Lead Functional Consultant - Sage Intacct

Consero Global

Website: conseroglobal.com
Job details:

JOB DESCRIPTION

Role Overview:

As a Senior Functional Consultant specializing in system implementations for FaaS clients, you will play a key role in delivering high-quality solutions. You'll be responsible for ensuring smooth, tailored implementations with a strong emphasis on Sage Intacct's modules. Your ability to build strong client relationships, navigate complex requirements, and collaborate effectively with cross-functional teams will be essential to successful client onboarding and satisfaction.

Key Responsibilities:

Client Engagement & Requirements Gathering

• Act as the primary functional point of contact for clients throughout the project lifecycle. ·
• Lead discovery sessions to capture business and financial requirements. ·
• Document future-state processes, system requirements, and gaps using standard templates. ·
• Define system dimensions (entities, departments, locations, projects) to support client reporting needs. ·
• Drive measurable success in client onboarding through timely delivery, alignment with financial reporting requirements, and system adoption ·

Solution Design & Configuration

• Collaborate with Solution Architects, reporting lead and technical teams to ensure end-to-end solutions ·
• Design and configure Sage Intacct and associated tools (BILL, Nexonia, Expensify, Divvy) to align with client needs. ·
• Incorporate best practices in accounting and financial operations, including revenue recognition, project costing, and reporting. ·
• Lead change management discussions, ensuring client teams understand and adopt new workflows and financial processes enabled by the tech stack. ·

Implementation & Testing

• nboard clients onto the Consero tech stack and configure advanced modules ·
• Execute test strategy and coordinate user acceptance testing (UAT). ·
• Extract, transform, and validate legacy master data; map to future-state structure. ·
• Support data migration, including historical financials. ·

Training & Go-Live Support

• Deliver client training sessions on configured systems and processes. ·
• Train internal teams on new client-specific solutions and workflows. ·
• Provide support during the first month of Go-live ·

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Project Oversight & Risk Management

• Monitor tasks via Smartsheet and coordinate with cross-functional teams. ·
• Escalate risks, scope changes, and timeline impacts to Project Manager promptly. ·
• Track client sentiment and maintain alignment to ensure successful delivery. ·

EXPERTISE AND QUALIFICATIONS

Preferred Qualifications:

• Sage Intacct Implementation Specialist and/or Advanced Module certifications. ·
• Experience with other financial systems (Salesforce, BILL, Nexonia, Expensify, ADP). ·
• Familiarity with Smartsheet or other task/project management tools. ·

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