Abdo · 2 weeks ago
Sage Intacct Manager
Scottsdale, Arizona, United States
Full-time
Hybrid
Mid, Senior Level
$95K/yr - $140K/yr
5+ years expAbdo is a progressive accounting firm looking for a Sage Intacct Manager who combines technical expertise with exceptional client service. This role involves leading Sage Intacct implementations, managing client relationships, and providing ongoing support to ensure successful technology solutions for clients.
AccountingConsultingFinanceFinancial Services
Responsibilities
Conduct analysis and design processes for Sage Intacct in the areas of: Core Financials, Fixed Assets, Inventory, and Project/Grants Tracking & Billing
Communicate the benefits of Sage Intacct solutions to stakeholders and design solutions that meet customer needs
Collaborate with teams and clients to assess accounting systems, processes, and needs throughout the implementation discovery process
Provide proficient explanations of the accounting system, configuration, business processes and technical architecture of Sage Intacct
Lead software implementation and integration, including training and support for client adoption
Perform solution design, system testing, testing, training and go-live activities
Create customizations using Platform Services and evaluate new Sage Intacct features
Manage client engagements, relationships, and provide post-implementation support
Assist with special accounting/advisory projects and mentor Sage Intacct Implementation Associates
Support project management activities and seek opportunities to grow department revenue
Provide Sage Intacct product expertise and support for: implementation team, SIAP teams, and clients
Oversee client support portal and processes to ensure effective client service
Build strong client relationships and loyalty, providing proactive recommendations
Manage Sage Intacct renewals, subscriptions, and client payments; create/manage quotes and ensure billing accuracy
Track and develop opportunities within the client base using HubSpot
Maintain up-to-date client information in systems; resolve customer/vendor issues as needed
Design, lead and manage onboarding for organizations using Sage Intacct joining Abdo services
Support sales and demos for new client acquisitions as needed
Participate in marketing events, sales meetings, and Sage VAR Partner calls
Provide reporting and revenue forecasting to management; collaborate with leadership to enhance service offerings
Analyze new functionality in quarterly releases and communicate via newsletters to client base
Qualification
Required
Bachelor's degree in accounting or a technology-related field
Sage Intacct Implementation Specialist certification
Minimum of 5 years of experience as a Sage Intacct implementation consultant
In depth knowledge of accounting (or demonstrable experience of accounting processes)
Sage Intacct implementation experience in Core Financials (General Ledger, Accounts Payable, Purchasing, Accounts Receivable, Order Entry, Cash Management, Basic Sage Intacct Budgeting), Project/Grant Tracking & Billing, Sage Intacct Planning, Dynamic Allocations, Fixed Assets and Inventory Management
Strong commitment to and in depth experience with custom Sage Intacct reporting and dashboards
Advanced proficiency with Excel (pivot tables, vlookups, macros, etc.) for efficient data mapping, integration, and migration of customer data
Demonstrated expertise supporting Sage Intacct with key Marketplace Partners such as BILL, Ramp, and Martus Solutions
Strong communication skills in speaking, writing, and presenting; self-motivated with the ability to work independently
Desire to work in a fast-paced environment with a collaborative spirit and adaptability to change
Enthusiastic about leadership with aspirations to lead a practice and become a firm partner
Preferred
CPA certification
Project management experience
Benefits
Medical, dental, vision, HSA with employer match, FSA medical and dependent care, long & short-term disability insurance options
22 days per year of PTO, 8 full holidays, 2 half holidays, 24 hours paid volunteer time, parental and grandparent leave
401(k) plan with employer contributions up to 4.5%
Abdo-sponsored telehealth platform
Technology reimbursement
Half day Fridays June through September
Professional expenses and CPA support and bonus
Company
Abdo
Abdo is a full-service accounting and consulting firm that delivers customized strategies and innovative solutions to help organizations and businesses succeed.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jack Abdo
Audit Service Leader
Company data provided by crunchbase