Professional Services Lead Consultant

About Us

At The Apricity Group, we help organizations unlock growth and create lasting impact through innovative strategies, partnerships, and solutions. Our team thrives on collaboration, curiosity, and execution — driving results while staying true to our values of integrity, adaptability, and excellence.

We’re expanding our Rocketlane PSA Implementation Practice and are looking for a Lead Consultant to help deliver results!

Role Overview

As a Lead Consultant focused on professional services automation, you will design and lead scalable Rocketlane PSA solutions for enterprise and growth-stage customers. You will translate complex business needs into clean system architecture, integration patterns, and implementation blueprints that drive measurable outcomes.

You’ll run discovery and design workshops, whiteboard future-state processes, architect integrations, and guide delivery teams through configuration and technical execution. This role blends customer-facing consulting with deep technical problem-solving—partnering with customers, Project Managers, Consultants, Product, and Engineering to bring solutions to life.

This is a hands-on architecture role for someone who enjoys both strategy and building—equally comfortable leading a workshop, reviewing APIs, or troubleshooting an integration.

Key Responsibilities

• Lead discovery, design workshops, and whiteboarding sessions to translate business requirements into scalable Rocketlane solutions
• Design end-to-end solution architecture across PSA, CRM, ERP, HRIS, and financial ecosystems
• Define configuration standards, integration patterns, and delivery best practices
• Provide consultative guidance on advanced use cases and feature strategy
• Push back or course-correct when requests conflict with best practices or scalability
• Architect and guide integrations between Rocketlane and platforms like Salesforce, NetSuite, Workday/HRMS, finance systems, and data platforms
• Work hands-on with REST APIs, Webhooks, SSO/SAML, and modern integration approaches
• Partner with Integration and Data Migration consultants on technical execution
• Design data migration strategies and transition plans from legacy PSA/ERP systems
• Support complex troubleshooting and unblock escalations
• Review and approve solution designs and technical deliverables
• Contribute reusable accelerators, templates, and best practices to scale delivery
• Use AI-assisted tools and scripting to automate validation, testing, and workflow optimization
• Mentor consultants and elevate overall technical capability across the practice

Success Metrics

• Scalable, low-rework solution designs
• Smooth integrations and migrations
• Reduced defects and escalations
• Customer satisfaction and adoption
• Faster time-to-value for implementations
• Delivery team enablement and knowledge transfer
• Reusable best practices and architecture standards created

Qualifications

Must Have Skills

Please Note - Professional English Proficiency is required for this position.

Architecture & Systems Design

• 7–10+ years implementing PSA, ERP, or workflow platforms
• Strong understanding of SaaS architecture and enterprise system design
• Ability to model business processes and translate them into system configurations
• Experience designing multi-system solutions across CRM, Finance, HR, and Ops

Integration & Technical Depth

• Hands-on experience with REST APIs, Webhooks, and authentication flows
• Experience building or guiding integrations between SaaS platforms
• Familiarity with Postman and iPaaS tools (Workato, Boomi, Zapier, Make, etc.)
• Understanding of SSO/SAML and enterprise IT patterns
• Comfortable validating data and troubleshooting technical issues

Consulting & Communication

• Excellent workshop facilitation and discovery skills
• Ability to advise customers strategically, not just technically
• Strong written documentation (design docs, blueprints, SOW inputs)
• Confident navigating tough technical or scope conversations

Ownership & Problem Solving

• Analytical and structured thinker
• High ownership mindset; independently unblocks teams
• Thrives in ambiguous or complex environments
• Balances technical precision with business outcomes

Bonus Skills

• Rocketlane, Certinia, Kantata, or other PSA experience
• Salesforce or NetSuite ecosystem exposure
• Data migration strategy experience
• SQL or data modeling knowledge
• Experience drafting SOWs and shaping technical scope
• AI-assisted scripting/automation mindset
• Background in Professional Services or consulting delivery environments

Training & Certification Path (Required)

• Rocketlane Academy Training Path – 1 week
• TAG Rocketlane Implementation Methodology Review – 2 days
• Klient PSA Training – 2 days
• Klient PSA Time Tracking – 1 day
• Admin Teach Back – 1 week

Career Path

Lead Consultant → Principal Architect

You’ll Thrive Here If You

• Love designing systems that scale
• Enjoy both talking strategy with executives and diving into APIs
• Prefer solving root causes over quick fixes
• Like mentoring others and raising technical standards
• Want to shape how modern, AI-enabled Professional Services delivery is done
• Care about building reusable, repeatable architecture, not one-off solutions

What We Offer

• Competitive base salary.
• Training, mentorship, and opportunities for career growth.
• A collaborative, supportive, and innovative team culture.
• Flexible work environment (remote or hybrid depending on role).
• Opportunity to make a direct impact on the company’s growth and success.