Business Software Dir. - Sage Intacct Specialist

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the role

CLA is currently seeking a Business Software Director - Sage Intacct to join our growing CLA Digital Team. This role is a leader in developing and managing staff, business plans, and fiscal budgets. They are responsible for developing and administering the business software consulting practice within the region. They develop and update strategies and guidelines for delivery of business software solutions to firm clients.

• Collaborate with existing clients and the Client Success team to understand Client's evolving business needs and translate those into Sage Intacct solution requirement.
• Lead discovery scoping calls to gather functional requirements for new modules, integrations, or process optimization.
• Define project scope and hours for implementation of recommendations
• Create and present Statement of Work (SOWs), including timelines and estimates
• Identify potential risks and customizations needed early in the project scoping process to ensure a smooth implementation project and adjust scope and hours accordingly
• Experience leading & performing as a subject matter expert on implementations of advanced modules such as :

Dynamic Allocations

Managing Engagements : Monitors action plans for multiple projects and delegates assignments based on individual team member strengths and passions. Works with the Business Software Services Manager to review, correct course, and provide quality assurance for projects. Proactively seeks opportunities to build relationships through marketing or other networking efforts. They leverage existing relationships to promote new services to current clients, generates client referrals, and builds new relationships.

Managing Operations : Works with local offices to ensure understanding of new initiatives, consistency, and compatibility with business software solutions delivery capabilities. Develops improvement programs to enhance business software consulting capabilities and grow existing services.

Person should have extensive Sage Intacct experience.

What you will need

Our Perks

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Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits click here.

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