Functional Consultant Job Description (Responsibilities, Skills, Duties and Sample Template)

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If you’ve Googled “Functional Consultant job description,” you’ve probably come across dozens of generic templates. They all look the same: bullet points, corporate jargon, and recycled wording that could apply to almost any role.

The problem? Those posts don’t actually help you attract great Functional Consultants. They might help you publish something quickly, but they won’t inspire the right candidates to apply—or help your company stand out from hundreds of other employers.

That’s why in this article, we’re going to take a different approach. Instead of giving you another copy-paste template, we’ll show you how to write a compelling Functional Consultant job description that actually connects with talent.

👉 If you haven’t yet, I also recommend reading our full guide on how to write a job post that attracts top talent , Link https://workscreen.io/how-to-write-a-job-post/  — because once you understand why most job descriptions fail, you’ll instantly see why this new approach works.

Don’t let bad hires slow you down. WorkScreen helps you identify the right people—fast, easy, and stress-free.

What a Functional Consultant Actually Does

At its core, a Functional Consultant is the bridge between business needs and technology solutions. They’re not just “implementers” of software—they’re problem solvers who understand how a company operates and then configure systems to make those operations more efficient.

Think of them as translators. On one side, you have business leaders explaining goals, challenges, and workflows in plain language. On the other, you have technical teams that need clear requirements to build or customize solutions. A Functional Consultant listens, analyzes, and turns those business needs into practical, technology-driven outcomes.

This role often involves:

  • Gathering and documenting requirements directly from stakeholders.

  • Designing processes and workflows that align with business objectives.

  • Configuring software applications (ERP, CRM, HR, Finance systems, etc.) to match those workflows.

  • Training end-users and ensuring adoption of the new tools.

  • Testing solutions and troubleshooting issues before full rollout.

More importantly, Functional Consultants are often the first to spot inefficiencies, propose smarter ways of working, and ensure the investment in software actually pays off.

In other words: a great Functional Consultant isn’t just about knowing the system—they understand people, business strategy, and how to connect the two.

Two Great Functional Consultant Job Description Templates

✅ Template 1: Job Description For Experienced Functional Consultant

Job Title: Functional Consultant – ERP / Business Systems

Location: Chicago, IL (Hybrid: 3 days in-office, 2 days remote)
Type: Full-Time
Salary Range: $80,000 – $95,000 (based on experience)

🎥 A Quick Word from Our Hiring Manager
[Insert Loom or YouTube link here: e.g., “Meet John, our Head of IT Strategy”]

About Us
We’re SummitTech Solutions, a business consulting and ERP implementation firm helping mid-sized companies modernize their operations. For over 15 years, we’ve guided clients across industries like manufacturing, healthcare, and finance to optimize workflows with smarter technology. Our team blends deep business knowledge with technical expertise, and we’re proud of our reputation for delivering solutions that actually work for people.

The Role
We’re looking for an experienced Functional Consultant who can bridge the gap between business needs and technical solutions. You’ll work directly with stakeholders to analyze requirements, design workflows, and configure ERP systems that transform how companies run.

Key Responsibilities

  • Lead discovery sessions to gather and analyze business requirements

  • Configure ERP applications to align with client processes

  • Partner with developers to design and test new system features

  • Conduct user acceptance testing and oversee successful rollouts

  • Train client teams to adopt and maximize new tools

  • Create clear documentation of configurations and best practices

What We’re Looking For

  • 3+ years’ experience as a Functional Consultant (ERP, CRM, or similar systems)

  • Strong process knowledge in finance, HR, or supply chain

  • Ability to translate business requirements into technical solutions

  • Hands-on experience with Microsoft Dynamics 365, NetSuite, or SAP

  • Exceptional communication and stakeholder management skills

Perks & Benefits

  • Competitive salary + annual performance bonus

  • Comprehensive health, dental, and vision insurance

  • 401(k) with company match

  • Paid time off + 10 company holidays

  • Professional training and ERP certification support

Why This Role Is a Great Fit
At SummitTech, you won’t just be implementing systems—you’ll be transforming how businesses run. You’ll work alongside a collaborative team that values curiosity, ownership, and innovation. If you’re passionate about solving complex business problems with smart technology, this is the role for you.

How to Apply
We believe applying for a job should be simple and respectful. That’s why we use WorkScreen to evaluate candidates fairly and efficiently. To apply, click here: [WorkScreen Apply Link]. You’ll go through a short evaluation so we can understand your strengths beyond a résumé. Every applicant will hear back from us—no silent rejections.

✅ Template 2: Job Description For Entry-Level / Trainable Functional Consultant

Job Title: Junior Functional Consultant – ERP / Business Systems

Location: Remote (U.S. based)
Type: Full-Time
Salary Range: $48,000 – $60,000 (depending on skills and growth potential)

🎥 A Quick Word from Our Hiring Manager
[Insert Loom or YouTube link here: e.g., “Hear from Maria, our Consulting Director”]

About Us
We’re NextPath Digital, a people-first consulting firm that helps growing startups and nonprofits make smarter use of ERP and CRM tools. Since 2010, we’ve partnered with mission-driven organizations to simplify operations, improve decision-making, and empower teams with the right technology. We’re a small but mighty group of consultants who believe in training the next generation of problem-solvers.

The Role
We’re hiring a Junior Functional Consultant who may not have years of experience, but who has the drive to learn and the curiosity to solve business challenges. You’ll work alongside experienced consultants, supporting ERP projects, learning client engagement skills, and building your career in technology consulting.

Key Responsibilities

  • Support senior consultants in gathering and documenting requirements

  • Assist in configuring ERP/CRM applications under supervision

  • Help prepare training materials and support client workshops

  • Participate in testing and troubleshooting software issues

  • Build knowledge of business processes across finance, HR, and operations

What We’re Looking For

  • Degree in Business, IT, or related field (or equivalent experience)

  • Strong analytical and problem-solving mindset

  • Great communication and collaboration skills

  • Curiosity and hunger to learn ERP/CRM platforms

  • Bonus: exposure to Microsoft Dynamics, SAP, or NetSuite (not required)

Perks & Benefits

  • Clear career development program with mentorship

  • Paid training and ERP certification support

  • Flexible working hours + fully remote

  • Health, dental, and vision coverage

  • 15 days PTO + 8 paid holidays

Why This Role Is a Great Fit
At NextPath Digital, we know great consultants aren’t just hired—they’re developed. If you’re passionate about learning and want to make a real impact on how organizations work, this role is your starting point. You’ll gain mentorship, growth opportunities, and hands-on experience that will shape your consulting career.

How to Apply
We respect your time and effort. To apply, follow this link: [WorkScreen Apply Link]. You’ll complete a short evaluation designed to showcase your strengths and potential. Every application will be reviewed, and we’ll respond to all applicants within two weeks.

If your hiring process is stressful, slow, or filled with second-guessing—WorkScreen fixes that. Workscreen helps you quickly identify top talent fast, eliminate low-quality applicants, and make better hires without the headaches.

Breakdown of Why These Functional Consultant Job Descriptions Work

Both the SummitTech Solutions (experienced role) and NextPath Digital (entry-level role) job posts follow a format designed to attract the right candidates and stand out from generic listings. Here’s why they work:

1. Clear, Specific Titles

Instead of simply saying “Functional Consultant” or “ERP Consultant,” the posts add context like “ERP / Business Systems” and seniority level (Junior vs. Experienced). This sets expectations immediately and filters in the right audience.

2. A Human, Personal Touch

Both job descriptions start with a video message from the hiring manager. This element makes the post feel less like a corporate template and more like an invitation. Candidates get to see who they might work with, which builds trust and connection.

3. Company Stories That Show Personality

The About Us sections don’t hide behind vague corporate jargon.

  • SummitTech Solutions positions itself as an established, client-focused firm with a 15-year track record.

  • NextPath Digital highlights its people-first, mission-driven culture, appealing to growth-minded and purpose-driven applicants.
    This immediately communicates who you are and why someone should want to join.

4. Role Context and Impact

Rather than just listing tasks, the job descriptions explain why the role matters. For example:

  • SummitTech frames the Functional Consultant as someone who “transforms how companies run.”

  • NextPath emphasizes learning and growth: “great consultants aren’t just hired—they’re developed.”
    This framing makes the responsibilities meaningful, not just mechanical.

5. Transparent Requirements

  • The experienced template clearly sets expectations: 3+ years’ consulting experience, ERP/CRM familiarity.

  • The entry-level template softens the requirements, showing flexibility by highlighting potential and willingness to train.
    This balance allows you to target two different candidate pools without discouraging either group.

6. Separated Perks & Benefits vs. Why This Role Is a Great Fit

This structure is deliberate:

  • Perks & Benefits = practical, tangible offerings (salary, PTO, insurance, training).

  • Why This Role Is a Great Fit = motivational, emotional appeal (career growth, impact, culture).
    Together, they appeal to both head and heart—the essentials and the inspiration.

7. Respectful, Transparent Application Process

Generic job posts often end coldly with “send CV to HR.” Instead:

  • Both templates use WorkScreen to evaluate candidates fairly.

  • They promise timely responses (“every applicant will hear back”), which shows respect for candidates’ time.
    This signals that the company values people even before they’re hired.

8. Tone That Connects

The tone is professional but human. Instead of robotic phrases like “The incumbent will be responsible for…”, the posts use clear, conversational language: “You’ll work alongside…”, “If you’re curious and motivated…”.
This makes the post feel approachable and aligned with modern hiring expectations.

The Result: These posts do more than check HR boxes. They connect with thoughtful, mission-driven, and qualified candidates—the kind of people who don’t just want a job, but a role where they can make an impact.

Example of a Bad Functional Consultant Job Description (And Why It Fails)

Job Title: Functional Consultant
Company: Global IT Solutions
Location: Remote
Type: Full-Time

Job Summary
We are looking for a Functional Consultant to join our team. The role involves working with clients, analyzing requirements, and helping configure systems.

Responsibilities

  • Gather requirements from clients

  • Document processes

  • Work with developers to ensure proper implementation

  • Provide support as needed

Requirements

  • Bachelor’s degree in IT or related field

  • 2–3 years’ experience as a consultant

  • Knowledge of ERP/CRM systems

  • Strong communication skills

How to Apply
Please send your CV and cover letter to careers@globalitsolutions.com. Only shortlisted candidates will be contacted.

❌ Why This Job Post Fails

  1. Generic, Lifeless Title
    “Functional Consultant” alone says nothing about seniority, focus area (ERP, CRM, finance, HR), or company mission. It could apply to thousands of roles.

  2. Cold, Empty Company Section
    There’s no About Us at all. Candidates have no idea who Global IT Solutions is, what industries they serve, or why the role matters.

  3. Vague Responsibilities
    Tasks like “Document processes” or “Work with developers” are so broad that they don’t help the candidate visualize the day-to-day work. There’s no sense of impact.

  4. Minimal Requirements
    The requirements don’t filter for the right people. They’re written like a checkbox list, which means unqualified candidates are likely to apply.

  5. No Salary or Benefits Transparency
    Not mentioning pay, perks, or benefits feels outdated and signals a lack of openness. This drives away serious applicants and erodes trust.

  6. Cold, Dismissive Hiring Process
    Ending with “only shortlisted candidates will be contacted” makes applicants feel undervalued. In today’s market, where candidate experience matters, this is a red flag.

  7. Zero Personality in the CTA
    “Send your CV” is transactional. There’s no encouragement, no energy, no sense of culture—it makes the role feel like a formality instead of an opportunity.

The Lesson: This kind of outdated job description may technically “work” to publish a listing—but it will fail to attract top Functional Consultants. Instead of drawing in mission-driven problem-solvers, it invites generic applications from candidates who aren’t really aligned.

Bonus Tips to Make Your Functional Consultant Job Description Stand Out

Most job descriptions stop at the basics—title, requirements, responsibilities. But if you want to attract the right Functional Consultant candidates and not just a flood of generic applications, here are some advanced details you can add:

1. Add a Security & Privacy Notice

Build trust upfront by assuring candidates their information is safe.
Example:

“We take applicant security and privacy seriously. We will never ask for payment, banking details, or personal financial information at any stage of the hiring process.”

This simple line builds credibility and makes candidates feel respected.

2. Mention Leave Days or Flex Time

Candidates today value flexibility just as much as salary. Including time-off details makes your offer more attractive.
Example:

“Enjoy 20 days of PTO each year, plus flex days to recharge when you need them.”

3. Highlight Training & Growth Opportunities

Functional Consultants often want to expand their expertise across ERP systems (e.g., SAP, Dynamics, NetSuite). Show them you’ll invest in their career.
Example:

“We offer ongoing ERP certification support and cover training costs so you can grow your skillset.”

4. Add a Loom Video from the Hiring Manager or Team

Seeing the person they’d work with adds a human element. A short 60-second video from a team lead sharing why the role matters can significantly boost engagement.

Here is an example that we used in our master guide on how to write a great job post description , you can check it out here https://www.loom.com/share/ba401b65b7f943b68a91fc6b04a62ad4

5. Show Candidate Care in the Hiring Process

Instead of a cold “only shortlisted candidates will be contacted,” set clear expectations.
Example:

“Every applicant will hear back within two weeks. We value your time and will keep you updated at every stage.”

6. Use Employee Testimonials or Reviews

If possible, link to a Glassdoor review or include a short quote from a current consultant about why they enjoy the role.
Example:

“I joined SummitTech 3 years ago, and I love the mix of client-facing work and problem-solving. You feel like your work really matters here.

✅ Adding just two or three of these elements can turn a generic listing into a magnet for top Functional Consultant candidates—and position your company as modern, human, and trustworthy.

Should You Use AI to Write a Functional Consultant Job Description?

With tools like ChatGPT and built-in ATS features, it’s tempting to one-click generate a job description and post it. But here’s the problem: relying on AI alone almost always produces generic, soulless content that fails to connect with top candidates.

❌ Why You Shouldn’t Rely on AI Alone

  • Generic output: AI-generated posts without context all look the same, filled with clichés like “must be detail-oriented” and “responsible for supporting business processes.”

  • Wrong applicants: These posts attract people applying to any role, not candidates genuinely aligned with the responsibilities of a Functional Consultant.

  • Poor first impression: Your job post is often a candidate’s first interaction with your company. If it reads like every other bland template online, it reflects poorly on your brand.

✅ The Right Way to Use AI

AI is powerful when you give it the right raw ingredients. Think of it as a polishing tool, not a replacement for your insight.

Here’s how to do it:

  1. Provide real details — tell AI what your company does, who you serve, your culture, and what the Functional Consultant will actually achieve.

  2. Set the tone — explain whether you want conversational, formal, or culture-first language.

  3. Include perks and process — feed in your benefits, growth opportunities, and how you treat applicants.

  4. Ask AI to refine, not create from scratch — use it to clean up structure, improve clarity, or adapt style—but the content should come from you.

Example Prompt (the smart way)

“Help me write a Functional Consultant job post for SummitTech Solutions. We help mid-sized companies implement ERP systems. The role will focus on Microsoft Dynamics 365. Our culture is collaborative and client-focused. We offer $80k–95k salary, health insurance, PTO, and certification support. The hiring process includes a WorkScreen evaluation and timely feedback to every candidate. Here are a few notes I’ve written to get you started: [paste your notes]. Please write this in a warm, conversational tone that shows why this role matters.”

✅ The result: A job description that reflects your company’s personality, mission, and standards—not just a lifeless block of text.

Build a winning team—without the hiring headache. WorkScreen helps you hire fast, confidently, and without second-guessing.

Need a Quick Copy-Paste Functional Consultant Job Description?

✅ Option 1: Conversational (Culture-First Style)

Job Title: Functional Consultant – ERP / Business Systems at [Company Name]
💼 Location: [On-site/Hybrid/Remote] (HQ: [City, State/Country])
🕒 Type: [Full-Time/Part-Time/Contract]
💰 Salary Range: [${X},000 – ${Y},000]/year

🎥 Quick Intro from the Hiring Manager
[Paste Loom/YouTube link — e.g., “60 seconds on why this role matters from your future manager.”]

Who We Are
[Company Name] is a [industry/type] company serving [target customers/markets]. We’re known for [what you’re known for—e.g., practical implementations, collaborative culture, long-term partnerships] and we value [core values—e.g., ownership, curiosity, empathy].

What You’ll Be Doing

  • Meet with stakeholders to understand business goals and pain points

     

  • Configure ERP/CRM modules (e.g., Dynamics 365, SAP, NetSuite) to match real workflows

     

  • Partner with technical teams to design, test, and launch features

     

  • Lead UAT, train end-users, and ensure smooth adoption

     

  • Document processes, configurations, and best practices

     

What We’re Looking For

  • [2–5]+ years as a Functional Consultant (ERP/CRM focus preferred)

     

  • Process fluency in [finance/HR/operations/supply chain]

     

  • Ability to translate business speak ↔ tech speak

     

  • Strong stakeholder management and facilitation skills

     

  • Bonus: hands-on with [Dynamics/SAP/NetSuite/Oracle]

     

Perks & Benefits

  • Competitive compensation + [bonus/RSUs]

     

  • [Health/Dental/Vision] + [retirement plan]

     

  • [PTO days] + [flex days/remote stipend]

     

  • Paid training & ERP certification support

     

  • [Any unique perks: learning budget, wellness, home-office stipend]

     

Why This Role Is a Great Fit
You won’t just “implement features”—you’ll shape how teams actually work. If you love untangling messy processes, guiding stakeholders, and shipping solutions that stick, you’ll thrive here.

How to Apply
Apply via WorkScreen: [WorkScreen Apply Link]. You’ll complete a short, fair evaluation to showcase your skills beyond a résumé. We review every application and reply within [timeline—e.g., 10–14 days].

✅ Option 2: Structured (Job Brief + Responsibilities + Requirements)

Job Title: Functional Consultant – [Platform/Focus, e.g., Microsoft Dynamics 365] at [Company Name]
💼 Location: [On-site/Hybrid/Remote] (HQ: [City, State/Country])
🕒 Type: [Full-Time/Part-Time/Contract]
💰 Salary Range: [${X},000 – ${Y},000]/year

Job Brief
[Company Name] is seeking a Functional Consultant to help [clients/internal teams] streamline processes with [Dynamics/SAP/NetSuite/Oracle]. You’ll gather requirements, configure modules, run testing, and support user adoption.

Responsibilities

  • Facilitate discovery sessions; translate needs into functional specs

     

  • Configure [platform/modules] to align with business workflows

     

  • Collaborate with developers on enhancements and integrations

     

  • Lead functional testing/UAT and support go-lives

     

  • Create documentation and deliver end-user training

     

Requirements

  • [2–4]+ years in a functional/ERP consulting role

     

  • Knowledge of [finance/HR/operations/supply chain] processes

     

  • Experience with [Dynamics/SAP/NetSuite/Oracle]

     

  • Strong analytical, communication, and client-facing skills

     

  • [Degree/Certifications preferred but flexible as needed]

     

Perks & Benefits

  • Competitive salary + [performance incentives]

     

  • [Health/Dental/Vision] + [retirement plan]

     

  • [PTO amount] + flexible work options

     

  • Training & certification sponsorship; [learning budget]

     

How to Apply
Submit your application through WorkScreen: [WorkScreen Apply Link]. We evaluate every candidate fairly and provide timely updates to all applicants.

Take the Next Step of Hiring with WorkScreen.io

Writing a great job description is only the first half of the hiring battle. Once candidates start applying, you need a way to quickly and fairly figure out who actually has the skills to succeed.

That’s where WorkScreen.io comes in.

With WorkScreen, you can:

  • Quickly identify your most promising candidates

WorkScreen automatically evaluates, scores, and ranks applicants on a performance-based leaderboard—making it easy to spot top talent, save time, and make smarter, data-driven hiring decisions.

  • Easily run one-click skill tests
     

With WorkScreen, you can administer one-click skill tests to assess candidates based on real-world ability—not just credentials like résumés and past experience. This helps you hire more confidently and holistically.

  • Filter out low-effort applicants

WorkScreen automatically eliminates low-effort applicants who use AI Tools to apply, copy-paste answers, or rely on “one-click apply.” This way, you focus only on genuine, committed, and high-quality candidates—helping you avoid costly hiring mistakes.

  • Deliver a great candidate experience

 Candidates appreciate fast, transparent evaluations. With WorkScreen, you show respect for their time and build trust in your hiring process.

After crafting your Functional Consultant job post, let WorkScreen handle the heavy lifting: evaluating, scoring, and ranking applicants—so you can hire faster and smarter.

FAQ

A Business Analyst focuses primarily on understanding business needs and documenting requirements. They act as the “translator” between business stakeholders and technical teams.
A Functional Consultant goes one step further—not only gathering requirements but also configuring, testing, and deploying the system itself. In short, Business Analysts identify what needs to be done, while Functional Consultants help make it happen within the chosen software platform.

Beyond technical knowledge of ERP or CRM systems, a strong Functional Consultant should have:

  • Analytical skills to break down complex workflows

  • Communication skills to bridge business and technical teams

  • Problem-solving ability to adapt systems to real-world challenges

  • Stakeholder management for handling different levels of the organization

  • Training and facilitation skills to ensure user adoption

Salaries vary by region, platform expertise, and seniority. In the U.S., the average base salary for a Functional Consultant typically falls between $70,000 and $95,000 per year, with senior consultants or ERP specialists (e.g., SAP, Dynamics 365, Oracle) often earning $100,000+. Entry-level consultants usually start around $45,000–$60,000.

Not necessarily. A Functional Consultant is expected to understand how systems work and how to configure them, but they usually do not write code. However, having basic technical literacy or the ability to collaborate with developers is a major advantage.

Relevant certifications depend on the platform:

  • Microsoft Dynamics 365 Functional Consultant Associate

  • SAP Certified Application Associate

  • Oracle Certified Specialist (ERP Cloud)

  • NetSuite SuiteFoundation Certification
    While not mandatory, certifications can boost credibility and help candidates stand out.

They help companies avoid costly misalignments between software and operations. By ensuring systems are tailored to the business process, Functional Consultants increase efficiency, improve reporting, and reduce errors—directly impacting productivity and profitability.



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Author’s Details

Mike K.

Mike is an expert in hiring with a passion for building high-performing teams that deliver results. He specializes in streamlining recruitment processes, making it easy for businesses to identify and secure top talent. Dedicated to innovation and efficiency, Mike leverages his expertise to empower organizations to hire with confidence and drive sustainable growth.

Hire Easy. Hire Right. Hire Fast.

Stop wasting time on unqualified candidates. WorkScreen.io streamlines your hiring process, helping you identify top talent quickly and confidently. With automated evaluations , applicant rankings and 1-click skill tests, you’ll save time, avoid bad hires, and build a team that delivers results.

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