CPA Accounting Software Advisor – ERP & Sage Intacct

Clark Nuber PS; Bellevue (WA); On-site; USD 98,000 - 131,000; Full time

Benefits offered by this job

Comprehensive Insurance Coverage

Time Off & Flexibility

Professional Growth

Financial Wellness

Job summary

Clark Nuber PS in Bellevue, WA is seeking an Accounting Software Advisor to drive relationships, discovery conversations, and opportunities in ERP software such as Sage Intacct.

You will partner with practice leaders, vendors, and clients to guide evaluation, selection, and optimization of software solutions, balancing sales, strategy, and client advisory work.

This role offers growth in a growing practice within a values-driven firm with mentoring and collaborative opportunities.

Qualifications

• 3+ years of experience accounting, ERP software sales, support implementations or consulting, CPA required.
• You must pass a background check, including a credit check, at any time to remain eligible for this position.
• Bachelor’s degree in accounting, finance, marketing, business administration, MIS or related field or equivalent experience.
• CPA required; Sage Intacct certification preferred.

Responsibilities

• Build relationships with clients and referral partners to generate qualified leads and support practice development.
• Develop thought leadership content and participate in events, webinars, and presentations.
• Gather market intelligence and assist with sales, marketing, and DEI planning for the Software Solutions practice.
• Develop trusted advisor relationships and connect clients with internal/external resources.
• Support CRM processes to manage pipelines, opportunities, and partner relationships.
• Coordinate sales pipeline activities from lead generation to contract execution and renewals.
• Conduct discovery sessions, needs assessments, and translate requirements into software recommendations.
• Prepare RFIs/RFPs and Statements of Work ensuring alignment with client goals and risk management.

Skills

Relationship building

Networking

Consultative selling

ERP software knowledge

Sage Intacct knowledge

Education

Bachelor's in Accounting/Finance

Tools

Sage Intacct

Job description

Clark Nuber PS in Bellevue, WA is seeking an Accounting Software Advisor to drive relationships, discovery conversations, and opportunities in ERP software such as Sage Intacct.

You will partner with practice leaders, vendors, and clients to guide evaluation, selection, and optimization of software solutions, balancing sales, strategy, and client advisory work.

This role offers growth in a growing practice within a values-driven firm with mentoring and collaborative opportunities.