ERP Solution Manager - Intacct

• Collaborate with the sales team during the final stages of the sales cycle to provide technical and functional expertise.
• Lead discovery workshops with prospective clients to understand their current AP processes, pain points, and business requirements within their Intacct environment.
• Design and present tailored integration solutions that demonstrate the value and capabilities of our platform.
• Develop comprehensive Statements of Work (SOWs) that accurately define project scope, timelines, and deliverables.

• Implementation & Project Management:

• Lead and manage the end-to-end implementation lifecycle for new clients, acting as the main point of contact for all technical and functional aspects of the project.
• Translate client business requirements into detailed functional and technical design documents for the integration with Intacct.
• Configure our AP automation solution and the integration points to meet the specific needs of the client.
• Create and manage project plans, monitor project progress, and proactively manage risks and issues to ensure on-time, on-budget delivery.
• Coordinate all project activities with internal teams (Engineering, Product) and client stakeholders (Finance, IT, AP departments).

• Technical & Functional Expertise:

• Serve as the Subject Matter Expert (SME) on all aspects of the Intacct integration, including data mapping, API capabilities, and best practices for Procure-to-Pay (P2P) and AP processes.
• Conduct system testing, support User Acceptance Testing (UAT), and manage issue resolution to ensure the solution is stable, scalable, and meets business requirements.
• Train client administrators and end-users to ensure successful adoption and long-term success with the platform.
• Create and maintain high-quality documentation, including design specifications, configuration guides, and training materials.

• Product & Strategy Contribution:

• Act as a liaison between the client and our Product Management team, gathering feedback to help shape the future roadmap of our Intacct connector and core platform.
• Identify opportunities for process improvement and develop best practices for our implementation methodology.
• Stay current with new Intacct features, releases, and industry trends to ensure our solution remains best-in-class.

• Bachelor’s degree in Business Administration, Finance, Accounting, Information Systems, or a related field.
• 3-5+ years of hands-on experience working directly with Intacct, either as an implementation consultant, business systems analyst, or administrator.
• Deep functional knowledge of core financial and accounting processes, specifically within Accounts Payable (AP), Purchasing, and the Procure-to-Pay (P2P) lifecycle.
• Proven experience in a client-facing role, such as consulting, professional services, or solution engineering, preferably within a SaaS environment.
• Strong project management skills with a demonstrated ability to manage multiple projects simultaneously, prioritize tasks, and meet deadlines.
• Excellent communication, presentation, and interpersonal skills, with the ability to explain complex technical concepts to both technical and non-technical audiences.
• A logical and analytical mindset with a strong aptitude for problem-solving.

Preferred Qualifications: *

• Direct experience implementing AP automation or other financial technology (FinTech) solutions.
• Hands-on experience with system integrations using APIs (REST, SOAP), flat files, and middleware platforms.
• Intacct-specific certification(s) (e.g., Sage Intacct Implementation Specialist)
• Experience working in a fast-paced, high-growth technology company.
• Basic understanding of data formats like JSON or XML.
• Familiarity with project management tools (e.g., JIRA, Asana, Smartsheet).

We care deeply about making Ottimate an incredible place to work and invest a significant amount of time and energy into creating and maintaining a company culture that provides our team with a generous level of support whilst inspiring them to do their best work.

The specific benefits/perks we offer are continually evolving, but currently include:

• Salary range $120,000-130,000 per year + 10% annual bonus.
• Medical, Dental, Vision and other Company-Subsidized Benefits for you and your family.
• Employer sponsored 401(k) with company match.
• Paid Time Off (and the encouragement to use it).
• Annual company retreats.
• Promote from within philosophy.

Beyond the tangible benefits though:

• You will be part of a growing team, at a pinnacle moment of scale for the business, and experience the excitement of working in a startup where each action makes a huge difference.
• You will have the agency to solve difficult problems creatively, the freedom to explore work that inspires you, and infrastructure to ensure you’re constantly challenged and developing.
• You will work with sharp, passionate teammates solving some of the most unique challenges and positioning our product as a premier finance automation solution.
• Our commitment to empowering a diverse and inclusive workforce, celebrating differences, and creating a safe space for our employees to bring their whole selves to work is second to none.
• We are transforming entire industries using innovative technology including Artificial Intelligence, Payment Tech, and Neural Networks.
• Our leaders lead with a people-first approach; inspiring excellence, nurturing ideas, and finding creative ways to eliminate obstacles for cultivating growth.
• We truly love what we do and who we do it with - and we think you will too!