Sage Intacct Consultant

Job description

One of Pine's portfolio companies is a fast-growing Sage Intacct partner helping mid-market businesses transform their finance and operations. They're looking for a **Sage Intacct Consultant** to serve as the primary technical resource for their clients — guiding them from discovery through implementation and into a long-term support relationship. This is a role that's as relational as it is technical. The successful candidate will work directly with clients across every phase of the engagement — setting up and configuring Sage Intacct, training end-users, and providing ongoing post-go-live support. If you're energized by solving complex problems, building lasting client relationships, and working in a fast-moving environment where your work directly impacts client success, this role is for you. This is a **fully remote role**, with the employee primarily working from their home office. ### 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.