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Sage Intacct Senior Consultant

Urgent

Required Skills

(3)

Job Description

Intacct Senior Consultant
Software Division

Company Overview
Our company has two sides to our business, corporate accounting/software services
and family office accounting/software services. We have been in business since 1996 and have approximately 80+ employees. We recently rebranded under the name in 2021. Our 13 Principles truly are who we are or at least who we strive to be.

Who Makes a Highly Successful Consultant?
As a Senior Consultant, you will work directly with internal and external clients to implement Sage Intacct accounting software with high satisfaction and successful adoption. We are looking for team members to join our proactive, solution-focused community. To be successful in this role, you should be adept at hands-on configuration of the software, solving complex problems in real-time, and possess excellent communication skills. Other responsibilities include project
management, providing system support and training, developing reports and dashboards, and improving our workflows and processes.
If you possess 3+ years of experience implementing Sage Intacct software, providing technical direction, and helping clients (internal and external) succeed beyond their expectations, we encourage you to read on.

Job Description: Overview and Skillsets

Overview and Skill Sets:
The person who will excel in this position has similar traits to that of an entrepreneur. Another term for this position is “Intrapreneur” because you are tasked with managing and growing your own business unit within the company. The following is a mix of traits and experience that are essential for success in this position:
● Drive: We are not trying to win a participation trophy here. There are obstacles to being successful in this position. The pride and rewards of building a great team and a great division is fantastic, but it doesn’t just happen. Drive is #1 for success.
● Pro-activity: Rather than waiting for someone to drive the momentum forward, you are constantly looking for ways to streamline processes, follow-up with clients and team members, and take on new initiatives.
● Persistence: Ups and downs will happen. Always move forward.
● Sense of Urgency: As noted above, not acting with reckless abandonment, rather,
executing the plan, day-in-day-out, week-in-week-out. Closing deals, engaging with your team, handling problems head-on, etc.
● Leadership: Great companies have leaders at all levels. We define leaders as those who show up in their jobs every day, every week, and continue to consistently deliver and then, occasionally, they seem to perform a miracle. Something that is “Beyond the Numbers” in our world.
● Unflappable: This position’s demeanor will reverberate through their division and through the company as their division grows. Problems will come up; we will handle them. Focus on the solution, rather than persevering on the problem.
● Sales/Revenue Building Mentality: There is no such thing as a bottom line if we cannot aggressively establish and grow a recurring revenue top line.
● Build, manage, and lead a team of software consultants: A varied skillset is necessary to do this. This position will report to the President and work with our internal resources to develop our operations while growing the team. Must possess the ability to deploy advanced business analytics skills to solve complex problems- translating customer requirements into deliverable solutions.
● Software: We are committed to growing our SAGE Intacct practice and being the Family
● Office industry leader in this niche. You should have an extensive background in software
consulting (ideally with Intacct or a similar product) and expertise in Sage Intacct features
and functionality applicable to the Family Office industry.
● Business mindset / Bachelor’s Degree: This position requires Building a successful practice will need this person to possess the technical abilities to be a top level Intacct consultant along with the leadership qualities to assemble and grow a team.
 
Job Description: Future / Bigger Picture
Our client has a long history in the CRE world, and more recently we have made our mark in the Family Office (and Bill Pay) industry. We are a leader in this industry, recognized by many Investment Banks,RIAs, and Family Offices as a thought leader.
 
Our longer-term plans for our professional services team are the following:
● Clients: Onboard 100 or more Family Office clients over the next 3-4 years.
● Team: Build out a team to support this growth in a proactive way. Lead consultants,account managers, etc. need to be built out, developed, and trained.
● Processes: Build out the methodology to standardize implementations and support.
● Consult with clients to analyze, define, and document accounting workflows and functional requirements for the implemented solution.
● Integrations and Conversions: Lead the industry in understanding the various integrations (including our own applications) and become a thought leader in this space.
● Perform Accounting data conversions from various accounting systems (i.e. QuickBooks, etc.) to include data cleansing, data mapping, translations, validation, testing, and review.

Qualifications

  • Sage Intacct System experience

Benefits

A great talent deserves even greater compensation. CoDev provides several benefits that you can enjoy as soon as you join our growing team. We take pride in delighting you with what you deserve.