Mid/Sr Sage Intacct Consultant

organization summary

About Sockeye

Sockeye was recently recognized with Sage's VAR Partner of Year award. We leverage technology and deep partnerships with our clients to improve business operations and finance outcomes. At Sockeye, we believe in a positive work-life balance, which promotes healthy lifestyles that allows our team members to grow both professionally and personally. We are seeking highly motivated team players with a passion for continuous improvement to join our growing team.

Sockeye’s workforce is 100% remote, with employees all over the US, and we value work/life balance, flexible schedules, and nurturing our company culture.

position summary

Mid/Sr Sage Intacct Consultant

The Senior ERP Business Consultant will focus on numerous companies in a variety of industries, learning how these businesses function from operations to key management reporting. This position will include delivering software solutions for implementing and supporting projects with high customer satisfaction and successful customer adoption. The ERP Business Consultant works well independently or in a team and believes in delivering exceptional solutions to clients across a wide range of industries. This candidate will be expected to communicate effectively, openly, and in a timely manner with team members, management, and clients. 

Sockeye Team Member Expectations:

  • Works and Lives by Sockeye’s Core Values:
  • Believe It's Possible
  • Live with Integrity
  • Empower to Succeed
  • See the Big Picture
  • Value Your Work
  • Challenge the Status Quo
  • Contributes to and supports Sockeye's Mission & Objectives
  • Demonstrates Hunger - self-motivated, hardworking, seeks knowledge/growth
  • Demonstrates Humility - defines success collectively, shows confidence and lacks ego
  • Demonstrates People Smarts - interpersonal awareness, great listener, engaging
  • Proactive communication
  • Holds yourself accountable for deliverables and deadlines
  • Provides timely and meaningful feedback to all team members
  • Active participant in chats & discussions

Interpersonal Functions:

  • Provide prompt, concise, and friendly communications providing high-quality service.
  • Superior time management skills with the ability to manage priorities independently and successfully multi-task across projects, customers, and internal activities.
  • Approach all situations with curiosity and is not afraid to explore the unknown.
  • Build positive and lasting relationships with Sockeye clients while developing an in-depth understanding of customers’ businesses.
  • Advocate for clients, team members, and the product.
  • Work effectively independently and collaboratively in a team environment.
  • Customer Focused with high customer satisfaction and successful customer adoption.
  • Exhibit professionalism always.

Technical Functions:

  • Collaborate with teams and customers to implement ERP software using Sockeye's methodology, driving on-time, in-scope, and on-budget delivery.
    • Advise and guide pod on multiple simultaneous projects.
    • Lead role on multiple simultaneous projects (4-6).
    • Manage workload on multiple projects simultaneously.
    • Conduct requirements definition discussions.
    • Design solutions.
    • Configure software.
  • Perform unit and integration testing.
  • Conduct training for customer end-users at all levels of the customer’s organization and relate system functionality to customer business requirements.
  • Analyze complex business processes and interpret customer requirements into deliverable solutions (i.e. cost allocations, union payrolls, equity distributions, consolidations, etc.).
  • Perform gap analysis between system functionality and client requirements.
  • Demonstrate expertise with financial and accounting functions.
  • Understand how to follow U.S. GAAP while being compliant with both SEC and FASB guidelines.
  • Advanced proficiency with Excel (pivot tables, vlookups, macros, etc.) for efficient data mapping, integration, and migration of customer data.
  • Use standard CSV file uploads and/or ability to utilize an API tool for uploading large data sets.
  • Demonstrate expertise in understanding and translating accounting data in Excel.
  • Manage complex migration projects from beginning to end.
  • Design and build light customizations utilizing Platform Services (i.e. Smart Rules & Smart Events).
  • Aid in the design and build of customizations to fill gaps related to system functionality where appropriate.
  • Assist in the conceptual design and architecture of advanced solutions.
  • Identify product or process gaps and/or inefficiencies.
  • Utilize and regularly contribute to the team's knowledge repository for best practices and lessons learned in the form of knowledge base articles.
  • Encourage continuous improvement in the areas of reporting/dashboarding and automation for clients to improve their system functionality.
  • Understand integrations and create appropriate mappings with 3rd party applications.
  • Maintain working knowledge of 3rd party applications to support Account Manager as a technical resource in seeking addon solutions.
  • Effectively document customer business requirements into configurable software solutions and business management processes utilizing Sockeye’s best practices.
  • Monitor and respond to customer technical issues.
  • Ability to easily identify outliers in reviewing financial data.
  • Build industry-specific key performance indicators, reports, and dashboards.
  • Demonstrate expertise on project coordination and knowledge of project management methodologies.
  • Coordinate internal and client project team meetings.
  • Identify risks and monitor through necessary escalation channels.
  • Create status reports and run client status calls highlighting upcoming and overdue tasks.
  • Keep current with industry trends and seek solutions that can be applicable to our multiple clients simultaneously.
  • Any additional assignments as requested by management.

Leadership Functions:

  • Suggest and design internal process improvements.
  • Participate in the interview process for potential new employees.
  • Contribute to the mentorship, training, and onboarding process of team members.
  • Serve as a subject matter expert for the team (3-4+ identified areas).
  • Provide learning opportunities for team members.
  • Set clear expectations and hold others accountable for deadlines and deliverables.


  • Bachelor’s degree or greater in a related field or equivalent work experience.
  • Sage Intacct Implementation certification preferred.
  • 3+ years’ experience in consulting.
  • 3-4 years of Sage Intacct knowledge.
  • Construction Accounting experience preferred.
  • Sage Intacct Accounting Specialist certification preferred.
  • Minimal, occasional travel

physical demands:

  • Endure various physical movements throughout the work areas
  • Must be able to sit, type, answer phones, write correspondence and other


  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Retirement Plan
  • Paid Time Off
  • Work/life Balance
  • Remote Availability

interested in joining sockeye's team?

Sockeye is an Equal Opportunity Employer

Sockeye is a business software consulting company that focuses on implementing, customizing, and supporting Microsoft’s Dynamics line of business software applications and Sage Intacct Financial Management Solutions. 

Our collective skill set is diverse with extensive experience in business analysis, systems design, application development/customization, training and documentation, platform integration, implementation, administrative/end user support and more.

Sockeye Team at Office