Sage Intacct Analyst

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

Sage Intacct Analyst

The ERP (Sage Intacct) Process Analyst position is available for a 100% remote role. The ERP Process Analyst (EA) is responsible for supporting the continued success of clients through post-implementation enhancements to client environments. Understanding each assigned client environment and strategic business goals will allow the ERP Process Analyst to provide solutions based on client requests, and also offer recommendations based on Sage Intacct’s quarterly release schedule. The ERP Process Analyst is a team player who also works well independently and has a passion for improving processes, learning new technologies,and helping others succeed.

Responsibilities of this role include the following:

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.
  • Provided 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 according to Sockeye's methodology for timely and budgeted delivery.
  • Lead role in multiple simultaneous projects.
  • Manage workload across multiple projects.
  • Conduct requirements definition discussions.
  • Design solutions.
  • Configure software.
  • Perform unit and integration testing.
  • Conduct training for customer end-users, linking system functionality to business requirements.
  • Analyze complex business processes and translate customer requirements into solutions.
  • Perform gap analysis between system functionality and client requirements.
  • Demonstrate expertise in financial and accounting functions.
  • Advanced proficiency in Excel for efficient data mapping and migration.
  • Use standard csv file uploads or API tools for large data set uploads.
  • Expertise in translating accounting data in Excel.
  • Design and build light customizations using Platform Services.
  • Aid in designing customizations to address functionality gaps.
  • Assist in the conceptual design and architecture of advanced solutions.
  • Identify product or process inefficiencies.
  • Contribute to team knowledge repository with best practices and lessons learned.
  • Define and manage customer check-in schedules with the Account Manager.
  • Encourage continuous improvement in reporting/dashboarding and automation.
  • Understand integrations and create mappings with 3rd party applications.
  • Maintain knowledge of 3rd party applications to support technical solutions.
  • Document customer requirements into software solutions utilizing Sockeye’s best practices.
  • Monitor and respond to customer technical issues.
  • Provide outreach on new/updated functionality for client benefit.
  • Identify financial data outliers.
  • Build industry-specific key performance indicators, reports, and dashboards.
  • Convey project status, schedule changes, and scope to clients.
  • Demonstrate project coordination expertise and project management methodologies.
  • Build and maintain project plans, coordinate resourcing on tasks.
  • Coordinate project team meetings.
  • Identify risks and escalate as necessary.
  • Create status reports and manage client status calls.
  • Stay current with industry trends and seek applicable solutions.
  • Handle additional assignments as requested by management.


  • Bachelor’s degree or greater in related field or equivalent work experience
  • Sage Intacct Implementation certification preferred
  • Sage Intacct Accounting Specialist certification preferred
  • 1-2 years’ experience in consulting

Physical Demands:

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


  • 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