Client Enrichment Consultant

Role Overview

We are seeking a knowledgeable and client-focused consulting professional to provide high level support and training for Sage Intacct users. This role serves as the subject matter expert (SME) for Sage Intacct and related financial system solutions. In this role one will lead discovery sessions to understand client business processes, financial workflows, reporting needs, and system requirements. They will design and recommend scalable Intacct configurations and best-practice solutions aligned with client objectives while managing and supporting Intacct implementation, optimization, and enhancement projects from requirements gathering through deployment. A preferred candidate in this role will help to translate complex accounting and technical concepts into clear recommendations for clients and internal stakeholders while effectively configuring Intacct to efficiently meet customer needs. 

Compensation | $90,000 to $125,000 base salary, plus incentive compensation

Key Responsibilities: 

• Serve as the subject matter expert (SME) for Sage Intacct and related financial system solutions.


• Lead discovery sessions to understand client business processes, financial workflows, reporting needs, and system requirements.


• Design and recommend scalable Intacct configurations and best-practice solutions aligned with client objectives.


• Manage and support Intacct implementation, optimization, and enhancement projects from requirements gathering through deployment.


• Analyze existing accounting and operational processes and identify opportunities for automation, efficiency, and system improvement.


• Configure Intacct modules, dimensions, workflows, dashboards, custom reports, and integrations.


• Provide strategic consulting on financial management best practices, system controls, and reporting capabilities.


• Translate complex accounting and technical concepts into clear recommendations for clients and internal stakeholders.


• Lead client workshops, presentations, training sessions, and solution demonstrations.


• Develop and maintain project documentation, business requirements, process maps, configuration guides, and training materials.


• Stay current on Sage Intacct product releases, new features, enhancements, and industry best practices.


• Ensure projects are delivered on time, within scope, and aligned with client expectations.


• Monitor client adoption and recommend continuous improvement opportunities to maximize system value.


• Maintain a high level of client satisfaction through proactive communication, consultative guidance, and relationship management.

Qualifications

• Sage Intacct Implementation Specialist, Certified Consultant, or similar certification preferred.


• 4+ years of Sage Intacct consulting, implementation, or financial systems experience.


• Experience with ERP implementations, system integrations, and process improvement initiatives.


• Demonstrated experience leading client-facing projects and managing multiple priorities. 


• Ability to manage multiple client engagements and priorities in a fast-paced environment.


• Strong understanding of accounting principles, financial reporting, budgeting, consolidations, and month-end close processes.


• Strong analytical, problem-solving, and communication abilities.


• Excellent interpersonal, communication, and presentation skills. 


• Ability to communicate complex concepts to both technical and non-technical audiences. 


• Strong organizational skills and attention to detail. 


• Demonstrated ability to work collaboratively within a team environment. 


• Experience with Microsoft Office Suite (Word, Excel, Teams, OneDrive, etc.). 


• Ability to operate effectively in a remote environment. 

**A minimum of 4+ years of hands-on Sage Intacct experience (support, consulting, or implementation) is required. If you do not meet this requirement, we ask that you refrain from applying.

Always Choose Exceptional | Lead with Integrity | Embody Respect and Care Deeply | Embrace Change and Innovation 

Note: We are only able to consider candidates who are currently authorized to work in the U.S. and Canada. We do not offer work sponsorship at this time.