Sage Intacct BT360 Manager

Baker Tilly US; Madison (WI); On-site; USD 100,000 - 182,000; Full time

Job summary

Baker Tilly US, LLP is seeking a Sage Intacct BT360 Manager specializing in the Construction Vertical to join our Madison-area team. You will work directly with clients to deliver software solutions through implementation projects and ongoing support, driving high customer satisfaction and successful adoption.

In this role you will manage projects, coordinate meetings, document requirements, build reports and dashboards, and train end-users.

Qualifications

• Bachelor's degree in Accounting, Business, or MIS preferred.
• Deep knowledge of construction industry terminology and processes.
• 3+ years of Sage Intacct consulting/implementation experience.
• End-user or client-facing experience with ERP systems.
• Eligibility to work in the U.S. without sponsorship.

Responsibilities

• Manage client engagements, deliver Sage Intacct implementations on time and within scope.
• Document business requirements and translate into configurable software solutions.
• Design dashboards and KPI reports tailored to construction clients.
• Train customer end-users and ensure successful product adoption.
• Coordinate internal and client project team meetings and provide project updates.
• Communicate effectively with clients, teammates, and leadership.

Skills

Client-facing

Communication

Project coordination

Advanced Excel

Time management

Education

Bachelor's degree in Accounting (preferred)

Tools

Sage Intacct

Excel

Microsoft Office

Job description

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.

Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency (\"search firm\") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.

Job Description

Join One of the Fastest-Growing Professional Services Firms in the Nation

Are you passionate about helping clients embrace technology to elevate their business operations and enhance customer satisfaction?

If yes, consider joining Baker Tilly US, LLP (BT) as a Sage Intacct BT360 Manager specializing in the Construction Vertical! At BT your main responsibilities will include working directly with clients to deliver software solutions through implementation projects and ongoing support—driving high customer satisfaction and successful adoption.

As one of the fastest-growing firms in the country, BT offers:

• A clear path for career advancement
• Flexibility in how and where you work
• Meaningful relationships with clients, teammates, and leaders who genuinely care about your growth and development

What You’ll Do

As a trusted member of the engagement team, you will be expected to:

Interpersonal Functions

• Provide prompt, concise, and friendly communications providing high quality service
• Utilize time management skills with ability to manage priorities independently and successfully multi-task across projects, customers, and internal activities
• Advocate for clients, team members, and the product
• Work effectively independently and collaboratively in a team environment
• Act as project sponsor on resourced projects, managing resources and providing project updates to clients
• Understand, communicate expectations, and enforce SOWs and scope of BT360 program

Technical Functions

• Monitor and respond to customer technical issues, product questions and informational requests
• Clearly articulate system functionality through written and oral communication methods
• Coordinate, plan, and lead internal and client project team meetings
• Be able to: 1) configure and implement the Sage Intacct software, following our prescriptive implementation methodology resulting in in-scope/on-budget/on-time delivery, high customer satisfaction, and successful customer adoption 2) document customer business requirements into configurable software solutions and business management processes utilizing best practices and visual process flowcharts 3) perform gap analysis between system functionality and client requirements including recommendation of alternative applications to achieve similar goals when necessary 4) design and build industry specific key performance indicators, reports, and dashboards 5) conduct training for customer end-users at all levels of the customers organization and relate system functionality to customer business operations
• Advanced proficiency with Excel (pivot tables, vlookups, macros, etc.) for efficient data mapping, integration, and migration of customer data
• Utilize and deepen your knowledge of the Sage Intacct software including development of expertise implementing and using Sage Intacct, as well as staying current with the latest product features and enhancements, especially those related to the CRE product at Sage
• Any additional assignments as requested by management

Successful Candidates Will Have

• A Bachelor's degree in Accounting (preferred), Business, or MIS (with a foundational understanding of accounting concepts).
• Deep knowledge of the construction industry, including micro-verticals, operational/reporting requirements, and terminology.
• Knowledge of construction-specific payroll requirements, preferred
• At least 3+ years of experience consulting and implementing Sage Intacct
• Construction industry experience working in accounting or operations (with general understanding of accounting principles)
• Public accounting experience
• Accounting and finance or similar as an end user of Sage Intacct or similar ERP system
• Sage Intacct Implementation Certification, and/or Sage Intacct Construction Implementation Consultant Certification Package
• Experience as a client-facing support consultant (preferred)
• Hands-on experience with full-cycle software delivery or as an end-user during implementation or upgrades (preferred)
• Advanced Excel skills (pivot tables, VLOOKUPs, macros, etc.) for efficient data mapping, integration, and migration of client data.
• Proficiency in Microsoft Office Suite
• Eligibility to work in the U.S. without sponsorship

The pay range for this position is $100,000 to $182,400. This range represents a good-faith and reasonable estimate of the compensation the firm expects to pay for this position at the time of posting. Actual compensation will depend on a variety of relevant factors, including an applicant’s skills, experience, qualifications, professional certifications, work arrangements, geographic location, and other business and organizational needs. It is not typical for an individual to be hired at or near the top of the range, and compensation decisions depend on the facts and circumstances of each case. Baker Tilly offers a compensation and benefits package to eligible employees.