Sage ERP Solutions Consultant

One of our clients is seeking an experienced Sage ERP Solutions Consultant to support the implementation and optimization of Connected Payments, Huntington's integrated payments and treasury-automation solution for clients using Sage ERP platforms. This role sits within the Enterprise Payments organization and focuses on enhancing clients' payment acceptance, settlement, cash application, and banking workflows through seamless integration with their financial services.

The ideal candidate brings deep functional knowledge of Sage ERP (Sage Intacct strongly preferred) and has hands-on experience designing and deploying financial system integrations and payment workflows.

Key Responsibilities

Client Implementation & Integration

Lead end-to-end implementation of their Connected Payments solution within client Sage ERP environments (Sage Intacct, Sage 100/300/500).

• Conduct business requirements discovery for AR, AP, Banking, Order-to-Cash, General Ledger, and reconciliation workflows.
• Configure Sage modules, dimensions, workflows, permissions, and reporting elements to support integrated payment and treasury processes.
• Support integration activities, including data mapping, API review, connection setup, and end-to-end testing with Huntington services.

Solution Design & ERP Configuration

Translate business needs into functional specifications for Sage configurations, custom fields, workflows, and reporting.

• Configure or advise on Sage features such as:

o Accounts Receivable & Cash Management

• Order Entry & Invoicing
• Dimensions (Sage Intacct)
• Bank Feeds / Reconciliation tools
• Smart Rules, Smart Events, and workflow automation

Validate integration behaviors and ensure correct handling of settlements, refunds, chargebacks, and cash-application processes. Client Advisory, Support & Enablement

Act as a trusted Sage ERP subject-matter expert for payments, bank integrations, and automated treasury operations.

• Provide troubleshooting for integration issues, workflow challenges, or ERP configuration gaps.
• Develop and deliver client-facing documentation, training materials, and recommended best practices.
• Support ongoing optimization of clients' financial automation and reconciliation processes.

Cross-Functional Collaboration

Work closely with Connected Payments product management to share client insights and influence roadmap enhancements for Sage users.

• Partner with engineering teams to validate feature releases, APIs, data flows, and integration performance.
• Assist sales engineers and relationship managers during pre-sales cycles by providing Sage expertise, demo support, and solution design input.

3+ years of consulting or administrative experience in Sage ERP systems (Sage Intacct preferred; Sage 100/300/500 experience also valuable).

• Strong understanding of financial workflows: AR, banking, cash management, reconciliation, and order-to-cash.
• Experience with payment acceptance, payment gateways, bank integrations, or treasury systems.
• Familiarity with Sage APIs, integration tools, Smart Rules/Events, or Intacct platform services.
• Excellent communication skills with the ability to translate between business needs and technical implementation., Sage Intacct certifications (Implementation Specialist, Accounting Specialist, Platform Services) or Sage ERP product certifications.
• Experience with ACH, RTP, card processing, wire payments, or embedded banking/fintech integrations.
• Background in ERP consulting, accounting/finance technology, or financial services.
• Experience with workflow automation, API integrations, or custom ERP enhancements.

What You'll Bring

A consultative mindset with the ability to guide clients through complex financial process optimization.

• Strong analytical, documentation, and problem-solving skills.
• A collaborative and client-focused approach to working with internal teams and external stakeholders.
• A passion for improving financial operations, cash flow visibility, and end-to-end payment automation.

Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Apex uses a virtual recruiter as part of the application process. Click for more details.