Consultant, Expert Services

at  Sage

San Jose, CA 95112, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate15 Feb, 2025USD 130000 Annual18 Nov, 2024N/AAsset Management,Grammar,Corporate Events,Technology,Contract Management,Communication Skills,Software,Project Accounting,Software SolutionsNoNo
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Description:

JOB DESCRIPTION

As our Consultant, Expert Services Consultant, you will perform consulting and software implementation services to Sage customers while providing a positive experience for all involved parties. You will be a member of the Sage Intacct Expert Services team and works with multiple Sage customers concurrently implementing Sage Intacct software and/or other software solutions related to Sage Intacct.

Requirements:

  • Minimum two (2) years of progressively responsible experience providing consulting services to customers and implementing ERP/financial management software solutions (Sage Intacct experience nice-to-have) or equivalent experience
  • Knowledge of financial accounting and accounting principles (MBA and/or CPA nice-to-have).
  • Exposure to a broad range of industries and business scenarios (examples include grant-based non-profit, software provider, contract management, services project accounting, revenue management, franchise model, wealth and asset management, healthcare, and warehouse/inventory management).
  • Experience working on multiple customer projects concurrently with ability to plan and deliver disparate work assignments on-time and fulfill commitments.
  • Familiarity with implementing SaaS software and an intuitiveness/passion for software and technology.
  • Skilled at multi-tasking across projects, customers, and internal activities.
  • Strong verbal communication skills resulting in influence and positive relationships, and strong written communication skills including professional style writing and effective use of grammar.
  • Ability to work well with others and independently. Self-directed and self-motivated with a demonstrated work ethic and ability to perform under pressure.
  • Enthusiastic, friendly, proactive, responsive, positive-minded, customer focused, service oriented, intellectually curious, creative, flexible, ambitious, and self-confident.
  • Minimal travel expected (estimate a few trips per year for Sage corporate events).
  • BS in Accounting/Finance or Computer Science/Information Technology or the equivalent

Responsibilities:

You will:

  • Deliver services to customers following Sage Intacct’s Project Delivery Methodology and utilizing Sage Intacct’s service delivery tools while adhering to project plans and staying within a project’s scope (as defined in the signed Statement of Work).
  • Lead meetings with customers to identify and document requirements and translate to software solutions.
  • Design and configure solutions addressing customer requirements in the Sage Intacct core financials and related business functions/modules (examples include Company, General Ledger, Purchasing/Accounts Payable, Order Entry/Accounts Receivable, Time & Expense, sales tax, and inter-entity accounting).
  • Manage customer legacy system data migration including performing Sage Intacct data import template reviews, identifying/resolving customer population errors, and loading the data via the Sage Intacct user interface.
  • Develop dashboards, financial reports, custom reports, and invoice print templates using the tools in Sage Intacct.
  • Achieve revenue and/or billable hour minimums as assigned by the Consultant’s manager and accurately track work time daily using the designated time-tracking tools.
  • Complete assignments on-time and provide regular status reports/updates on work assignments to Project Managers and/or customers.
  • Keep current on the latest software features and enhancements released quarterly by Product Management.
  • Build strong, positive relationships with both internal and customer personnel.

Requirements:

  • Minimum two (2) years of progressively responsible experience providing consulting services to customers and implementing ERP/financial management software solutions (Sage Intacct experience nice-to-have) or equivalent experience
  • Knowledge of financial accounting and accounting principles (MBA and/or CPA nice-to-have).
  • Exposure to a broad range of industries and business scenarios (examples include grant-based non-profit, software provider, contract management, services project accounting, revenue management, franchise model, wealth and asset management, healthcare, and warehouse/inventory management).
  • Experience working on multiple customer projects concurrently with ability to plan and deliver disparate work assignments on-time and fulfill commitments.
  • Familiarity with implementing SaaS software and an intuitiveness/passion for software and technology.
  • Skilled at multi-tasking across projects, customers, and internal activities.
  • Strong verbal communication skills resulting in influence and positive relationships, and strong written communication skills including professional style writing and effective use of grammar.
  • Ability to work well with others and independently. Self-directed and self-motivated with a demonstrated work ethic and ability to perform under pressure.
  • Enthusiastic, friendly, proactive, responsive, positive-minded, customer focused, service oriented, intellectually curious, creative, flexible, ambitious, and self-confident.
  • Minimal travel expected (estimate a few trips per year for Sage corporate events).
  • BS in Accounting/Finance or Computer Science/Information Technology or the equivalent.

Your benefits at Sage:

  • Comprehensive health, dental, and vision coverage
  • 401(k) retirement match (100% matching up to 4%)
  • 21 days paid time off (+1 floating holiday)
  • 5 days paid yearly to volunteer (through Sage Foundation)
  • Sage Wellness Rewards Program (flexible ways to use wellness credit and fitness reimbursement)
  • A library of on-demand career development options and ongoing training offerings

Dig deeper about who we are:
Who is Sage: https://www.sage.com/en-us/company/about-sage/
Life at Sage: https://www.sage.com/en-us/company/careers/
Our Values & Behaviors: https://www.youtube.com/watch?app=desktop&v=vt5JXf-Gwno&feature=youtu.be
How we make a difference: https://www.sage.com/en-us/company/sage-foundation/
Sage Business Cloud - SaaS for Every Business: https://www.sage.com/en-us/products/
The compensation offered will be determined by factors such as location, level, job-related knowledge, education, and experience. For this role, in those locations, the total cash range for new hires is: $110,000 to $130,000 3rd quartile.
In addition to base salary, employees will participate in either a bonus plan based on company and individual performance, or a role-based, commission plan. Our talent acquisition team will provide the specific opportunity on our bonus or incentive programs to eligible candidates. The range listed reflects the Sage total compensation package.


REQUIREMENT SUMMARY

Min:N/AMax:5.0 year(s)

Other Industry

Accounts / Finance / Tax / CS / Audit

Other

BSc

Technology

Proficient

1

San Jose, CA 95112, USA