Procore & Sage Intacct Integration Lead

Align; Plano (TX); Ibrido; USD 95.000 - 140.000; Tempo pieno

Vantaggi offerti da questo lavoro

Comprehensive Medical, Dental, and Vis

Health Savings Account (HSA) and FSA

401(k) plan with company match

Paid Time Off

Cellphone Reimbursement

Floating Holiday

Pre-tax commuter benefits

Employee wellness programs

Employee referral program

Descrizione del lavoro

Align is seeking a hands-on Procore Systems Manager to own, optimize, and continuously improve the connection between our Procore construction platform and Sage Intacct. This role bridges operations, finance, and technology, ensuring accurate data flow, streamlined workflows, and actionable leadership insights.

The ideal candidate will own system administration, task management, permissions, reporting, training, and process enhancements to ensure long-term adoption and operational excellence

Competenze

• Bachelor’s degree in Construction Management, Engineering, Information Technology, or a related field (or equivalent work experience).
• 4-6 years of hands-on experience managing Procore and Sage Intacct integrations in an operational or project management capacity.
• Strong understanding of construction accounting concepts (job costing, WIP, commitments, retainage, etc.).
• Proven experience streamlining workflows, managing permissions, and improving cross-team collaboration.
• Proficiency with Excel, data reconciliation, and system-driven reporting.
• Strong communication skills and ability to translate technical concepts for non-technical stakeholders.

Mansioni

• Serve as the primary operational owner and SME of the Procore-Sage Intacct integration, ensuring accurate and efficient data flow between systems.
• Partner with project management, accounting, and leadership teams to align system processes with operational and financial goals.
• Oversee the full lifecycle of integration projects - from requirements gathering to launch, maintenance, and continuous improvement.
• Train project managers, finance teams, and operations staff on Tasks tool usage, system workflows, and integration best practices.
• Serve as the go-to resource for troubleshooting, best practices, and post-integration operational guidance.
• Maintain comprehensive documentation and SOPs for task workflows, permissions, system configurations, and integration processes.
• Create, assign, and track project tasks in Procore using the Tasks tool to ensure accountability and visibility.
• Set due dates, categories, and statuses for tasks; integrate them into users' 'My Open Items' dashboards for better tracking.
• Monitor task progress to ensure alignment with project timelines and deliverables.
• Configure and manage permission templates to ensure appropriate access levels across teams.
• Assign users to roles with Standard or Admin access to the Tasks tool.
• Enable and configure the Tasks tool for new and existing projects via Project Admin settings.
• Create and manage task categories in the Company Admin tool to organize workflows.
• Ensure the Tasks tool is active in project templates for consistent deployment.
• Streamline finance and operations workflows (AP, AR, job costing, budgeting, reporting) to reduce manual entry and errors.
• Identify and implement operational best practices to enhance efficiency across departments.
• Leverage automation tools and third-party connectors to support scalable growth.
• Build and maintain dashboards reflecting real-time task status, project health, and financial data.
• Ensure leaders have access to accurate, timely project and financial reporting from Procore and Sage Intacct.
• Partner with accounting to ensure month-end close accuracy, WIP reporting, and compliance with GAAP.

Conoscenze

Cross-team collaboration

Excel proficiency

Data reconciliation

Communication skills

Problem-solving

Formazione

Bachelor’s degree in Construction Management, Engineering, Information Technology, or related field

Strumenti

Procore

Sage Intacct

ConnectWise

Avalara

Descrizione del lavoro

Align is seeking a hands-on Procore Systems Manager to own, optimize, and continuously improve the connection between our Procore construction platform and Sage Intacct. This role bridges operations, finance, and technology, ensuring accurate data flow, streamlined workflows, and actionable leadership insights.

The ideal candidate will own system administration, task management, permissions, reporting, training, and process enhancements to ensure long-term adoption and operational excellence