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Posted Apr 8, 2026

ERP & Financial Systems Migration Consultant (Path to Lead / Partner)

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About the Role Boosted CRM Consulting is expanding into larger ERP and financial system projects and is looking for an experienced ERP Migration & Financial Systems Consultant to join us. We specialize in helping companies transition from legacy systems (Sage, QuickBooks Desktop, SAP, ACT, Goldmine, Dynamics, etc.) into modern cloud platforms like Zoho, NetSuite, and other cloud ERPs. This is not a typical contract role. We are looking for someone who wants to grow into a lead consultant and potentially a partner as we scale. What You’ll Do ERP & Data Migration Lead or support migrations from legacy systems (Sage, SAP, QuickBooks Desktop, Dynamics GP/NAV, ACT, GoldMine, etc.) Analyze financial data structures and map them into modern systems Ensure accuracy of financial reports post-migration (P&L, Balance Sheet, Trial Balance) Client-Facing Consulting Join discovery and pre-sales calls Help define migration strategy and scope Work directly with business owners, finance teams, and stakeholders System Implementation Configure ERP/CRM systems Support integrations, automation, and reporting Work with technical teams to deliver complete solutions What We’re Looking For Experience with legacy accounting/ERP systems (Sage, SAP, QuickBooks Desktop, Dynamics, or similar) Strong understanding of: Chart of accounts Financial reporting Data migration processes Experience working with clients directly Ability to translate business + accounting needs into technical solutions Ideal Background 5+ years in ERP, accounting systems, or financial software Experience participating in or leading system migrations Comfortable in both technical and business discussions Interested in growing into a consulting leadership role Compensation & Structure $35–$40/hour (part-time to start, ~20 hours/week) Flexible schedule with EST overlap preferred Project-based bonuses tied to successful migrations Opportunity to transition into full-time role Growth Opportunity (Important) This role is designed for someone who wants more than just freelance work. As we grow: You will have the opportunity to become the lead ERP consultant Take ownership of larger migration projects Help shape our ERP practice Potentially grow into a long-term partner in the business Why Join Boosted CRM Real ownership and influence — not just execution work Direct exposure to clients and business strategy Opportunity to work on meaningful, high-impact ERP migrations Clear path to leadership and partnership Location Remote – United States preferred How to Apply Apply here or reach out directly if you have experience with ERP migrations and want to be part of building something long-term.