United States onlyFrom the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.
Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.
Role Overview
As a Sage Intacct Solution Consultant, you are an experienced, client-facing sales expert responsible for accelerating growth in our Sage Intacct practice through high-impact discovery, solutioning, and tailored demonstrations. You will spend the majority of your time supporting the sales cycle – conducting structured discovery, leading demos, shaping solution recommendations, and supporting scope definition and proposal efforts.
This role is highly collaborative. You will work closely with Practice Leadership and Implementation teams to ensure opportunities are positioned effectively, and that scope, solution intent, and client context are handed off cleanly for successful implementation.
What You'll Do:
- Lead and deliver high quality, tailored Sage Intacct product demonstrations aligned to prospect needs, including scenario walkthroughs and clear value messaging
- Support deal teams by coordinating and driving activities required to advance opportunities through the sales process and towards close
- Respond confidently to functional and process-oriented questions, positioning Sage Intacct capabilities in a clear, credible way for both technical and non-technical stakeholders
- Lead discovery sessions during the sales cycle to gather and document business requirements, current state workflows, and success criteria
- Translate requirements into solution recommendations, including module alignment, reporting approach and integration considerations (e.g., marketplace or API-enabled integrations)
- Partner with Practice Leaders to position value-driven solutions and shape win strategy
- Support scoping and validation, including Sage Intacct subscriptions order schedules and estimating level of effort based on defined services assumptions, constraints and dependencies
- Partner with Delivery leaders to confirm feasibility of scope, sequencing, resourcing considerations and align proposal prior to contract finalization
- Develop or contribute to SOWs, project scope documents, and requirements summaries that enable accurate pricing, clear expectations, and a strong client experience
- Support proposal development or RFP response, address potential objections, and contribute to contract scope discussions with internal leadership prior to client negotiations
- Maintain integrity of CRM data throughout the sales process, observing firmwide guidelines and appropriate leadership approval processes
- Ensure a seamless transition from sales to delivery by facilitating structured handoff with the team, sharing discovery outputs, scope intent, risks, assumptions and solution context
- Contribute to developing and implementing firm-approved, AI-enabled solutions, 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
Sales Engineering & Demos
Discovery, Requirements & Solution Design
Scoping, Proposals & SOW Development
Quality Assurance & Innovation
What You'll Bring:
- Significant experience, ideally 6-10 years, in ERP solution consulting, sales engineering, and sales, including leading discovery and demos through the full opportunity lifecycle
- Strong Sage Intacct experience required, in both core and advanced modules
- Deep understanding of GAAP accounting and core finance processes (GL, AP/AR, financial reporting, etc.), with the ability to translate requirements into system solutions
- Strong business fluency across areas such as Record-to-Report, Procure-to-Pay, Order-to-Cash, and Financial Close
- Variety of industry knowledge (preferably including Financial Services, SaaS/Technology, Professional Services, and Non-Profit)
- Background in consulting, advisory and/or professional service environments preferred
- Outstanding executive presence, storytelling and facilitation skills
- Ability to lead client discussions and influence outcomes
- Strong analytical thinking
- Comfortable operating across ambiguity, especially when shaping scope and solution recommendations
- Excellent collaboration skills
- Success with aligning Sales and Delivery stakeholders
- Experience using CRM platforms, Salesforce preferred, to manage opportunities and collaboratively track pipeline
- 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
- Bachelor’s degree in Accounting, Finance, Business Information Systems, Business Development, or related field
- Sage Intacct Implementation Specialist certification preferred
- Willingness to travel as needed
Experience
Skills
Qualifications
Benefits Summary
The CrossCountry total rewards package includes comprehensive healthcare options, including medical, dental, and vision coverage; flexible spending accounts; and a 401(k) with company matching. Additionally, employees can take advantage of generous parental and maternity leave policies, technology stipends, and wellness reimbursement programs, all designed to support both professional growth and personal well-being. For detailed information about benefits at CrossCountry, please visit our dedicated benefits site: https://www.crosscountry-consulting.com/careers/benefits/.
Equal Employment Opportunity (EEO)
CrossCountry provides equal employment opportunities (EEO) to all employees and applicants for employment and believes that respect and fair treatment are critical to creating a productive and inclusive workplace.
As an equal opportunity employer, CrossCountry is fully committed to comply with all federal, state, and local laws and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, pregnancy, genetics, sexual orientation, veteran status, gender identity or expression or any other protected characteristic. The company also complies with pay transparency and labor laws applicable to all terms and conditions of employment.
CA and US only