Client Enrichment Consultant
Role Overview
Key Responsibilities
- Serve as the subject matter expert (SME) for Sage Intacct and related financial system solutions.
- Lead discovery sessions to understand client business processes, financial workflows, reporting needs, and system requirements.
- Design and recommend scalable Intacct configurations and best-practice solutions aligned with client objectives.
- Manage and support Intacct implementation, optimization, and enhancement projects from requirements gathering through deployment.
- Analyze existing accounting and operational processes and identify opportunities for automation, efficiency, and system improvement.
- Configure Intacct modules, dimensions, workflows, dashboards, custom reports, and integrations.
- Provide strategic consulting on financial management best practices, system controls, and reporting capabilities.
- Translate complex accounting and technical concepts into clear recommendations for clients and internal stakeholders.
- Lead client workshops, presentations, training sessions, and solution demonstrations.
- Develop and maintain project documentation, business requirements, process maps, configuration guides, and training materials.
- Stay current on Sage Intacct product releases, new features, enhancements, and industry best practices.
- Ensure projects are delivered on time, within scope, and aligned with client expectations.
- Monitor client adoption and recommend continuous improvement opportunities to maximize system value.
- Maintain a high level of client satisfaction through proactive communication, consultative guidance, and relationship management.
Qualifications
- Sage Intacct Implementation Specialist, Certified Consultant, or similar certification preferred.
- 4+ years of Sage Intacct consulting, implementation, or financial systems experience.
- Experience with ERP implementations, system integrations, and process improvement initiatives.
- Demonstrated experience leading client-facing projects and managing multiple priorities.
- Ability to manage multiple client engagements and priorities in a fast-paced environment.
- Strong understanding of accounting principles, financial reporting, budgeting, consolidations, and month-end close processes.
- Strong analytical, problem-solving, and communication abilities.
- Excellent interpersonal, communication, and presentation skills.
- Ability to communicate complex concepts to both technical and non-technical audiences.
- Strong organizational skills and attention to detail.
- Demonstrated ability to work collaboratively within a team environment.
- Experience with Microsoft Office Suite (Word, Excel, Teams, OneDrive, etc.).
- Ability to operate effectively in a remote environment.
**A minimum of 4+ years of hands-on Sage Intacct experience (support, consulting, or implementation) is required. If you do not meet this requirement, we ask that you refrain from applying. Always Choose Exceptional | Lead with Integrity | Embody Respect and Care Deeply | Embrace Change and Innovation Note: We are only able to consider candidates who are currently authorized to work in the U.S. and Canada. We do not offer work sponsorship at this time. Salary: $90,000 - $125,000, plus incentive compensation Originally posted on Himalayas
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Skills
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