Business Software Dir. - Sage Intacct Specialist

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9 Locations
In-Office
Fintech
The Role
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

    CLA is currently seeking a Business Software Director - Sage Intacct to join our growing CLA Digital Team. This role is a leader in developing and managing staff, business plans, and fiscal budgets. They are responsible for developing and administering the business software consulting practice within the region. They develop and update strategies and guidelines for delivery of business software solutions to firm clients.

    About the role:

    • Collaborate with existing clients and the Client Success team to understand Client's evolving business needs and translate those into Sage Intacct solution requirement. 
    • Lead discovery scoping calls to gather functional requirements for new modules, integrations, or process optimization. 
    • Define project scope and hours for implementation of recommendations 
    • Create and present Statement of Work (SOWs), including timelines and estimates 
    • Identify potential risks and customizations needed early in the project scoping process to ensure a smooth implementation project and adjust scope and hours accordingly 
    • Experience leading & performing as a subject matter expert on implementations of advanced modules such as: 
      • Dynamic Allocations 
      • Global Consolidations 
      • Advanced CRM Integration 
    • Excellent communication skills and ability to simplify complex technical solutions 
    • Able to translate customer requirements into executable solutions in Sage Intacct 
    • Ability to scope and estimate ERP projects accurately 
    • Experience creating SOWs  
    • Sales demo experience 

    Managing Engagements: Monitors action plans for multiple projects and delegates assignments based on individual team member strengths and passions. Works with the Business Software Services Manager to review, correct course, and provide quality assurance for projects. Proactively seeks opportunities to build relationships through marketing or other networking efforts. They leverage existing relationships to promote new services to current clients, generates client referrals, and builds new relationships.

    Managing Operations: Works with local offices to ensure understanding of new initiatives, consistency, and compatibility with business software solutions delivery capabilities. Develops improvement programs to enhance business software consulting capabilities and grow existing services.

    Person should have extensive Sage Intacct experience.

    What you will need:

    8 years of experience developing and implementing business software technology solutions is required

    overall experience must also include 3 years of supervisory or project management experience

    Bachelor's degree in computer science, information technology, or a related field required (combination of education, experience, and training may be considered a degree equivalent)

    Our Perks:

    • Flexible PTO (designed to offer flexible time away for you!)
    • Up to 12 weeks paid parental leave
    • Paid Volunteer Time Off
    • Mental health coverage
    • Quarterly Wellness stipend
    • Fertility benefits
    • Complete list of benefits here

    #LI-RC1

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
     
    Click here to learn about your hiring rights.

    Wellness at CLA

    To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

    To view a complete list of benefits click here.

    CLA (CliftonLarsonAllen) Compensation & Benefits Highlights

    The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CLA (CliftonLarsonAllen) and has not been reviewed or approved by CLA (CliftonLarsonAllen).

    • Parental & Family Support Paid parental leave, adoption assistance, and family-building programs are emphasized alongside resources for caregivers and nursing parents. These offerings indicate meaningful support for major life events and family needs.
    • Leave & Time Off Breadth Flexible PTO for eligible roles, paid holidays, and volunteer time off point to a broad time-off portfolio. These options expand scheduling flexibility beyond standard vacation.
    • Wellbeing & Lifestyle Benefits Wellness and mental-health programs include virtual care, counseling, CBT tools, condition-management, and a wellness stipend. Added lifestyle supports such as Hinge Health and Omada broaden wellbeing resources.

    CLA (CliftonLarsonAllen) Insights

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    The Company
    Century City, California
    6,732 Employees
    Year Founded: 2012

    What We Do

    CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 7,000 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com.

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