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Robert Half Logo Robert Half · IT - Software Development

Erp/crm Consultant

United States, East Elmhurst Employment contract · Job Posted June 09, 2026
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Job Description

We are looking for an ERP/CRM Consultant to join a team in East Elmhurst, New York on a contract-to-permanent basis. This role focuses on improving finance-related automation workflows, partnering with business and technical stakeholders, and identifying opportunities to strengthen process efficiency. The ideal candidate brings hands-on experience with UiPath, can assess existing solutions with a critical perspective, and communicates effectively with both operational teams and leadership.

Job Responsibility

  • Review current automation workflows and identify practical improvements that enhance efficiency, accuracy, and usability
  • Partner with accounts payable, accounts receivable, finance, and IT teams to gather needs and translate them into well-defined technical solutions
  • Design, refine, and support robotic process automation initiatives using UiPath and related enterprise technologies
  • Evaluate business processes to uncover optimization opportunities and recommend automation strategies aligned with operational goals
  • Create clear process documentation, technical specifications, and workflow materials to support maintenance and future enhancements
  • Communicate project updates, solution design decisions, and process impacts to finance stakeholders and leadership in an understandable manner
  • Support integration efforts across ERP and CRM environments, including enterprise platforms such as JD Edwards when applicable
  • Contribute to intelligent automation initiatives involving AI-driven or agent-based workflows and document processing capabilities such as OnBase, cloud platforms, or document understanding tools

Requirements

  • Hands-on experience building or supporting automation solutions with UiPath
  • Background in finance or accounting, with strong preference for accounts payable experience
  • Ability to analyze existing automations, understand process logic, and recommend meaningful improvements
  • Strong documentation skills with experience producing business or technical process materials
  • Excellent communication skills with the ability to collaborate across finance teams, IT, and leadership
  • Experience working with ERP or CRM integrations
  • Exposure to JD Edwards is advantageous
  • Knowledge of client-side scripting, business requirements documentation, configuration management, API development, or Salesforce development is beneficial

Nice to have

  • Familiarity with AI-enabled or agentic workflow concepts in a business process environment
  • Knowledge of client-side scripting, business requirements documentation, configuration management, API development, or Salesforce development is beneficial

What we offer

  • Medical
  • Vision
  • Dental
  • Life and disability insurance
  • 401(k) plan
  • Free online training
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