Solution Leadership & Implementation
- Lead end-to-end Sage Intacct implementations using established delivery methodologies
- Own discovery sessions and translate complex business requirements into scalable system designs
- Architect and configure Sage Intacct modules to support financial, operational, and reporting needs
- Oversee data migration strategy, validation, and go-live execution
- Develop and review testing strategies and client acceptance plans
- Design advanced reports and dashboards using Sage Intacct reporting tools
Client Advisory & Engagement
- Act as a trusted advisor to executive stakeholders and finance leadership
- Guide clients on best practices, process improvement, and system optimization
- Provide post–go-live oversight and support for escalated or complex issues
- Identify opportunities for additional services, enhancements, and long-term optimization
Pre-Sales & Strategic Support
- Lead or support pre-sales activities including discovery sessions and solution demonstrations
- Partner with sales to shape solution scope, delivery approach, and estimates
- Engage with Sage and third-party ISV partners to support solution design as needed
Team Collaboration
- Review solution designs and configurations for quality and alignment with best practices
- Collaborate across delivery, sales, operations, and support teams
- Contribute to internal process improvements, documentation, templates, and knowledge-base content
Project Ownership
- Manage multiple complex client engagements simultaneously
- Ensure projects are delivered on time, within scope, and on budget
- Provide regular project updates to internal stakeholders and clients
- Proactively escalate risks and challenges while driving resolution
Required Skills & Experience
- Strong accounting and finance background with the ability to advise on best practices
- Proven experience delivering ERP implementations from discovery through go-live
- Deep understanding of financial systems and ERP architecture
- Ability to translate complex business needs into effective technical solutions
- Excellent client-facing communication skills and executive presence
- Strong organizational, analytical, and problem-solving skills
Preferred Qualifiations
- Sage Intacct Implementation Consultant and/or Accounting certifications
- Experience with multi-entity, multi-currency, or complex financial structures
- Experience with third-party integrations and ISV solutions
- Prior consulting firm or VAR experience
Education
- Bachelor’s degree in Accounting, Finance, Business, Information Systems, or a related field (or equivalent professional experience)