Lead end-to-end Sage Intacct implementations and phased rollouts, own solution architecture and integrations across finance processes, support sales enablement, mentor teams, contribute to marketing and AI-enabled solutions, and drive delivery excellence for a range of clients.
Role Overview
Join our rapidly growing Technology Enablement practice as a Sage Intacct Solution Architect and trusted client advisor, blending deep technical product expertise, system transformation experience, and project management rigor to design and deliver integrated solutions across a wide range of client complexity – from emerging high-growth companies to multi-entity, global organizations. This role combines hands-on solution architecture and delivery leadership on Sage Intacct engagements with sales enablement and people development responsibilities, ensuring clients receive tailored solutions that drive operational excellence, scalable finance operations, and long-term growth.
What You’ll Do
Lead Client Delivery
- Lead end-to-end delivery of Sage Intacct engagements – including initial implementations and phased rollouts – applying project management discipline across scoping, milestone planning, resource and budget management, risk mitigation, and status reporting to deliver in-scope, on-time, on-budget outcomes for clients of varying size and complexity.
- Own solution architecture across engagements, defining current- vs. future-state design, configuration approach, integration patterns, and data conversion strategy, while overseeing quality of deliverables and guiding internal teams through complex technical and functional issues.
- Architect integrated solutions leveraging deep expertise in core finance processes (Record-to-Report, Procure-to-Pay, Order-to-Cash, Financial Close) and Sage Intacct integrations with adjacent systems such as CRM, billing/revenue, FP&A, payroll, banking, and reporting platforms.
Support Sales Enablement
- Support sales enablement for the Sage Intacct practice by understanding client needs, collaborating on the appropriate solution capabilities, scoping services, and shaping the delivery approach across varying client size and complexity.
- Collaborate with technology sales and leadership teams to develop proposals, address objections, and negotiate contracts.
- Build compelling business cases for ERP solutions at all organizational levels, including executive and board stakeholders.
- Expand transformation opportunities by aligning Sage Intacct solutions with other CrossCountry service offerings.
Mentor & Develop Teams
- Coach, mentor and develop junior team members; provide feedback, and conduct performance reviews.
- Foster a culture of continuous learning and innovation, including responsible adoption of AI and automation tools.
Marketing & Growth Initiatives
- Participate in webinars and industry events to generate leads and expand market presence.
- Contribute to packaged service offerings and solution architecture frameworks.
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
- 10+ years of progressive experience in finance/accounting and ERP consulting, with proven success in ERP solution design, architecture, and end-to-end implementation.
- Hands-on Sage Intacct experience, including Core and Advanced functionality (Contracts, Global Consolidation & Advanced Ownership, Inventory, Platform Services, Sage AI, etc.).
- Prior experience in professional services (consulting, advisory, or public accounting).
- Proven project management experience leading complex, multi-workstream Sage Intacct engagements – including scoping, milestone planning, resource and budget management, task execution, risk mitigation, status reporting, and stakeholder communication – combined with effective team leadership across clients of varying size and complexity.
- Exposure to sales enablement, proposal development, and client relationship management.
- Experience serving nonprofit, financial services (including family asset management and family offices), private equity backed, and/or software & technology clients preferred.
- 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
- Deep understanding of financial processes, ERP integrations, and data architecture across the finance technology stack.
- Strong communication and presentation skills for technical and non-technical audiences.
- Ability to manage competing priorities in a fast-paced environment.
Qualifications
- Bachelor’s degree in Accounting, Finance, Business, or Information Systems (MBA a plus).
- Sage Intacct Implementation Specialist certification required.
- Willingness to travel as needed.
#LI-CH1
#LI-Remote
CrossCountry Consulting Boston, Massachusetts, USA Office
60 State Street, Suite 2150, Boston, United States, 02109
Similar Jobs
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handles inbound calls and warm leads to understand customers’ insurance needs, recommend appropriate Property & Casualty products and coverages, and convert prospects into policyholders. The role includes paid training and licensing, customer consultation, sales closing, brand representation, and remote collaboration. Employees must work a fixed schedule including one weekend day, maintain a compliant home office and wired high-speed internet, and remain in their resident state for at least one year.
Top Skills:
PcWired High-Speed Internet
%20copy.jpg)
Software
Owns the end-to-end Order-to-Cash function, including billing, collections, payment settlements, revenue operations, and reconciliation across SaaS and transaction-based revenue. The role leads process automation, collections strategy, internal controls, tool optimization, cross-functional partnerships, and development of billing and payment operations teams.
Top Skills:
AchAdyenAsc 606ChatgptClaudeExcelSalesforceStripeTsysWorkdayZuora
Artificial Intelligence • Big Data • Healthtech • Information Technology • Machine Learning • Software • Analytics
Leads HealthRules, Facets, or QNXT configuration design, system changes, and quality assurance testing for health plan processes. Gathers and documents requirements, configures benefits, pricing, provider, claims, enrollment, and utilization management functions, troubleshoots technical issues, validates changes, supports end-user training, mentors users, and coordinates project meetings and deliverables.
Top Skills:
FacetsHealthrulesQnxt
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
