Sage Intacct Consultant

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.