Lead Sage Intacct implementations from requirements gathering through configuration, testing, training, and go-live support. Configure modules and integrations, create reports and dashboards, resolve support issues, and advise clients on process improvements. Manage multiple engagements, communicate project status, collaborate with sales and development teams, and build long-term client relationships. The role is fully remote and requires strong accounting knowledge, communication, organization, and client-service skills.
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
- 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.
- 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.
- 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.
Implementation & Configuration
Client Training & Support
Project & Team Collaboration
What They're Looking For
- 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.
- 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.
Required
Nice to Have
Pine Services Group San Francisco, California, USA Office
San Francisco, CA, United States
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