Sage Intacct Consultant

The Role

Our Sage Intacct Consultant will have very strong knowledge of the Sage Intacct application and will work alongside a team of laser-focused professionals who are dedicated to delivering a world-class experience to our clients. Our consultants:

• Strategically guide clients through the software implementation process
• Deliver informative, insightful, and engaging training
• Provide timely, outstanding post-implementation service and support

Role Responsibilities

• Conduct in-depth discovery meetings targeted at understanding, capturing, and identifying the complex business requirements and operational objectives of the client
• Produce professional documentation of current challenges, future requirements, and benefits in a manner appropriate for clients and prospective clients; create Statements of Work (SOW)
• Perform project scoping, planning, business process mapping, UAT testing
• As the Subject Matter Expert on the solution, provide guidance and direction to both internal implementation team and client implementation team
• May contribute to the business development process by participating in sales calls, assisting with proposal development, and delivering presentations
• Deliver insightful and engaging training sessions via phone, web, or in-person
• Provide prompt, exceptional customer service and support

Day in the Life of our Sage Intacct Consultant

• Actively participate in the software implementation process
• Schedule and participate in discovery meetings with clients to gather requirements for the implementation project
• Create and update Statements of Work
• Lead configuration sessions with clients
• Business process mapping and data migration
• User acceptance testing
• Create training documents and lead training sessions with clients
• Participate in sales calls, acting as a Subject Matter Expert on the software
• Respond to support calls and resolve issues in a timely manner
• Attend project status meetings
• Travel to client sites (as needed)

Role Requirements

Skills and Expertise

• Possess a minimum of 1-2 years of experience as a Sage Intacct Consultant, handling at least 2-3 Sage Intacct implementations, which include setup, configuration, and, if applicable, customization OR 2-3 years of experience as a Sage Intacct user
• Hold a bachelor’s degree (preferred)
• Have in-depth manufacturing/distribution or accounting/finance experience
• Experienced with project scoping, planning, requirements gathering, business process mapping and end-to-end process experience is a plus
• Understand common industry business practices related to accounting, sales/manufacturing/inventory management, as well as an advanced understanding of accounting theory, accounting systems, US GAAP, and IFRA
• Demonstrate ability to juggle multiple projects successfully, while meeting deadlines
• Outstanding organizational, time management, communication, and listening skills required
• Exhibit exceptional interpersonal, customer service, decision-making, and analytical abilities
• Ability to function effectively in collaborative, team-oriented, matrix environment, and build strong relationships with managers, co-workers, clients, vendors, and internal clients
• Working knowledge of MS Office, Outlook, and proficiency with CRM tools