Job Description
About the Role:
This is a high-impact, client-facing role where you’ll serve as the technical and functional expert throughout the sales cycle—partnering with Account Executives to align our solutions with customer priorities, overcome technical barriers, and drive value-based outcomes.
This role is ideal for professionals with deep knowledge of accounting processes and a passion for delivering compelling product demonstrations that resonate from the back office to the boardroom.
What You Bring to the Table:
5+ years of experience in pre-sales, solution consulting, or implementation of accounting/ERP software (SaaS preferred).
Strong grasp of accounting principles and business process flows (CPA or accounting background is a plus).
Proven ability to translate complex technology into compelling value-based stories for both technical and non-technical audiences.
Demonstrated success in accelerating sales cycles and increasing deal size through strategic solution selling.
Excellent presentation, communication, and stakeholder engagement skills—with a track record of influencing executive decision-makers.
Familiarity with modern internet technologies and integrations (experience with XML/web services is a plus).
This is a high-impact, client-facing role where you’ll serve as the technical and functional expert throughout the sales cycle—partnering with Account Executives to align our solutions with customer priorities, overcome technical barriers, and drive value-based outcomes.
This role is ideal for professionals with deep knowledge of accounting processes and a passion for delivering compelling product demonstrations that resonate from the back office to the boardroom.
What You Bring to the Table:
5+ years of experience in pre-sales, solution consulting, or implementation of accounting/ERP software (SaaS preferred).
Strong grasp of accounting principles and business process flows (CPA or accounting background is a plus).
Proven ability to translate complex technology into compelling value-based stories for both technical and non-technical audiences.
Demonstrated success in accelerating sales cycles and increasing deal size through strategic solution selling.
Excellent presentation, communication, and stakeholder engagement skills—with a track record of influencing executive decision-makers.
Familiarity with modern internet technologies and integrations (experience with XML/web services is a plus).
Key Responsibilities
What You’ll Be Responsible For:
Lead discovery conversations to uncover business pain points and requirements across finance and operations teams.
Position Sage Intacct as the solution of choice by mapping platform capabilities to client goals, delivering persuasive messaging to stakeholders from finance managers to CFOs.
Design and deliver tailored product demonstrations that illustrate how Sage Intacct solves real-world problems and enables growth.
Collaborate with Account Executives (Direct & Channel) to shape winning strategies and proposals that move opportunities through the funnel.
Influence cross-functional product roadmaps by channeling customer feedback and market intelligence into R&D and enablement teams.
Drive consistent sales performance, contributing to team quota attainment and pipeline velocity.
Lead discovery conversations to uncover business pain points and requirements across finance and operations teams.
Position Sage Intacct as the solution of choice by mapping platform capabilities to client goals, delivering persuasive messaging to stakeholders from finance managers to CFOs.
Design and deliver tailored product demonstrations that illustrate how Sage Intacct solves real-world problems and enables growth.
Collaborate with Account Executives (Direct & Channel) to shape winning strategies and proposals that move opportunities through the funnel.
Influence cross-functional product roadmaps by channeling customer feedback and market intelligence into R&D and enablement teams.
Drive consistent sales performance, contributing to team quota attainment and pipeline velocity.
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