scalable solutions, drive change management and adoption, mentor junior consultants, and use AI tools and automations to improve delivery. Travel up to 30% to support client engagements.