Sage Intacct Implementations Functional Lead, Manager

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.

What You’ll Bring:

Experience

• 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