Lead and deliver high quality, tailored Sage Intacct product demonstrations aligned to prospect needs, including scenario walkthroughs and clear value messaging
Support deal teams by coordinating and driving activities required to advance opportunities through the sales process and towards close
Respond confidently to functional and process-oriented questions, positioning Sage Intacct capabilities in a clear, credible way for both technical and non-technical stakeholders
Lead discovery sessions during the sales cycle to gather and document business requirements, current state workflows, and success criteria
Translate requirements into solution recommendations, including module alignment, reporting approach and integration considerations (e.g., marketplace or API-enabled integrations)
Develop or contribute to SOWs, project scope documents, and requirements summaries that enable accurate pricing, clear expectations, and a strong client experience
Requirements
Significant experience, ideally 6-10 years, in ERP solution consulting, sales engineering, and sales, including leading discovery and demos through the full opportunity lifecycle
Strong Sage Intacct experience required, in both core and advanced modules
Deep understanding of GAAP accounting and core finance processes (GL, AP/AR, financial reporting, etc.), with the ability to translate requirements into system solutions
Strong business fluency across areas such as Record-to-Report, Procure-to-Pay, Order-to-Cash, and Financial Close
Variety of industry knowledge (preferably including Financial Services, SaaS/Technology, Professional Services, and Non-Profit)
Bachelor’s degree in Accounting, Finance, Business Information Systems, Business Development, or related field