Sage Intacct Solutions Engineer

Role and Responsibilites

• Lead technical discovery with prospects to understand workflows, challenges, data structures, and integration needs 
• Translate customer requirements into clear solution architecture and scope recommendations 
• Build and deliver tailored Sage Intacct demos aligned to industry-specific outcomes 
• Partner with AEs on deal strategy and competitive positioning 
• Support SOW creation by providing accurate estimates, risk identification, and configuration assumptions 
• Serve as a trusted advisor to CFOs, Controllers, COOs, and Owners evaluating ERP change 
• Identify AVT Connect opportunities and guide integration design discussions 
• Collaborate with Consulting leadership to ensure alignment between the proposed solution and delivery capabilities 
• Provide market, product, and competitor feedback to Sales, Marketing, and Product teams 
• Maintain demo environments, sample datasets, and vertical-specific demo scripts 

Key Skills

• Clear, confident communication with both finance leaders and technical stakeholders 
• Ability to simplify complexity without losing accuracy 
• Strong sense of ownership around deal quality and customer fit 
• High standards around scoping, documentation, and cross-functional alignment 
• Healthy tension with Sales: you protect customer success without slowing momentum 
• A consultative style grounded in curiosity, industry expertise, and credibility 

Ideal Background

• Hands-on Sage Intacct experience (implementation, configuration, or deep functional use) 
• Strong understanding of accounting workflows (GL, AP, AR, project accounting, job cost, consolidations) 
• Experience with one or more of our core industries: Construction/CRE, Distribution, Professional Services 
• Familiarity with common integrations (Procore, payroll systems, billing systems, etc.) 
• Ability to run high-quality demos to CFO-level audiences 
• Strong written and verbal communication skills 
• A calm, steady presence in complex deal cycles 

Nice to Have

• Experience with integration platforms or API-based workflows 
• Prior pre-sales or sales engineering experience 
• Background in public accounting, controllership, or financial operations 
• Experience with other ERPs (BC, NetSuite, Acumatica)