Responsibilities:
- Strategic Account Leadership: Lead and manage a portfolio of client accounts, ensuring exemplary service standards are maintained and strategic objectives are met.
- Talent Development & Mentorship: Actively mentor and coach junior staff, leveraging individual team member strengths and passions to maximize performance and professional growth.
- Project Governance: Maintain accountability for overall project success, including monitoring action plans, providing quality assurance, and proactively identifying and mitigating risks.
- Execute Full Implementation Cycle: Manage team and projects to drive project completion, executing multiple concurrent client projects, ensuring successful implementation of the Sage Intacct.
- Drive Project Success: Utilize a prescriptive implementation methodology and templated project plans to consistently deliver projects on time, within scope, and on budget, maximizing customer satisfaction and solution adoption.
- Business Development: Utilize and expand professional relationships through networking and marketing efforts to identify and capitalize on new business opportunities and promote the firm's services to existing clients.
- Culture & Standards: Uphold and reinforce the firm's professional and technical standards, fostering a culture of continuous improvement and innovation across the practice.
Core Technical & Consulting Responsibilities
- Client Collaboration: Partner with clients and our internal team to fully understand evolving business needs and translate them into robust Sage Intacct solution requirements.
- Discovery & Analysis: Lead detailed discovery and scoping sessions to gather functional requirements for new module implementations, third-party integrations, and process optimization efforts.
- Scope Management: Accurately define project scope and estimate hours, identifying potential risks and necessary customizations early in the process to ensure smooth implementation and adjusted scope when needed.
- Contracting: Develop and present detailed Statements of Work (SOWs), including clear project timelines, deliverables, and financial estimates.
- System Integration: Guide clients through the Sage Intacct side of third-party integrations, advising on data flow, configuration needs, and best practices for ongoing use.
- Apply Product Expertise: Maintain expert-level knowledge of Sage Intacct, including advanced module functionality, and stay current with all new product features and enhancements.
- Vertical Industry Knowledge: Apply in-depth vertical knowledge of industry terminology, operational processes, and business intricacies to tailor solutions effectively.
- Additional Systems Experience or Knowledge of Market Place Partners with one or more of these systems: Bill.com, Expensify, Toast/MarginEdge, DataBlend for system integrations, Ramp, Mineraltree, Sage Intacct Payroll powered by ADP, Paychex, Paylocity, Martus Budgeting, Sage Intacct Fundraising powered by DonorPerfect, Salesforce, and Velixo.
Advanced Subject Matter Expertise
- Dynamic Allocations
- Fixed Assets
- Prepaids
- Domestic or Global Consolidations
- Project and Billing
Qualifications:
- Bachelor's degree in Computer Science, Information Technology, Accounting, or a related field.
- 7-10 years of experience in developing and implementing business software technology solutions.
- 3+ years of supervisory or team leadership experience.
- Strong understanding of all core Sage Intacct modules (GL, AP, AR, Purchasing, Order Entry, Cash Management).
- Advanced module implementation experience and knowledge, including Allocations, Prepaids, Fixed Assets, and Project Accounting.
- Sage Intacct Implementation Consultant Certification and Sage Intacct Accountants Certification.
- Demonstrated accounting background or knowledge base and deep understanding of accounting workflows.