Sage Intacct ERP Sales Specialist

Forvis Mazars US; Milwaukee (WI); On-site; USD 85,000 - 140,000; Full time

Job summary

Forvis Mazars, LLP seeks a mid-level Sage Intacct ERP Sales Specialist to pursue and close ERP opportunities generated from existing clients, internal referrals, and marketing initiatives. You will own the full sales cycle from discovery through close in a consultative, value-driven manner.

Collaborate with solution architects, delivery leaders, SDRs, marketing and delivery teams to ensure accurate scoping and smooth transitions to implementation, while maintaining pipeline visibility in CRM and

Qualifications

• 3-5+ years of experience in B2B sales, preferably ERP or cloud software sales, professional services, or technology-enabled business solutions.
• Ability and willingness to travel up to 25% to support sales cycles, internal networking, and conferences.
• Proven ability to manage and close complex, consultative sales opportunities.
• Ability to articulate business value and align solutions to client needs.
• Experience working with CRM platforms (Salesforce, Dynamics, HubSpot, or similar).

Responsibilities

• Pursue qualified Sage Intacct ERP opportunities sourced from existing clients, internal referrals, and marketing-supported initiatives.
• Own the full sales cycle from discovery through proposal development, pricing coordination, contract negotiation, and close.
• Conduct discovery conversations to understand client business needs, operational challenges, and growth objectives.
• Position Sage Intacct ERP capabilities and FORVIS Mazars services in a consultative, value-driven manner.
• Translate client requirements into well-scoped Sage Intacct ERP solutions in partnership with solution architects and delivery leaders.
• Develop and deliver client-facing presentations and solution discussions tailored to executive and operational stakeholders.
• Collaborate with Sales Development Representatives, Business Developers, Marketing, and Delivery teams to ensure aligned scoping and handoffs.
• Maintain pipeline visibility, forecasting, and sales activity tracking within the firm's CRM.

Skills

B2B sales experience

Consultative selling

CRM proficiency

Relationship building

Travel readiness

Tools

Salesforce

Dynamics

HubSpot

Job description

Forvis Mazars, LLP seeks a mid-level Sage Intacct ERP Sales Specialist to pursue and close ERP opportunities generated from existing clients, internal referrals, and marketing initiatives. You will own the full sales cycle from discovery through close in a consultative, value-driven manner.

Collaborate with solution architects, delivery leaders, SDRs, marketing and delivery teams to ensure accurate scoping and smooth transitions to implementation, while maintaining pipeline visibility in CRM and