Remote Sage Intacct Support Specialist – ERP & Client Success

Baker Tilly Advisory Group, LP; Sacramento (CA); Remote; USD 78,000 - 127,000; Full time

Job summary

Baker Tilly Advisory Group, LP is seeking a remote Customer Support Specialist focused on Sage Intacct to join our fast-growing advisory team. You will review, assign and resolve client tickets, test solutions in demonstrations, and coordinate with internal consultants and vendors to ensure timely issue resolution.

The role emphasizes service excellence and professional growth within a leading firm. A bachelor’s degree and 3+ years in accounting/finance tech support, with strong communication

Qualifications

• A bachelor's degree required, preferably in business administration, accounting, MIS or equivalent experience
• Three (3)+ years' experience in the accounting or finance field with exposure to multiple ERP systems or in a software technical support environment working heavily with external customers
• Demonstrated skills in time management, communication, interpersonal skills, relationship building, collaboration, and problem solving
• Strong leadership, project management, organizational and analytical skills, initiative, adaptability
• Microsoft Suite skills
• Eligibility to work in the U.S. without sponsorship

Responsibilities

• Reviewing, assigning and/or taking ownership of customer support tickets daily, responding promptly to customers once reviewed
• Determining a course of action upon review of case tickets
• Testing possible solutions in demonstration environments
• Adding internal comments to variations of potential solutions and contact customers with possible solutions
• Escalating issues without immediate resolution to internal management or Sage Intacct's customer support and/or engineering
• Following up regularly on outstanding tickets
• Delegating certain issues to the implementation or technical services team for highly configured instances of the software
• Corresponding throughout issue resolution process in a timely manner
• Other duties as assigned
• Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs
• Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients
• Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals
• Enjoy friendships, social activities and team outings that encourage a work-life balance

Skills

ERP experience

Customer support

Leadership

Project management

Microsoft Office

Education

Bachelor's degree

Tools

Sage Intacct

Microsoft Office

Job description

Baker Tilly Advisory Group, LP is seeking a remote Customer Support Specialist focused on Sage Intacct to join our fast-growing advisory team. You will review, assign and resolve client tickets, test solutions in demonstrations, and coordinate with internal consultants and vendors to ensure timely issue resolution.

The role emphasizes service excellence and professional growth within a leading firm. A bachelor’s degree and 3+ years in accounting/finance tech support, with strong communication