About this role
What You'll Do
- Lead new Sage Intacct implementations and add-on module engagements, working closely with clients and Project Managers to keep projects in scope and on budget.
- Provide timely client support — resolving cases or transitioning to publisher support within 24 hours, with at least weekly client updates throughout.
- Escalate publisher cases proactively when meaningful updates aren’t received, and maintain high CSAT across your portfolio.
- Manage multiple projects simultaneously without micromanagement — hitting milestones consistently and flagging risks early.
- Identify out-of-scope items, discuss with Project Managers, and assist with change orders in a timely manner.
- Keep project plans accurate and up to date, reflecting true effort and major tasks required to complete engagements.
- Mentor junior consultants — participating in leveling chats, group meetings, and contributing to best practices and process improvements.
- Stay ahead of Sage Intacct product releases and understand how new functionality will impact your clients now and in the future.
- Work toward advanced module certifications, including CRE, Dynamic Allocations, and Global Consolidations.
What They're Looking For
Required
- Proven experience implementing and supporting Sage Intacct in a consulting environment.
- Ability to work independently across multiple client engagements without close oversight.
- Strong project management instincts — milestone tracking, budget awareness, and change order management.
- Client-facing communication skills, with the ability to set expectations, deliver updates, and navigate difficult conversations professionally.
- Experience mentoring or providing guidance to less experienced consultants.
- Passion for making clients’ lives better through technology — a genuine can-do attitude.
- Honest, direct, and results-oriented — acts with urgency and does what’s right, not just what’s easy.
Nice to Have
- Advanced Sage Intacct certifications, particularly in CRE, Dynamic Allocations, or Global Consolidations.
- Experience working within a structured project methodology alongside dedicated Project Managers.
- Familiarity with Sage Intacct publisher escalation processes.
Location: Remote
Employment Type: Full-Time
Salary: Base salary + bonus structure
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