Project Engagement Lead Consultant

Job Description

Job Description

About Calsoft Systems

Calsoft Systems is a gold partner of Microsoft Corp and a certified service provider for Microsoft products and services such as Dynamics 365 ERPs based in Los Angeles, New York, Chicago, Texas, Atlanta, Japan, China, Malaysia, UK and Mexico. Calsoft has been honored to work in partnership with Microsoft for over 25 years, combining their world-class solutions with our expertise to transform our customer’s businesses. Calsoft has been the award winner for Microsoft US Partner of the Year three times, selected among 10,000 partners in the United States. Calsoft’s focus is to solve business problems using world-leading technology. With over 1500 projects and a 95%+ Customer retention rate, Calsoft has perfected our approach for implementing and enhancing Microsoft products, Cargowise One, Cloud and Network Infrastructure, and custom development software.

Calsoft System is a certified B-corporation, a public benefit corporation dedicated to using business as a force for good and impacting the entire society and environment for good. Also, Calsoft System is a 100% ESOP (Employee Stock Ownership Plan) company, giving an employee benefit plan with workers' ownership interest in the company in the form of shares of stock.

Corporate website: 

About the job

This position is the primary client-facing contact, ensuring alignment between client expectations and project delivery. Oversee project scope, quality, schedule, and budget in collaboration with the Technical Project Manager and delivery team, while ensuring alignment with business objectives and leading project governance, including reporting and escalation management.

The customer base consists of small and midsize businesses in various industries interested in improving business performance through IT, including System Infrastructure, ERP and other applications. In addition, you will help manage projects on behalf of the client’s business when it lacks in-house skills and resources.

II. Job Responsibilities and Duties

Essential Functions

Project Engagement Lead Consultant

 

1. Perform initial assessments for each client before the project begins
2. Analyze client business requirements and propose optimal IT and business solutions and/or guidance of how to lead their projects
3. Design and manage projects to meet requirements, including expectations, scope, risk, resources
4. Collaborate with project team(s) in the development and implementation of assigned projects
5. Develop & maintain project documentation in accordance with Calsoft project charter.
6. Communicate and liaison with Client, Partner and Internal Organization members to ensure project progress
7. Manage multiple projects at a time
8. Provide business consulting and ERP consulting service to customers
9. Report status to upper manager
10. Participating in mandatory training

Supporting Functions

Team

1. Collaborate with other team members to achieve team goals.
2. Contribute to improvement of services, revenue/profitability, methodologies and procedures

III. Knowledge, Skills and Abilities:

Minimum Qualifications

• Bachelor’s degree in Business, Information Systems, Computer Science, or equivalent experience. 
• 3 years’ demonstrable experience as a Project Engagement Lead Consultant, Consultant and/or Project Manager in Information management and systems environment.
• Experience in management of professional service projects including ERP, cross-functional teams or 3rd party vendors
• Ability to communicate effectively with other members of the organization
• Excellent written and oral communications skills
• Ability to identify, understand and communicate business needs for technical projects
• Business level Japanese language skills
• Business level English language skills

Desirable Qualifications

• Strong analytical background
• Logical thinking, organization and planning skills
• Good knowledge of business processes
• Familiarity with a major ERP system (SAP, Oracle, Dynamics etc)
• Familiarity with accounting, operation and/or manufacturing business processes

V. Others:

• Travel to other regions as required by projects participated.
• Statements in this Job Description are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

 

At Calsoft Systems, we believe our people are our greatest asset. As a certified B Corporation, we’re committed not only to business success but also to creating a positive impact for our employees, clients, and communities. Our benefits package is designed to support your health, financial security, career growth, and overall wellbeing.

Health & Wellness

• Comprehensive coverage for medical, dental, and vision needs, with multiple plan options to fit your lifestyle.
• Flexible Spending Accounts (FSAs) and Health Savings Accounts (HSAs) available for tax-advantaged savings.
• Life and Disability Insurance (short- and long-term) provided to help protect you and your family.
• Employee Assistance Program (EAP) and access to wellness resources to support your mental, emotional, and physical health.

Time Off & Work-Life Balance

• Vacation & Sick Time – 16 combined days annually, plus 9 additional paid company holidays.
• Volunteer Time Off (VTO) – 8 hours of paid time to give back to causes you care about.
• Participation in company-wide volunteer opportunities, reflecting our values of service and impact.

Financial & Retirement Benefits

• 401(k) with Employer Match – Calsoft matches 100% of the first 3% you contribute and 50% of the next 2%, for a total potential 4% company match
• Employee Stock Ownership Plan (ESOP) – build long-term wealth as a shareholder in the company
• Pre-tax commuter benefits and other voluntary insurance options available.

Growth & Development

• Training programs and learning opportunities to strengthen your skills.
• Certification incentives – we provide reimbursement for job-related training and offer bonuses for achieving Microsoft certifications.
• Career development support to help you learn, grow, and take on new challenges.

Our Commitment

As a B Corporation, we hold ourselves accountable to high standards of social and environmental performance, transparency, and accountability. By joining Calsoft, you’ll be part of a mission-driven team where your work makes a difference—and where your wellbeing is a priority.

Salary Range $60,000 - $80,000

 

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