Sage Intacct Account Executive jobs in United States
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Cherry Bekaert ยท 1 day ago

Sage Intacct Account Executive

Cherry Bekaert is ranked among the largest assurance, tax and advisory firms in the U.S., and they are seeking a seasoned Sage Intacct Salesperson to lead new business development and practice growth. The role involves strategic sales in SaaS/ERP environments, focusing on client engagement, product demonstrations, and building long-term partnerships.

AccountingConsultingFinancial ServicesWealth Management
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Growth Opportunities
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Responsibilities

Leverage market research and data-driven insights to identify and qualify opportunities in target segments (e.g., manufacturing, CRE, nonprofits). Build and execute go-to-market (GTM) strategies, including outbound prospecting via cold calls, emails, and LinkedIn, informed by customer needs analysis and competitive benchmarking
Engage mid-market prospects (50-500 employees) by mapping current-state operations to Sage Intacct's capabilities, such as inventory management, order entry, purchasing, multi-entity support, and CRE-specific modules. Develop customized messaging and collateral to accelerate time-to-revenue
Collaborate with account executives and cross-functional teams (marketing, implementation) to nurture leads, schedule tailored demos, and advance opportunities through the funnel. Achieve quarterly quotas for qualified pipeline and closed-won revenue, while managing risks and schedules for high-impact deals
Lead interactive demos and presentations, prioritizing features based on client feedback and business vision. Function as a subject matter expert (SME) on Sage Intacct's supply chain, manufacturing, and CRE applications, drawing from hands-on experience in API integrations, ERP configurations, and operational mapping
Cultivate long-term partnerships with prospects, partners, and existing clients. Mentor junior sales staff on sales methodologies, contribute to hiring and training for practice rollout, and drive continuous improvement in sales processes and content quality
Represent the company at events, webinars, and partner programs, focusing on ERP ecosystems like Sage, Acumatica, and NetSuite to expand our network

Qualification

Sage IntacctERP sales experienceCRM tools expertiseProduct managementAPI integrationsCommunication skillsProblem-solving skillsLeadership experienceAdaptability

Required

Bachelor's degree in Business, Engineering, Finance, or related field (or equivalent, e.g., military technical training)
10+ years in ERP/SaaS sales, product management, or consulting, with direct Sage Intacct experience in sales, implementation, or practice leadership
Proven success in building ERP practices from the ground up, including staffing, operational design, and market entry strategies that drive revenue growth
Expertise in CRM tools (e.g., Salesforce, Sage CRM, HubSpot) and sales enablement platforms; familiarity with development tools like JIRA, Azure DevOps, and reporting (e.g., Crystal Reports)
Exceptional communication and strategic problem-solving skills, with a track record of consulting 500+ clients on ERP implementations and transformations
Self-starter with adaptability in fast-paced, remote environments; military or leadership background a plus for disciplined execution
Willingness to travel up to 20% for client meetings, demos, or industry events

Preferred

Sage Intacct certifications: Sales Consultant, CRE Sales/Implementation Consultant, Distribution & Manufacturing Operations (SDMO) certifications, and Product Champion status
Hands-on experience directing product roadmaps for supply chain/manufacturing modules (e.g., Inventory, Order Entry, Purchasing) and delivering GTM messaging for launches
Background in multi-ERP environments (Sage 100/300, Acumatica, NetSuite) with API/integration development and cloud services (e.g., AWS EC2, RDS)
Demonstrated ability to manage cross-functional teams, write detailed requirement documents, and analyze solutions against competitors for business process optimization

Benefits

Annual bonus
Medical, dental, and vision care
Disability and life insurance
Generous Paid Time Off
Retirement plans
Paid Care Leave
Other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection

Company

Cherry Bekaert

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Cherry Bekaert is an accounting firm that offers tax, audit, and advisory solutions.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Parthenon Capital Partners
2024-12-16Acquired
2022-06-30Private Equity

Leadership Team

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John Bartz
Strategic Alliances Director
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