Professional Services Consultant

Responsibilities

• Customer delivery and implementation: Deliver services in accordance with Sage Intacct’s Project Delivery Methodology, adhering to defined project scope, timelines, and tools. Ensure successful execution of implementation activities across multiple concurrent projects.
• Requirements gathering and solution design: Lead customer meetings to identify, document, and translate business requirements into effective software solutions. Design and configure Sage Intacct modules, including General Ledger, Accounts Payable, Accounts Receivable, Order Entry, Purchasing, Time & Expense, and others.
• Data migration and system configuration: Manage customer legacy system data migration including performing Sage Intacct data import template reviews, identifying/resolving customer population errors, and loading the data via the Sage Intacct user interface.
• Reporting and dashboard development: Develop dashboards, financial reports, custom reports, and invoice templates using Sage Intacct tools to meet customer reporting needs.
• Project execution and communication: Complete assignments on time and provide regular status updates to Project Managers and customers. Maintain alignment with project plans and proactively address risks or delays.
• Utilization and time tracking: Achieve assigned revenue and/or billable hour targets. Accurately track and report time daily using designated systems.
• Continuous learning and product knowledge: Stay current on Sage Intacct product enhancements and new features released quarterly.
• Relationship management: Build and maintain strong, positive relationships with customers and internal teams to support successful project outcomes and customer satisfaction.

Qualifications:

• Bachelor’s degree in Accounting, Finance, Computer Science, Information Technology, or a related field (or equivalent experience).
• Minimum of 2 years of experience delivering consulting services and implementing ERP or financial management software solutions.
• Knowledge of financial accounting principles; MBA and/or CPA is a plus.
• Experience working across multiple projects simultaneously with the ability to meet deadlines and manage competing priorities.
• Familiarity with SaaS implementations and a strong interest in technology and software solutions.
• Exposure to a variety of industries and business models (e.g., nonprofit, software, healthcare, retail, financial services).
• Strong verbal and written communication skills, including professional business writing.
• Analytical, detail-oriented, and able to solve problems effectively.
• Self-motivated, adaptable, and able to work both independently and collaboratively in a fast-paced environment.
• Customer-focused mindset with a proactive and service-oriented approach.
• Minimal travel required (estimated a few trips per year for company events).

Plenty of perks:

• 100% paid premiums for health, dental, and vision coverage.
• RRSP contribution match (100% up to 4%).
• 35 days paid time off (11 paid holidays, 16 vacation days, 3 personal days, 5 sick days).
• 18 weeks of paid parental leave for birth, adoption, or surrogacy offered 1 year after the start date.
• 5 days paid yearly to volunteer (through Sage Foundation).
• $5,250 tuition reimbursement per calendar year starting 6 months after the hire date.
• Sage Wellness Rewards Program (annual fitness reimbursement).
• Library of on-demand career development options and ongoing training offerings.

Who is Sage: https://www.sage.com/en-us/company/about-sage/

Life at Sage: https://www.sage.com/en-us/company/careers/

Our Values & Behaviors: https://www.youtube.com/watch?app=desktop&v=vt5JXf-Gwno&feature=youtu.be