Open Positions - Crestwood Associates

Company Overview

Crestwood Associates is an award-winning Acumatica and Microsoft certified partner with proven success in 5,000+ ERP implementations.

For more than 24 years, Crestwood has been providing innovative technology solutions to accelerate operational efficiencies for mid-market organizations. Best known for delivering unparalleled value to our clients, Crestwood is headquartered in Chicago, serves thousands of clients nationwide, and is rapidly expanding reach across the United States.

Values we live by: Work Smart | Have Fun | Deliver Results

Crestwood is currently hiring for the following position(s):

- Account Executive
- Acumatica Developer
- Acumatica Implementation Consultant
- Client Account Manager
- Project Manager
- Support Engineer

If you are interested in any of our open opportunities, please send your cover letter and resume with salary requirements to recruiting@crestwood.com. These are solely direct placement hires – only applicants should apply. No phone calls please.

Account Executive

Crestwood Account Executives are self-motivated, persuasive, and forward-thinking individuals with exceptional communication and collaboration skills. You proactively engage with business owners, C-Level executives, controllers, material managers, sales managers, production managers, etc., of small to medium-sized businesses promoting the value Crestwood Associates offers in business applications solutions. These solutions include reporting & analytics, accounting, distribution, service management, project accounting, eCommerce, and manufacturing systems, and our consulting services related to those systems.

Primary Responsibilities and Duties:

Lead Generation
- Prospect for new clients
- Attend and/or host meetings and events with prospective clients
- Participate in the formation of marketing campaigns and their subsequent execution
- Deliver lead goals based on company objectives
Revenue Generation
- Develop new sales opportunities
- Optimize sales potential with the existing client base
- Deliver revenue goals based on company objectives
Sales Pipeline Management
- Build a pipeline of accounts
- Establish good rapport with clients
- Manage accounts for long-term success
- Conduct all aspects of the sales process, from the first contact through signed agreement
- Maintain an active pipeline in Crestwood CRM system, essential to Crestwood’s forecasting, marketing, and reporting.
Sales Mastery and Innovation
- Develop high-quality and compelling presentations for prospective client meetings and marketing events
- Learn the nature of products offered at Crestwood and how they apply to our clients and prospective clients needs
- Continuously invest time to improve professional consultative sales skills via books, seminars, training sessions, etc., (Provided by Crestwood or find on your own)
- Complete any software publisher-required certifications for selling their software

Required Knowledge, Skills, and Abilities

To perform the job successfully, an individual should demonstrate the following competencies:

Initiative– Strong initiative to learn new technologies and systems as they arise in the marketplace; Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Asks for and offers help when needed.
Problem Solving– Identifies and resolves problems promptly; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem-solving situations; Uses reason even when dealing with emotional topics.
Technical Skills– Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to build knowledge and skills continuously; Shares expertise with others.
Oral Communication– Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills.
Written Communication– Writes clearly and informatively; Edits work for spelling and grammar; Presents numerical data effectively; Able to read and interpret written information.
Teamwork– Balances team and individual responsibilities; Exhibits objectivity and openness to others’ views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone’s efforts to succeed.
Organizational Support– Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization’s goals and values;
Motivation – Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Takes calculated risks to accomplish goals.
Planning/Organizing– Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives; Develops realistic action plans.
Attendance/Punctuality– Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
Dependability– Follows instructions, responds to management direction; Takes responsibility for own actions; Completes tasks on time or notifies appropriate person with an alternate plan.
Innovation– Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas

Preferred Education and Experience

Bachelor’s or Associate’s degree in business, science, or other related disciplines
Four years of experience or more in the business application software industry
Deep understanding of business applications such as ERP, CRM, and Microsoft technology stack
Experience working for a company using software products similar to those represented by Crestwood

Physical Demands

The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of the job, the employee is regularly required to talk and hear. Employee is often required to sit and use their hands and fingers to type, handle and feel. The employee is occasionally required to stand, walk, and reach with arms and hands.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The position requires the employee to travel to and work in different client locations in different work environments. Some work may be done from a home office. While performing the duties of this Job, the employee is occasionally exposed to moving mechanical parts and vibration. The noise level in the work environment is usually moderate.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice as necessary to meet the needs of the business.

Acumatica Developer

An innovative, high attention to detail, and methodically minded developer who is a stickler for precision and accuracy. You enjoy checking off the task list and you feel great success when you solve big problems and gain new knowledge along the way.

Primary Responsibilities and Duties:

Collaboration with management to identify end-user requirements
Produce efficient and elegant code based on requirements
Test and deploy software
Troubleshoot, debug, maintain, and improve software
Technical documentation to guide future software development

Here’s your education, skills, and experience

2+ yrs Acumatica Customization Experience, required
2+ yrs Acumatica Framework Development Experience, required
2+ yrs C#, SQL Server/TSQL, .NET Framework, required
ERP software experience/accounting knowledge, required
Experience providing estimates of effort on projects
Familiarity with Git or other source code control tools
Web Design/Development is a plus
Report Writing experience is a plus

Supervisory Responsibility

This position has no supervisory responsibilities.

Physical Demands

The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of job, the employee is regularly required to talk and hear. The employee is often required to sit and use their hands and fingers to type, handle and feel. The employee is occasionally required to stand, walk, and reach with arms and hands.

Work Environment

This is a 100% remote position

Acumatica Implementation Consultant

Crestwood Acumatica Implementation Consultants are collaborative, highly organized, detailed, and efficient individuals. They plan and manage all aspects of Acumatica Cloud ERP implementations, acting as a key advisor, product advocate, and a project implementation resource.

Primary Responsibilities and Duties:

Key Advisor

Provide ongoing functional support to Acumatica clients in support of the Crestwood Support Team
Work independently to accomplish implementation tasks and collaborate effectively with implementation team to meet the client’s business needs and expectations.
Prioritize and plan individual calendar and schedules, coordinating client and Crestwood facing meetings/calls.

Project Implementation Resource

Serve as an Acumatica ERP systems analyst for the purpose of solution implementations and issue resolution
Implement multiple suites of modules within the current Acumatica software solution with a strong working knowledge and experience in the appropriate business modules, this includes:

- Financials (mandatory)
- Distribution
- Project
- Field Service
- Manufacturing
- Payroll

Execute end to end project implementation involvement from client introductions, kick off, training, configuration workshops, data migrations, acceptance testing, go live preparations, and go live support
Maintain weekly project documentation and time/expense entries for project management and invoice processing.

Product Advocate

Obtain appropriate 3rd party certifications as deemed appropriate
Become certified and expert on the assigned software systems assigned. This would include any software publisher required certifications that may be necessary to promote a publisher’s product.
Update appropriate Crestwood crew members of system capabilities as they may be pre-released by the software publishers when available
Continuously invest time to improve professional skills via books, seminars, training sessions, etc. as may be suggested by your manager or as you find on your own.
Participate in team meetings and lunch and learn sessions by preparing and sharing publisher product releases and new feature sets, tips and tricks, support and bug resolution, and recent implementation walk throughs.

Supervisory Responsibility
This position has no supervisory responsibilities.

Required Knowledge, Skills, and Abilities

To perform the job successfully, an individual should demonstrate the following competencies:

Initiative – Strong initiative to learn new technologies and systems as they arise in the marketplace; Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Asks for and offers help when needed.
Problem Solving – Identifies and resolves problems promptly; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
Technical Skills – Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to build knowledge and skills continuously; Shares expertise with others.
Oral Communication – Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills.
Written Communication – Writes clearly and informatively; Edits work for spelling and grammar; Presents numerical data effectively; Able to read and interpret written information.
Teamwork – Balances team and individual responsibilities; Exhibits objectivity and openness to others’ views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone’s efforts to succeed.
Organizational Support – Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization’s goals and values.
Motivation – Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Takes calculated risks to accomplish goals.
Planning/Organizing – Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives; Develops realistic action plans.
Attendance/Punctuality – Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
Dependability – Follows instructions, responds to management direction; Takes responsibility for own actions; Completes tasks on time or notifies appropriate person with an alternate plan.
Innovation – Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas

Preferred Education and Experience

Bachelor’s degree in computer science, technology, accounting, or related field
3+ years of Acumatica software experience
5+ years software implementation experience in various ERP software solutions

Physical Demands

While performing the duties of job, the employee is regularly required to talk and hear. The employee is often required to sit and use their hands and fingers to type, handle and feel. The employee is occasionally required to stand, walk, and reach with arms and hands.

Work Environment

Work may also be done from a home office. The position may require the employee to travel to and work in different client locations in different work environments. While performing the duties of this Job, the employee is occasionally exposed to moving mechanical parts and vibration depending on client environments and travel. The noise level in the work environment is usually moderate.

Other Duties

Client Account Manager

Client Account Managers (CAM) act as a single point of contact with customers to serve as a trusted advisor. CAM’s sell portfolios of Crestwood services and internal/vendor software within designated markets to achieve license and services revenue targets. CAM’s proactively engage with prospects and build client relationships with existing or new clients to identify, progress, and transact service and software sales. This role assists in developing and facilitating the proposal process for clients including budget and pricing development, proposal writing, contract negotiations, and client presentations.

Primary Responsibilities and Duties:

Client Relationship Building and Management

Develops strong, strategic relationships with customers to identify and leverage the customers’ business goals, growth strategies and profit drivers to deliver the appropriate Crestwood value proposition sales solution strategy.
Performs critical customer analysis to identify and leverage Crestwood marketing programs to achieve growth in their customer’s solutions capability.
Responsible for handling inbound/outbound inquiries from prospective and/or existing customers via telephone, e-mail, on-line and/or chat for an assigned product line or customer.
Schedules conference calls, on-site meetings, and product demonstrations.

Sales Driven Leadership

Sells the Microsoft Dynamics GP, Dynamics SL, Dynamics CRM, Acumatica, and ISV applications to our existing clients in Illinois, Indiana, Wisconsin, and Michigan.
Sells Crestwood’s network and custom development services as opportunities arise.
Maintains 60% of your assigned clients on a supported version of Dynamics GP, Dynamics SL and/or Dynamics CRM Identifies and qualifies prospective customers, maintains customer records in a CRM System (contacts, email addresses, phone numbers, etc.). Completes required documentation and records sales prospecting activity in computer-based tracking system. Updates regular business reviews with assigned accounts to track progress toward revenue and growth goals.
Continues to develop a detailed understanding of the Dynamics GP, Dynamics SL, Dynamics CRM, and Acumatica solutions so that the application benefits can be communicated to customers.
Develops the skills and confidence required to demonstrate the Dynamics GP, Dynamics SL, Dynamics CRM, and/or Acumatica solutions to prospects.
Develops a detailed understanding of Crestwood’s partner relationships, third-party product offerings, pricing structure, sales and marketing strategies, etc.
Works with the Director of Sales/Partner and Services Team to broaden our relationship with each customer and to increase per-customer profitability.
Establishes and cultivates relationships with sales team, and delivery partners to drive demand for products or services and/or assist in closing sales.
May accompany sales team members on customer sales calls.

Financial, Marketing, and Administration Support

May assist with trade show preparation and/or digital marketing projects.
May attend customer-facing events for lead generation.
Works with Operations in properly processing sales, purchase orders, and other paperwork.
May work with accounting in helping collect accounts receivable as needed.
Prioritizes customers and opportunities with the greatest potential for success.
Closely monitors profitability by minimizing profit leaks (example: cost of sales) and maximizing gross profit.

Supervisory Responsibility

This position has no supervisory responsibilities.

Required Knowledge, Skills, and Abilities

To perform the job successfully, an individual should demonstrate the following competencies:

Initiative – Strong initiative to learn new technologies and systems as they arise in the marketplace; Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Asks for and offers help when needed.
Problem Solving – Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem-solving situations; Uses reason even when dealing with emotional topics.
Oral Communication – Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills.
Written Communication – Writes clearly and informatively; Edits work for spelling and grammar; Presents numerical data effectively; Able to read and interpret written information.
Teamwork – Balances team and individual responsibilities; Exhibits objectivity and openness to others’ views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone’s efforts to succeed.
Organizational Support – Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization’s goals and values; Supports affirmative action and respects diversity.
Motivation – Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Takes calculated risks to accomplish goals.
Planning/Organizing – Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives; Develops realistic action plans.
Attendance/Punctuality – Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
Dependability – Follows instructions, responds to management direction; Takes responsibility for own actions; Completes tasks on time or notifies appropriate person with an alternate plan.
Innovation – Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas.

Required Education and Experience

Bachelor’s degree in business, science or other related discipline or Associate’s degree and related experience. Or equivalent experience from which comparable knowledge and job skills can be obtained.
At least one year of experience in industry business development and/or research and development arena.

Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

While performing the duties of job, the employee is regularly required to talk and hear. The employee is often required to sit and use their hands and fingers, to type, handle and feel. The employee is occasionally required to stand, walk, and reach with arms and hands

Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

The position requires the employee to travel to and work in different client locations in different work environments. Some work may be done from a home office. While performing the duties of this Job, the employee is occasionally exposed to moving mechanical parts and vibration. The noise level in the work environment is usually moderate.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice as necessary to meet the needs of the business.

Project Manager

Crestwood Project Managers are high attention-to-detail, organized list makers, and collaborative individuals who oversee the planning, implementation, and tracking of ERP projects both client facing and internal Crestwood team members.

The Project Manager works independently, under general supervision, and utilizing specialized or technical training, experience, or knowledge. The position requires the employee to exercise discretion and independent judgment customarily and regularly in performing the essential functions of the job but also following Crestwood company standards where applicable.

Primary Responsibilities and Duties:

Define the scope of the project in collaboration with senior management and/or sales
Create a detailed work plan which identifies and sequences the activities needed to successfully complete the project
Determine the resources (time, money, equipment, etc.) required to complete the project
Develop a schedule for project completion that effectively allocates the resources to the activities
Review the project schedule with senior management, operations and all other staff that will be affected by the project activities; revise the schedule as required
Determine the objectives and measures upon which the project will be evaluated at its completion
Manage project staff according to the established policies and practices of the organization
Ensure that all project personnel receive an appropriate orientation to the organization and the project
Execute the project according to the project plan
Set up files to ensure that all project information is appropriately documented and secured, using Crestwood standardized templates where applicable
Monitor the progress of the project and make adjustments as necessary to ensure the successful completion of the project
Establish a communication schedule to update stakeholders including appropriate staff in the organization on the progress of the project
Establish a communication schedule to update appropriate client stakeholders including client project team members on the progress of the project
Review the quality of the work completed with the project team on a regular basis to ensure that it meets the project standards
Effectively manage project scope, budget, calendar, and staffing changes using the proper documentation and communication both internal Crestwood and client facing
Complete proper project close activities including client facing project close meetings and formal project reviews for all project team members
Ensure that the project deliverables are on time, within budget and at the required level of quality

Here’s your education, skills, and experience

Bachelor’s degree required, Math/Accounting, Business, or Computer Science preferred
5 years of experience in ERP related project management
3 years of supervisory experience preferred
Valid Driver’s License with clean DMV record and current valid insurance

Supervisory Responsibility
The Project Manager is responsible for overseeing all personnel on specific engagements and continuously manages the team from a project perspective. It will be necessary to conduct Project Reviews for team members on a timely basis.

Position Type/Expected Hours of Work

Full Time, Remote Position

The position may require the employee to travel to and work in different client locations in differing work environments. Some work may be done from a home office. While performing the duties of this job, the employee may be occasionally exposed to various client environments that may include moving mechanical parts, and various levels of noise, depending on the client environment.

Support Engineer

Crestwood Associates is looking for a Support Engineer to help with our growing consulting services and software company. The Support Engineer works independently and in teams, under direct supervision and along specialized or technical lines requiring special training, experience, or knowledge. The position requires the employee to exercise discretion and independent judgment customarily and regularly in performing the essential functions of the job.

Primary Responsibilities and Duties:

Support Engineers work to maintain and manage IT services and infrastructure, including applications, networking, security, backup and disaster recovery. They provide advanced technical support for desktop, server, and networking issues and assist with deployment of IT infrastructure following and improving upon existing methodologies and best practices, ensuring all IT infrastructure is properly maintained and monitored.

Deploy, manage and monitor Azure environments for clients and internal Crestwood workloads
Increase automation and scalability of delivered services
Help clients migrate workloads, infrastructure and file assets to Azure and Office 365 platforms
Proactively ensure the highest levels of systems and infrastructure availability
Internal IT Support and inquiries within Crestwood
Office 365 support, migration including Exchange Online, SharePoint Online, Azure AD, MFA, Intune, and Microsoft 365
Continually increase your Azure and Office 365 skills to assist the overall Crestwood organization
Contribute your problem solving and troubleshooting skills to new and existing clients
Monitor and test application performance for potential bottlenecks, identify possible solutions, and work with developers to implement those fixes
Provide subject matter expertise for both virtualized infrastructure and software applications.

Here’s your education, skills, and experience

Bachelor’s degree in MIS, Computer Science or related field, or equivalent experience
3-5 years of experience in virtualized server and network infrastructure management and Microsoft cloud platform technologies
Familiarity with Windows Server, SQL Server, IIS and .NET, Azure, PowerShell, MFA, virtualization, and Office 365
Foundational network infrastructure knowledge including TCP/IP, SSL, VPN, OSI model etc.
Familiarity with Microsoft Dynamics ERP platforms including GP, SL and BC and Acumatica ERP preferred but not required
Strong verbal and written communication skills
Valid Driver’s License with clean DMV record and current valid insurance

Supervisory Responsibility

This position has no supervisory responsibilities.

Position Type/Expected Hours of Work

This is a full-time position. Evening and weekend work will be required at times. Crestwood is committed to a healthy work life balance for all employees and creates opportunities for employees to balance a flexible schedule.