Job Description

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process:

After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization.

Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with any questions or additional information to ensure a seamless and effective referral experience.

Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process. If you would like to read more about referral bonus eligibility, please visit InSite: Referral Bonus Program Eligibility

Responsibilities

Under the direction of a Manager, or Senior Manager/Director, the Senior Consultant will develop and provide solutions for clients pursuing operational excellence and/or technical solutions. They will be self- managed for long periods and interface regularly with clients and others outside of Wipfli. Help lead and shape the delivery resources, in accordance with firm policies and procedures. If not leading people or business development efforts, will be focused on expanding technical solutions across Wipfli's footprint. Essential 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.

Knowledge, Skills and Abilities

Required Qualifications: - 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 Preferred Qualifications: - 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. Damian Kauffman, from our recruiting team, will be guiding you through this process. Visit his LinkedIn page to connect! #LI-Remote #LI-DK1

Additional Details

Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws. Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at hr@wipfli.com Wipfli values fair, transparent, and competitive compensation, considering each candidate's unique skills and experiences. The estimated base pay range for this role is $88,000 to $118,000, with offers typically not made at the maximum, allowing for future salary increases. The actual salary at the time of offer depends on business related factors like location, skills, experience, training/education, licensure, certifications, business needs, current associate pay, and relevant employment laws. Individuals may be eligible for an annual discretionary bonus, subject to participation rules and based on a variety of factors including, but not limited to, individual and Firm performance. Wipfli cares about our associates and offers a variety of benefits to support their well-being. Highlights include 8 health plan options (both HMO & PPO plans), dental and vision coverage, opportunity to enroll in HSA with potential Firm contribution and an Employee Assistance Program. Other benefits include firm-sponsored basic life and short and long-term disability coverage, a 401(k) savings plan & profit share as well as Firm matching contribution, well-being incentive, education & certification assistance, flexible time off, family care leave, parental leave, family formation benefits, cell phone reimbursement, and travel rewards. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D. Eligibility for all benefits programs is dependent on annual hours expectation, position status/level and location. Wipfli offers flexibility for many positions to be performed remotely; please discuss your work preferences with your recruiter during the interview process. "Wipfli" is the brand name under which Wipfli LLP and Wipfli Advisory LLC and its respective subsidiary entities provide professional services. Wipfli LLP and Wipfli Advisory LLC (and its respective subsidiary entities) practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients. Wipfli Advisory LLC and its subsidiary entities are not licensed CPA firms.