Sage Intacct - Solutions Consultant (Business Development)

Role Overview

As a Sage Intacct Solution Consultant, you are an experienced, client-facing sales expert responsible for accelerating growth in our Sage Intacct practice through high-impact discovery, solutioning, and tailored demonstrations. You will spend the majority of your time supporting the sales cycle – conducting structured discovery, leading demos, shaping solution recommendations, and supporting scope definition and proposal efforts.

This role is highly collaborative. You will work closely with Practice Leadership and Implementation teams to ensure opportunities are positioned effectively, and that scope, solution intent, and client context are handed off cleanly for successful implementation.

Sales Engineering & Demos

• 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

Discovery, Requirements & Solution Design

• 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)
• Partner with Practice Leaders to position value-driven solutions and shape win strategy

Scoping, Proposals & SOW Development

• Support scoping and validation, including Sage Intacct subscriptions order schedules and estimating level of effort based on defined services assumptions, constraints and dependencies
• Partner with Delivery leaders to confirm feasibility of scope, sequencing, resourcing considerations and align proposal prior to contract finalization
• Develop or contribute to SOWs, project scope documents, and requirements summaries that enable accurate pricing, clear expectations, and a strong client experience
• Support proposal development or RFP response, address potential objections, and contribute to contract scope discussions with internal leadership prior to client negotiations

Quality Assurance & Innovation

• Maintain integrity of CRM data throughout the sales process, observing firmwide guidelines and appropriate leadership approval processes
• Ensure a seamless transition from sales to delivery by facilitating structured handoff with the team, sharing discovery outputs, scope intent, risks, assumptions and solution context
• Contribute to developing and implementing firm-approved, AI-enabled solutions, in accordance with company policies on data protection, intellectual property, and professional standards
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes

Experience

• 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)
• Background in consulting, advisory and/or professional service environments preferred

Skills

• Outstanding executive presence, storytelling and facilitation skills
• Ability to lead client discussions and influence outcomes
• Strong analytical thinking
• Comfortable operating across ambiguity, especially when shaping scope and solution recommendations
• Excellent collaboration skills
• Success with aligning Sales and Delivery stakeholders
• Experience using CRM platforms, Salesforce preferred, to manage opportunities and collaboratively track pipeline
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
• Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Information Systems, Business Development, or related field
• Sage Intacct Implementation Specialist certification preferred
• Willingness to travel as needed