Sage Intacct Cloud ERP Advisor

About the role

Leaf is looking for an Advisor with hands-on experience implementing Sage Intacct. This full-time role offers excellent benefits and a competitive salary. We seek someone attentive to detail, disciplined, and resilient in the face of change—a sensible decision-maker who puts others at ease, thrives in a team environment, and works with minimal supervision.

Responsibilities

• Manage multiple projects and customers simultaneously, delivering implementations on time, on budget, and in scope using Leaf's prescriptive methodology, while driving high customer satisfaction and adoption.
• Lead the full implementation lifecycle: client consultation, requirements definition, solution design, configuration, unit and integration testing, training, data cleansing, and data migration.
• Apply deep Sage Intacct expertise—including advanced modules—to configure solutions that reflect each customer's business processes and industry best practices, staying current on new product features.
• Build and manage implementation project plans that optimize return on investment, and design industry-specific KPIs, reports, and dashboards.
• Coach and mentor less experienced implementation resources and Solution Architects on Leaf processes, Sage Intacct modules, and project management.
• Train customer end-users at every level of the organization, connecting system functionality to real business requirements.
• Respond to customer technical support issues and serve as an escalation point for project issues.
• Contribute to Leaf's knowledge repository of deployment best practices to strengthen tools and repeatable service delivery.
• Deliver prompt, concise, and friendly communication that reflects high-quality service and leadership aligned with customer goals.

Requirements

• Experience consulting on and implementing Sage Intacct; a CPA, accounting degree, or working knowledge of accounting and finance principles is a plus.
• End-to-end consulting experience through a process-based software delivery lifecycle, with a track record of on-time, on-budget delivery and strong customer satisfaction.
• A sensible decision-maker who is attentive to detail and consistently logical, with excellent verbal and written communication skills, including a clear speaking voice and strong customer orientation.
• Ability to put others at ease and be verbally assertive, with strong influence over stakeholders at every level of a customer's organization, including executive leadership.
• A highly inventive problem solver who prefers making logical decisions, using advanced business analytics to interpret complex requirements and turn them into deliverable solutions.
• Disciplined and resilient in the face of change, with the ability to multi-task across projects and customers while working effectively both independently and as part of a team.
• Self-directed and self-motivated, with a strong work ethic and the ability to perform under pressure.
• Experience assessing client requirements across business processes such as accounting, inventory, order entry, purchasing, and project management.
• Programming/coding experience is a nice-to-have for translating business requirements into technical solutions.
• Advanced Excel proficiency (pivot tables, VLOOKUPs, macros) is a nice-to-have for efficient data mapping, integration, and migration.
• Prior experience implementing or using Sage Intacct is a differentiator.
• Bachelor's degree or greater, preferably in accounting, business, or MIS.
• Occasional travel required (approximately 25%).

Schedule

This is a full-time, remote-friendly position with occasional travel (approximately 25%). Candidates local to the Indianapolis area may take advantage of a flexible hybrid arrangement at Leaf's corporate office in Carmel.

About Leaf

Leaf Software Solutions has been delivering mission-critical software to growing organizations for 39 years, acting as a long-term partner invested in client success. The company focuses on AI solutions, custom software, business solutions, and financial management implementations, including Sage Intacct and Microsoft Dynamics. Leaf helps clients streamline operations, reduce month-end close times, automate manual processes, and unify fragmented systems. Based in Carmel, Indiana, the company serves businesses across the Midwest and beyond and has been recognized as one of Indiana’s Best Places to Work since 2012. Team members join a collaborative environment that emphasizes continuous optimization, strategic advising, and strong client relationships.