Associate Director - Sage Intacct, Implementation & Optimization

What You'll Do:

• Lead Client Delivery:
• Manage Sage Intacct projects including initial implementations, phase X rollouts, health checks, and optimization initiatives.
• Define project strategy, oversee quality of deliverables, and guide internal teams through complex issues.
• Design integrated solutions leveraging expertise in accounting processes (Record-to-Report, Procure-to-Pay, Order-to-Cash, Financial Close) to design integrated solutions.


• Support Sales Enablement:
• Support sales enablement efforts for Sage Intacct practice by understanding client needs, demonstrating solution capabilities, and scoping services.
• Collaborate with technology sales and leadership teams to develop proposals, address objections, and negotiate contracts.
• Build compelling business cases for ERP solutions at all organizational levels, including executive and board stakeholders.
• Expand transformation opportunities by aligning Sage Intacct solutions with other CrossCountry service offerings.


• Mentor & Develop Teams:
• Coach junior team members, provide feedback, and conduct performance reviews.
• Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards.
• Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes.


• Marketing & Growth Initiatives:
• Participate in webinars and industry events to generate leads and expand market presence.
• Contribute to packaged service offerings and solution architecture frameworks.
• Play an active role in attracting, interviewing, hiring, and retaining top talent.

What You'll Bring:

• 10+ years in finance/accounting with proven success in ERP system design and implementation, professional services experience preferred (consulting, advisory, or public accounting).
• Hands-on Sage Intacct experience, including Core and Advanced functionality (Contracts, Global Consolidation & Advanced Ownership, Inventory, Platform Services, Sage AI, etc.).
• Proven experience in project management, including milestone planning, task execution, status meeting facilitation, and strong client-facing communication, combined with effective team leadership.
• Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation.
• Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards.
• Exposure to sales enablement, proposal development, and client relationship management.
• Experience serving nonprofit, financial services (including family asset management and family offices), private-equity backed, and/or software & technology clients preferred.
• Deep understanding of financial processes and ERP integrations.
• Strong communication and presentation skills for technical and non-technical audiences.

Qualifications:

• Bachelor’s degree in Accounting, Finance, Business, or Information Systems (MBA a plus).
• Sage Intacct Implementation Specialist certification required.
• Willingness to travel up to 30% depending on client needs.