Sage Intacct Senior Consultant, Advisory & Post Production Support (PPS)

Role Overview

Join our rapidly growing Technology Enablement practice as a trusted advisor to clients, bringing deep functional expertise in Sage Intacct to help our clients get more value from systems they already own. As a Sage Intacct Senior Consultant on our Advisory & PPS team, you will support health checks, optimization initiatives, and enhancement projects for live Sage Intacct environments, and provide post-production support that keeps client finance teams running smoothly. You will work alongside CrossCountry's consulting teams to deliver high-quality outcomes, contributing to a learning-focused practice where your growth is supported and your voice is heard.

 

What You'll Do

Execute Advisory Engagements

• Conduct Sage Intacct health checks and reviews across customer’s configuration, security, workflows, reporting, integrations, and business processes to identify gaps, risks, and opportunities to improve system performance and user adoption.
• Design and deliver optimization and enhancement projects for live Sage Intacct environments – re-engineering the chart of accounts and dimensions, streamlining month-end close, tightening Procure-to-Pay and Order-to-Cash workflows, and improving reporting and dashboards.
• Translate client business requirements into Sage Intacct configurations and workflows across core modules – General Ledger, Accounts Payable/Receivable, Billing, Procurement, Expenses, and Revenue Recognition – applying industry best practices.
• Develop roadmaps and business cases that help clients prioritize enhancements, plan module expansions, and realize value from their Sage Intacct investment.

Deliver Post-Production Support

• Provide day-to-day functional support to clients running Sage Intacct in production – resolving issues, processing enhancement requests, and tuning system configurations.
• Troubleshoot functional problems across core Sage Intacct modules and related finance and accounting processes such as Procure-to-Pay, Order-to-Cash, and Month-End Close.
• Identify patterns across support requests and proactively recommend configuration or process changes to reduce recurring issues and elevate longer-term advisory opportunities.

Partner with Clients & Project Teams

• Serve as a trusted day-to-day contact for client stakeholders within your assigned workstream, building strong working relationships and supporting on-time, on-budget delivery.
• Prepare clear status updates, requirements documentation, and design artifacts; escalate issues or risks to CrossCountry project managers as appropriate.
• Participate in client workshops, team meetings, and knowledge-sharing sessions, contributing strong written and verbal communication throughout.

Drive Quality & Continuous Improvement

• Perform data analysis, import/export formatting, test script development, and documentation to support client deliverables and system integrity.
• Identify reusable design patterns and contribute to internal templates, accelerators, and knowledge resources that scale across the practice.
• Maintain thorough documentation of design decisions, configurations, support activities, and project deliverables in line with CrossCountry standards.

Embrace AI & Emerging Tools

• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, 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.

 

What You'll Bring

Experience

• 3+ years of hands-on experience implementing, supporting, or optimizing Sage Intacct (or comparable ERP/financial cloud applications) in a consulting, advisory, or client-services environment.
• Hands-on configuration experience across core Sage Intacct modules: General Ledger, Cash Management, Accounts Payable/Receivable, Order Entry, Purchasing and some advanced modules such as Consolidations, Dynamic Allocations, Project Accounting, Contracts, Inventory, and Fixed assets.
• Strong understanding of foundational accounting concepts, including Chart of Accounts, Journal Entries, Trial Balance, and Intercompany transactions.
• Demonstrated experience supporting live Sage Intacct environments – health checks, optimization, enhancements, or post-production support – for one or more clients.
• 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.

Skills

• Strong spoken and written communication skills, with the ability to translate technical concepts into clear updates for clients and internal teams.
• Ability to analyze and format data for Sage Intacct imports and exports based on system requirements.
• Detail-oriented and self-motivated, with a track record of managing multiple priorities and meeting deadlines in a fast-paced environment.
• Comfort with AI tools and openness to leveraging emerging technologies to improve personal and team productivity.

Qualifications

• Bachelor's degree in Accounting, Finance, Business, Information Systems, or a related field.
• Sage Intacct Implementation Specialist certification strongly preferred.
• CPA or equivalent accounting designation is a plus.
• Experience with project coordination tools, ticketing platforms, and remote collaboration software (e.g., Jira, Salesforce, Microsoft Teams).
• Willingness to travel as needed to support client engagements.