The Sage Intacct Consultant assists clients with implementation, provides technical support, develops reports, and manages projects while ensuring client satisfaction.
Position Overview:
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.
Top Skills
Connectwise
Gotomeeting
Office 365
Onenote
Sage Intacct
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