Sage Intacct Implementations Functional Lead, Manager

Lead full-lifecycle Sage Intacct implementation workstreams, including requirements, solution design, configuration, testing, data migration, training, and hypercare. Serve as a client-facing advisor, configure finance modules, translate accounting processes into scalable ERP solutions, facilitate workshops, manage risks, and support proposals. Coach consultants, improve delivery practices, develop reusable resources, and responsibly leverage AI tools to improve productivity. The summary above was generated by AI

CrossCountry Consulting is the transformation partner for the Office of the CFO. As a trusted advisor to Fortune 500 companies, emerging growth market leaders, and private equity sponsors, we combine deep domain expertise with the power of data, AI, and technology to modernize workflows, drive human-centered change, and maximize transaction value. Grounded in our Core Values, we are committed to solving today’s most complex challenges while delivering a better experience for our clients, our people, and our communities. When you join CrossCountry, you become part of a team that believes in collaboration, generosity, and the drive to help our clients work smarter, build resiliency, and prepare for the future.

Join our rapidly growing Technology Enablement practice as a trusted advisor and delivery leader, bringing deep functional expertise in Sage Intacct to help clients solve today’s challenges and build a strong foundation for future success. As a Functional Lead, you will own complex implementation workstreams end to end, collaborate across all levels of the engagement team and client organization, and help develop the consultants around you, all while contributing to a learning-focused, people-first practice.

What You’ll Do:

Partner with Clients & Project Teams

• Serve as a day-to-day client contact on Sage Intacct Implementations and related projects, building trusted relationships across client and CrossCountry teams at all levels.

• Facilitate client workshops and working sessions; prepare clear status updates, design relevant documentation and artifacts for client deliverables.

• Align with engagement leadership on scope, priorities, and risks, escalating issues and identifying expansion opportunities as appropriate.

Lead Implementation Workstreams

• Own assigned workstreams across the full implementation lifecycle: requirements, solution design, configuration, testing, data migration, training, and hypercare.

• Configure core and advanced Sage Intacct modules - including GL, Cash Management, AP/AR, Order Entry, Purchasing, Consolidations, Dynamic Allocations, Project Accounting, Contracts, Inventory, Fixed Assets, and Platform Services - aligned to client business processes and best practices.

• Translate requirements into scalable configurations for key finance processes (Procure-to-Pay, Order-to-Cash, Record-to-Report, Month-End Close); design custom account groups, dimension groups, and reports.

Drive Quality & Continuous Improvement:

• Support data analysis, import/export formatting, test script development, and project documentation to maintain delivery quality.

• Identify reusable patterns; contribute to internal templates, accelerators, and knowledge resources.

• Contribute to scoping and proposal efforts, bringing implementation expertise to support business development as needed.

Guide & Develop Others

• Coach and provide day-to-day task guidance to team members, helping them navigate complex configurations and client interactions.

• Share knowledge and best practices across the team; support formal feedback processes as requested by engagement leadership.

Embrace AI & Emerging Tools

• Leverage AI-powered tools and automation to enhance the quality, accuracy, and efficiency of your work.

• Stay current on AI developments relevant to finance and ERP systems, bringing a mindset of curiosity and responsible adoption to your day-to-day work., Leads a team managing ADA and PWFA accommodation claims, ensuring accurate, timely, compliant claim adjudication and strong customer service. Responsibilities include coaching employees, managing performance and workloads, reviewing claim files and calls, identifying process improvements, administering concurrent disability and leave claims, mitigating risk, and communicating operational updates. The role requires disability or absence management expertise, sound judgment, knowledge of applicable regulations, and effective stakeholder collaboration.

• 5+ years implementing Sage Intacct in a consulting or client-services environment, with demonstrated ownership of full-lifecycle engagements.

• Hands-on configuration experience across core and advanced modules: GL, Cash Management, AP/AR, Order Entry, Purchasing, Consolidations, Dynamic Allocations, Project Accounting, Contracts, Inventory, Fixed Assets, and Platform Services.

• Strong command of accounting concepts and key finance processes, including Chart of Accounts, Intercompany transactions, Record-to-Report, Procure-to-Pay, and Order-to-Cash.

• Industry experience in one or more industries including Financial Services, Family Offices, Professional Services, Home Services, Nonprofit, Technology/SaaS

• Prior experience in professional services (consulting, advisory, or public accounting) preferred.

Skills

• Strong communication and facilitation skills; able to present design decisions and translate complex concepts for diverse audiences across all organizational levels.

• Ability to analyze and format data for Sage Intacct imports/exports; sound judgment in data conversion and migration scenarios.

• Collaborative and self-motivated, with a track record of managing multiple priorities in a fast-paced environment.

• Comfort with AI tools and openness to leveraging emerging technologies to improve personal and team productivity.

Qualifications

• Bachelor’s degree in Accounting, Finance, Business, Information Systems, or a related field.

• Sage Intacct Implementation Specialist certification required.

• CPA, CA, or equivalent accounting designation is a plus.

• Willingness to travel as needed to support client engagements

The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/. Equal Employment Opportunity (EEO) CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace. As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment., In-Office or Remote 2 Locations Expert/Leader Expert/Leader Big Data * Information Technology * Software * Analytics * Energy Own enterprise sales and account growth for energy-focused SaaS solutions. Build executive relationships, generate qualified pipeline, lead consultative sales pursuits, align solutions with strategic business objectives, develop presentations and ROI cases, negotiate and close opportunities, manage renewals and upsells, and maintain accurate Salesforce and sales database records. Top Skills: Generative AiMicrosoft AccessExcelMS OfficeMicrosoft OutlookMicrosoft PowerpointMicrosoft WordSaaSSalesforce MetLife