About The Role

The Sage Intacct Consultant is our client’s resource for all things technical. You will work directly with our clients, setting up all phases of software implementation and servicing support tickets after clients “Go-Live.” Our consultants create, integrate, and implement data and system modules, while training clients in the use of our products. This role is highly technical but also relational, as you will support your clients from discovery to implementation to a long-term “Client for Life” technical support relationship.

Work Location

This is a fully remote position, with the employee primarily working out of their residential home office.

Role and Responsibilities

Assist clients by successfully managing and implementing Sage Intacct following the prescribed implementation methodology.

Analyze and document system and business requirements.

Set up system and configure according to client requirements.

Develop test scripts for client’s testing phase.

Train end-users on the Sage Intacct

Make recommendations for new processes and procedures.

Develop reports and dashboards utilizing the Sage Intacct

Set up and configure 3rd party integration tools.

Work closely with the sales team and other support team members to coordinate the completion of project tasks.

Provide regular written reports on project status for use internally and with clients.

Manage projects with ability to keep projects on time and on budget.

Provide technical support to clients as needed.

Provide input and contribute to the development of new processes and procedures for service delivery, including development of templates, documentation of best practices, and contribution to the knowledge base library.

Recognize functional capabilities and limitations for out of the box functionality as well as custom code and ISV solutions.

Participate in multiple engagements simultaneously while ensuring deadlines and quality expectations are being met.

Manage complex projects from beginning to end.

Research and/or escalate complex software issues to identify improvements and opportunities.

Work with developers and other team members to define client enhancement needs.

Other duties as needed/assigned.

Position Requirements

1+ years’ experience with ERP software consulting/implementation, with preference given to experience with Sage Intacct.
High emotional intelligence.
Positive “Can-Do” attitude.
Exceptional written and verbal communication.
Impeccable customer service skills.
Strong organizational skills.
Strong aptitude for ERP software products.
Ability to thrive in the dynamic atmosphere of a technical organization with a rapidly expanding client base.
Accounting background, including the ability to intelligently discuss accounting-related concepts.
Bachelor’s degree in Computer Science, Information Technology, Business Technology, Accounting, or a related field of study.
Experience with standard office software, including Office 365, OneNote, GoToMeeting
Familiarity with ConnectWise ticketing software is a plus.

What You'll Do

Implementation & Configuration

Lead and manage Sage Intacct implementations following the company's prescribed implementation methodology, keeping projects on time and on budget.
Analyse and document system and business requirements, translating client needs into scalable Sage Intacct configurations.
Set up and configure Sage Intacct modules according to client-specific requirements, including third-party integration tools.
Develop test scripts to support client testing phases and validate system configurations prior to go-live.
Develop reports and dashboards within Sage Intacct tailored to each client's reporting needs.

Client Training & Support

Train end-users on Sage Intacct functionality, ensuring a smooth and confident transition to the new system.
Provide ongoing technical support to clients post-go-live, managing and resolving support tickets in a timely manner.
Build and maintain long-term "Client for Life" relationships — serving as a trusted advisor well beyond the initial implementation.
Make proactive recommendations for new processes and procedures that improve client outcomes.

Project & Team Collaboration

Manage multiple client engagements simultaneously, ensuring deadlines and quality expectations are consistently met.
Work closely with the sales team and other support team members to coordinate project tasks and ensure seamless handoffs.
Provide regular written project status updates for internal teams and clients.
Collaborate with developers and team members to define and prioritize client enhancement needs.
Research and escalate complex software issues, identifying improvements and opportunities for resolution.
Contribute to the development of internal processes, templates, best-practice documentation, and the knowledge base library.

What They're Looking For

Required

1+ years of experience in ERP software consulting or implementation; Sage Intacct experience strongly preferred.
Strong accounting background — able to intelligently discuss accounting concepts and understand the financial processes behind the systems being configured.
Exceptional written and verbal communication skills with impeccable client service instincts.
High emotional intelligence — this role requires both technical depth and the ability to build trust with clients across diverse industries.
Strong organisational skills with the ability to manage multiple engagements simultaneously without losing quality or responsiveness.
Solid aptitude for ERP software products and comfort learning new platforms quickly.
Ability to thrive in a fast-moving, growth-oriented environment with an expanding client base.
Bachelor's degree in Computer Science, Information Technology, Business Technology, Accounting, or a related field (or equivalent experience).
Proficiency in Microsoft Office 365 and standard collaboration tools.

Nice to Have

Hands-on experience with Sage Intacct implementation across multiple modules.
Experience setting up and configuring third-party integrations with Sage Intacct.
Familiarity with ConnectWise or similar ticketing/PSA platforms.
Experience developing reports and dashboards within Sage Intacct.