Wipfli is a professional services firm focused on creating exceptional impact and extraordinary results. The Senior Consultant will develop and provide solutions for clients pursuing operational excellence and technical solutions, manage project delivery, and maintain client relationships.
Responsibilities:
- Manage end‑to‑end project delivery by effectively managing clients’ expectations that include work plans, budgets, timelines, and quality expectations while monitoring progress to ensure projects are completed on time and within budget
- Aligning Wipfli’s capabilities to deliver solutions that meet clients’ business objectives and achieve high user adoption
- Manage complex stakeholder, vendor and team relationships
- Support change management efforts by tracking scope, monitoring out‑of‑scope requests, and assisting with Change Orders to ensure impacts are properly communicated and managed
- Leads and participates in research and development and foundational efforts to position the team to learn, develop and deliver innovative solutions to the market
- Lead project setup activities, including project tools, folders, and resource coordination
- Support project handoff, kickoff facilitation, and transition activities between implementation and support
- 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, and working sessions
- Prepare and distribute regular project status updates to internal and external stakeholders
- Manage case and task intake, including oversight of unassigned work and case queues to ensure timely assignment and resolution
- Partner with Project Leads to ensure consultants are clear on ownership, expectations, and delivery timelines
- Drive consultant and project accountability by tracking task progress, reinforcing due dates, proactively identifying delivery risks, and escalating issues as needed to keep projects on schedule and within budget
- Monitor work in progress (WIP) and collaborate with Engagement Managers on billing, utilization, or scope concerns
- Support team effectiveness by helping identify and close delivery or knowledge gaps through coordination or escalation
- 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