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Business Systems Analyst (Acumatica ERP)

Alimentiv 2

Dallas, Texas Remote permanent

Posted: May 25, 2026

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Quick Summary

A Business Systems Analyst for the CRM and ERP function in Alimentiv’s Software Development team, focusing on ensuring the technical integrity of the systems and providing expert solutions to improve business operations.

Job Description

The Business Systems Analyst, CRM & ERP is an individual contributor role within Alimentiv’s Technology & Innovation function, serving as the primary functional and technical owner of the systems that power our Business Development and Finance/Accounting operations. This role requires the analytical mindset to understand, challenge, and improve how the business operates, and the hands-on technical depth to translate that understanding into effective system requirements, configurations, automations, and integrations.

The successful candidate will serve as the primary administrator and functional expert for Acumatica (ERP) and Salesforce (CRM), leading day-to-day system operations, driving continuous improvement initiatives, and partnering with Finance and Business Development stakeholders to optimize processes and data flows. In practice, Finance will account for the majority of this role’s time — between ongoing Acumatica operations, AP/AR and project accounting workflows, integration flows between Acumatica and SAP Concur via Celigo, and a substantial backlog of Finance-driven improvement work. The ideal candidate is equally at home in a Finance requirements meeting in the morning and a system configuration session in the afternoon, moving fluently between those two modes without losing rigour in either.

A significant focus of the role is the integration layer connecting SAP Concur and Acumatica via Celigo middleware. The BSA will own the operational health and governance of these data flows — from invoice processing through to AP/AR — and will lead improvement initiatives as the integration environment matures.


Acumatica ERP Administration & Finance Operations (50%):
• Serve as the primary Acumatica administrator: configuration, user access, workflows, and module settings across Finance and related functional areas.

• Design and implement Finance solutions using Acumatica functionality — Generic Inquiries, custom reports, approval workflows, and push notifications.

• Support and optimize core Finance workflows: accounts payable, accounts receivable, project accounting, billing, and financial reporting.

• Partner with Finance to define requirements, document processes, and deliver Acumatica enhancements that improve data quality and operational efficiency.

• Troubleshoot and resolve Acumatica issues; coordinate Acumatica support while building internal capability over time.

• Maintain and improve Acumatica TEST environment discipline — validating all configurations in TEST before promoting to Production.


Integration Ownership — Celigo / SAP Concur / Acumatica (25%):
• Own the integrity and operational health of the Concur–Acumatica integration layer via Celigo.

• Monitor integration flows for errors, investigate root causes, and coordinate resolution — serving as the primary triage owner.

• Lead integration change governance: ensure Finance and IT follow formal intake processes before initiating vendor or system changes.

• Document integration architecture, field mappings, data flows, and change history to enable internal troubleshooting without vendor dependency.

• Identify and lead improvement initiatives: API version migrations, automation of manual reconciliation steps, reduction of error-prone batch processes.

• Manage SAP Concur configuration and user administration in support of AP invoice processing workflows.


Salesforce CRM Administration & Business Analysis (25%):
• Serve as the Salesforce administrator: user management, profiles, permission sets, security model, and full configuration lifecycle.

• Design, build, and deploy custom objects, fields, page layouts, flows, validation rules, and reports/dashboards in support of the BD lifecycle.

• Configure and maintain Sales Cloud for pipeline management, opportunity tracking, forecast accuracy, proposal generation, and contract execution.

• Lead the future-state design and delivery of a Salesforce-to-Acumatica integration — closing the loop between BD opportunity data and project accounting. This integration does not currently exist and will be a significant initiative for this role to define and execute.

• Engage Finance and BD stakeholders to document current-state processes, capture requirements, and produce functional specifications precise enough for developers to execute without repeated clarification.

• Build and maintain reports and dashboards via Acumatica GIs and Power BI providing Finance and BD leadership with timely, accurate insights.

• Communicate project status, risks, and outcomes clearly to both technical teams and senior non-technical stakeholders including Finance leadership.


QUALIFICATIONS:
• 5+ years in a business analyst, systems analyst, or systems administrator role supporting ERP and/or CRM platforms.

• Required — Minimum 2 years hands-on Acumatica configuration: Generic Inquiries, workflows, user management, and Finance module administration. Candidates without direct Acumatica experience will not be considered.

• Required — Hands-on SAP Concur experience in invoice processing, AP workflows, or system administration.

• Hands-on Salesforce administration experience including configuration, flow automation, and reporting; demonstrated ability to build and deploy solutions independently.

• Acumatica certification or formal Acumatica training.

• Salesforce Administrator certification; Advanced Administrator or Platform App Builder certifications a further asset.


Stay Alert to Recruitment Scams
We have been made aware of individuals posing as our recruiters and contacting candidates with fraudulent opportunities. Our hiring process always includes direct engagement with a recruiter or hiring manager, and we will never ask for sensitive personal information early in the process. Official communication will only come from our company email domains. If something doesn’t feel right, we encourage you to verify before responding.

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