Current Opportunities

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ERP Transition Project Manager

Accounting Data Processing Specialist (Excel)

About Platform Transition

We are the creators of the Platform Transition Services Industry. Our innovations help growing companies and implementation partners strategically focus by transitioning data and settings between software systems.

As a Sage Intacct® Marketplace Partner, we provide a white glove service to transition customers’ data quickly and easily to Sage Intacct from a variety of legacy systems.

Our Core Values

• We speak with one voice.
• We quickly get it done right the first time.
• We are a space where chaos fades away.
• We are responsible for the customer’s experience.
• We create solutions for the customer challenges that matter

ERP Transition Project Manager

Position Summary

We are looking to hire a fulltime Project Manager that will lead our Sage Intacct Data Migration projects, ensuring exceptional customer satisfaction. The Project Manager will be supporting multiple projects with excellent organizational, collaboration and time management skills.  In addition to customer management, the role will require all Project Managers to become trained in our data migration methodology, whereby they can process the technical data migration.

Although the company is fully remote, we have a cohesive team that remains steadfast to its core values with collaborative virtual meetings and trainings and are looking for an enthusiastic teammate to grow with us.

Responsibilities:

• Work with customers to lead and support their data migration projects
• Proactively communicate with customers and our team to achieve exceptional customer satisfaction
• Provide a sense of calm and confidence for customers with punctuality, analytical acumen, and effective presentation skills.
• Ensure customer success by being accountable, self-motivated, organized, and adaptable.
• Use Clickup and other systems to keep workflow processes organized and transparent
• Utilize and follow Platform Transition’s methodology and knowledge repository to achieve successful customer outcomes
• Develop and maintain competence around data extraction and report manipulation of various accounting systems.
• Develop and maintain competence around the setup and use of Sage Intacct.
• Develop competence in migration utility modification and loading processes
• Perform financial report validation and data review
• Attend and contribute to the company’s weekly virtual meetings and training

Pay: $60,000-$100,000 per year

Benefits:

• Fully Remote
• Flexible Schedule
• Paid Time off
• Profit Sharing

Qualifications

• Bachelor’s Degree in Accounting/Finance or equivalent work experience
• 2-4 years of experience in project management of ERP applications
• Minimum 2 years working with Sage Intacct (Implementation or End User)
• Advanced proficiency with Excel

Other Preferred Qualifications

• Sage Intacct Certifications
• CPA

Please provide a resume and cover letter to hr@platformtransition.com

Accounting Data Processing Specialist (Excel)

Position Summary

We are looking to hire a fulltime Data Migrator that will provide back-office support to client-facing project team members transitioning clients’ financial ERP data. This will include the extraction, mapping, templating, processing, validation, loading, and error handling of data. Although the company is fully remote, we have a cohesive team that remains steadfast to its core values with collaborative virtual meetings and trainings and are looking for an enthusiastic teammate to grow with us.

Roles & Responsibilities

• Collaborate with Project Managers and other team members to facilitate a seamless and consistent process
• Manage data and work product in excellence, upholding our core value of “quickly get it done right the first time.”
• Support the team working on multiple concurrent projects by being accountable and self-directed with strong organizational and time management skills
• Utilize and follow Platform Transition’s methodology and knowledge repository to achieve successful customer outcomes
• Develop and maintain expertise around data extraction and report manipulation of multiple accounting and ERP systems.
• Manipulate and process data with Excel, Access, and SQL
• Develop and maintain expertise around in migration utility modification and loading processes.
• Upload data into target ERP systems
• Resolve load errors and validate results for quality control
• Attend and contribute to the company’s weekly virtual meetings and trainings

Qualifications

• 4 years work experience in management information systems, data science, or bookkeeping
• Advanced skills in MS Excel
• Intermediate skills in MS Access
• Two (2) year of experience with Visual Basic
• Experience with SQL preferred
• Understanding of basic accounting principles is a plus.
• Good written and oral English communication skills
• Flexible schedule but available during US Eastern time

Pay:  $20-$25 per hour

Please provide a resume and cover letter to hr@platformtransition.com