Job Description
Job Summary :
The ERP Process and Functional Subject Matter Expert (SME) provides structured discipline to guide and direct business analysis, business rules, processes and capabilities implementation for the technology stack employed by Helix Traffic Solutions (HTS) in delivering value to its people, customers and suppliers. This role provides the necessary insights and direction to deliver to the Enterprise Resource Planning (ERP) platform, Oracle NetSuite, as well as related systems implementation teams, of which the SME is an integral component, the expected value to HTS’s people, customers and suppliers. The SME will integrate their work effort with all implementation teams as well as support the post-implementation of any process and technology solutions.SME is expected to work alongside any third-party contractors and consultants and provide the enterprise’s view in developing needs assessments and business requirements as well as potential solution configurations. The SME role is expected to be a full-time position.
Duties / Responsibilities :
Subject Knowledge
- Demonstrated understanding of end-to-end business processes, spanning customer engagement, quoting, contracting, fulfillment, billing, and post-delivery support
- Ability to recognize how core processes vary by business model, including both product-based and service-based operations such as traffic control services, maintenance programs, construction projects, and long-term service contracts
- Strong grasp of key operational and financial performance metrics, including sales pipeline health, service utilization, project profitability, and customer satisfaction indicators
- Comprehensive understanding of how enterprise applications and systems integrate—for example, CRM, ERP, finance, marketing automation, and customer service platforms—to enable seamless data flow and process visibility across the organization
- Proven ability to collaborate with cross-functional stakeholders to gather requirements, define future-state processes, and document system and reporting needs that align with business objectives
Project Engagement
Collaborate closely with business and functional leaders, IT teams, and key stakeholders to define and document end-to-end business requirements—encompassing sales, service delivery, inventory, operations, and financial processes—to ensure data and system design align with enterprise goalsIdentify process improvement opportunities and recommend technology-enabled solutions that enhance efficiency, standardization, and scalability across departmentsEnsure selected technologies support core business processes such as lead and opportunity management, quoting, order processing, work order management, fulfillment, and invoicingValidate that technology solutions also enable field and operational processes, including scheduling, dispatch, resource allocation, route optimization, and field data captureServe as a key Subject Matter Expert (SME) in configuring technology solutions to meet cross-functional business needs, maintaining alignment between process design, data flow, reporting, and compliance requirementsConduct comprehensive end-to-end testing of business scenarios—spanning quote-to-cash, procure-to-pay, and plan-to-fulfill—identifying and resolving issues to ensure functionality meets real-world business expectationsLead and participate in User Acceptance Testing (UAT), ensuring workflows perform as intended across modules (e.g., quoting, work orders, inventory, costing, reporting)Design and manage UAT test cases and success criteria, ensuring validation of both functional and data integrityPartner with other functional leads to ensure accurate and seamless data integration across systems for job costing, inventory tracking, and financial reportingCollaborate with business partners to ensure e-commerce, customer portal, and external system integrations align with standardized data and operational modelsDocument pre- and post-implementation process maps, illustrating the evolution from current to future-state workflowsProactively identify and communicate business or project risks, recommending mitigation strategies and sustainable process solutionsPromote the adoption of standardized, out-of-the-box ERP functionality over customizations to preserve long-term system integrity and upgradeabilityContribute to the development of training materials and user enablement frameworks, ensuring operational readiness and consistent adoption of the new processes and toolsOngoing efforts for Sales Operations SME :
Support Day-to-Day Operations : Oversee daily operations of live ERP functionalities, ensuring system stability, data integrity, and efficient business process execution across all integrated functions (sales, service, operations, finance, and supply chain)Continuous Process Optimization : Lead ongoing evaluation and enhancement of end-to-end processes—such as lead-to-cash, order-to-fulfill, and project-to-invoice—ensuring alignment with evolving business objectives and industry best practicesData Stewardship Leadership : Provide direction and governance for data stewardship activities, ensuring consistent management of master and transactional data across domains (customers, vendors, items, pricing, and financials). Promote standards that enhance accuracy, compliance, and enterprise reporting qualityAccountability & Financial Integrity : Champion accountability in data entry, process adherence, and financial reporting. Partner with Finance and Operations teams to reinforce transparency, traceability, and compliance with internal controls and audit requirementsStakeholder Support & Documentation : Serve as a second-line support and escalation point for end users, providing documentation, troubleshooting guidance, and process insights to maintain efficient and compliant operationsERP & Technology Awareness : Stay informed on ERP platform updates, new features, and integration capabilities that impact operational, financial, or field service processes. Evaluate their applicability for continuous improvementInnovation & Enhancement Recommendations : Identify and propose enhancements, automation opportunities, or feature adoption that increase productivity, streamline workflows, and drive business valueChange Management Enablement : Support organizational readiness for new releases or process changes by coordinating communications, impact assessments, and user adoption strategies across business unitsTraining & Knowledge Transfer : Develop and deliver ongoing training programs, user guides, and quick-reference materials to sustain competency and promote a culture of continuous learning across the enterpriseData & System Integrity Validation : Coordinate regression testing and validation activities during ERP upgrades, patches, or configuration changes to ensure seamless operation and accurate data flow across dependent processesCollaborate and foster teamwork across functional team, departments, and stakeholdersAny other duties as determined by the VP of ERPSkills and Qualifications :
Education : Bachelor’s degree in Computer Science, Finance, Business Administration, or related field. A master’s degree and professional certifications are a plus but not required.
Experience :
5+ years of experience in data management or systems administration as a practitioner3+ years of experience with ERP systems implementation and upgrade projects, preferably with specific Oracle NetSuite, Dayforce HRIS, and Microsoft Power BI experience a plusStrong team leadership and team dynamicsProven ability to work across functional teams and interact with senior leadershipTechnical Skills :
Strong understanding of ERP platforms and modules (financials, HR, supply chain, etc.)Strong capability in people-oriented change management of technology implementationsFamiliarity with database management, system integrations, and data migration processesFamiliarity with system administration, configuration, and user managementLeadership and Communication :
Strong project activity and task management skills with experience using predictive and / or adaptive methodologiesExcellent written and verbal communication skills to interact with all levels of the organizationAbility to translate technical concepts into business terms for non-technical stakeholdersProblem-Solving :
Strong analytical and problem-solving skills to address system issues and user concernsAbility to prioritize tasks, manage multiple projects, and meet deadlines in a fast-paced environmentCertifications :
Certifications related to specific ERP platforms (e.g., SAP, Oracle, Microsoft Dynamics) are highly desirableKey Performance Indicators (KPIs) for the Process and Functional Analysis
ERP project delivery on time, on scope, and within budgetUser satisfaction and adoption rates allow productivity gains within 60 days of system launch.Data accuracy and integrity metrics.Number of or severity of system issues resolved within defined SLAs (TBD during the program design based on current baseline)System uptime and performance