Job Summary: As a Sage Intacct Financial Solutions Consultant, you will be responsible for delivering high-quality consulting services to our clients. You will also spend about 40% of your time conducting Sage Intacct solution demos. You will leverage your expertise in Sage Intacct to design, implement, and support financial solutions that meet the unique needs of our clients. This role requires strong analytical skills, technical proficiency, and a deep understanding of accounting and financial processes.
Key Responsibilities:
- Consulting and Implementation:
o Conduct needs assessments and gather client requirements.
o Design and implement Sage Intacct solutions tailored to client specifications.
o Configure and customize Sage Intacct modules to optimize business processes.
o Lead and manage project timelines, deliverables, and client expectations.
- Consulting and Implementation:
o Work with the sales team to provide Sage Intacct demos.
o Assist in responding to RFP for Sage Intacct.
o Assist with Sage Intacct marketing related demos.
o Provide end-user training and documentation to ensure successful adoption of Sage Intacct.
o Offer ongoing support and troubleshooting for client issues and queries.
o Develop and maintain strong relationships with clients, ensuring high levels of customer satisfaction.
o Analyze client financial data and processes to identify areas for improvement.
o Develop custom reports and dashboards to provide actionable insights.
o Assist clients in leveraging Sage Intacct’s reporting and analytics capabilities.
o Stay up-to-date with Sage Intacct product updates, industry trends, and best practices.
o Participate in continuous learning and professional development activities.
o Contribute to the development of internal tools, templates, and methodologies.
Qualifications:
- Education and Experience:
o Bachelor’s degree in Accounting, Finance, Business Administration, or a related field
o Minimum of 3-5 years of experience in financial consulting, accounting, or a related field
o Proven experience with Sage Intacct implementation and support
o In-depth knowledge of accounting principles and financial processes
o Proficiency in Sage Intacct configuration, customization, and reporting
o Strong project management skills and the ability to manage multiple projects
simultaneously
o Excellent analytical, problem-solving, and decision-making abilities
o Exceptional communication and interpersonal skills
o Ability to work independently and as part of a collaborative team