Senior Sage Intacct Consultant

One of Pine’s portfolio companies is a growing Sage Intacct practice helping mid-market businesses transform their finance and operations. They’re looking for a Senior Sage Intacct Consultant to lead client implementations, support add-on modules, and serve as a trusted advisor to clients well beyond go-live.

This is a senior role with real ownership — you’ll manage projects, mentor junior consultants, and build lasting client relationships. The right person is self-directed, client-obsessed, and energized by the challenge of making complex technology work simply for the people using it.

This is a fully remote role.

• 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.

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.