Sage Intacct Implementer

Contract, Remote Telecommute Accountingfly

Job type
Flexible time commitment

Remote Sage Intacct Implementer
Our client is a business services firm providing accounting, HR & operations outsourcing to the Design, Architecture, Events, Marketing & Entertainment sectors. Knowledge of the Projects module is key.
The Remote Sage Intacct Implementer role is a temporary position to help a new firm implement Sage Intacct for new clients. 

Goals for the engagement:

  • Advise and collaborate on the configuration for base templates and for specific clients.
  • Build out base templates, demo tenants, and production tenants including configuration of:
    • Order Entry
    • Purchasing
    • AP
    • AR
    • Cash Management
    • GL
    • Time & Expenses
    • Cash & accrual books
    • Multi-entity console
    • Banking cloud
    • Projects (including configuration of costing accounts and statistical data)
  • Train staff to deploy base templates for simple configurations
  • Design and configure dashboards
  • Configure Cash Books for use with cash flow forecasting
  • Be the in-house Subject Matter Expert for Sage Intacct

The Implementer must be able to:

  • Configure Sage Intacct for a small to lower mid-market service company
  • Understand how Intacct works and is used day to day
  • Advise on best practices for all configuration elements including without limitation books, journals, statistical accounts, dimensions etc.
  • Understand the projects module at a fundamental level
  • Configure integrations with marketplace applications
  • Determine and prioritize tasks to be done without excessive supervision or input from others
  • Communicate clearly and effectively, understand when to use different communication channels
  • Work as part of a team, celebrate the successes of the team
  • Think conceptually about workflows, understand the difference between effectiveness and efficiency

It would be great if the Implementer has:

  • Experience using Sage Intacct in a business or CAS setting as a staff accountant or controller
  • Experience integrating Expensify,, Paychex, Workforce GO
  • An understanding of how small business packages are configured and the concept of “triggering” full-use pricing
  • Sage Intacct Certified Implementation Specialist certification

How we define success:

  • Positive feedback from peers and clients
  • Meeting goals and deadlines
  • Demonstrated ability to deliver services at a high level of quality with a high level of professionalism
  • Collaboration and focused, meaningful communication while delivering services with autonomy (no chasing and no time-wasting meetings)
  • Contributing to the innovation and overall success of the firm.

How we ensure it:

  • Regular check-ins with the practice leader (bi-directional feedback is encouraged)
  • Weekly team meetings to set goals, priorities, and expectations
  • Appropriate tools are made available
  • Flexible working hours and location


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