Sage Intacct Consultant

Pine Services Group

Remote, United States

Posted

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.

What They Offer

- Location: Remote

- Employment Type: Full-Time

- Salary: Competitive & bonuses

- Benefits: Competitive benefits package (medical, dental, vision), generous PTO and company-observed holidays, 401(k) with employer match, professional development opportunities, and a people-first culture backed by Pine Services Group

Originally posted on Himalayas

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