Sage Intacct ERP Sales Specialist — Consultative Close

Forvis Mazars, LLP; Milwaukee (WI); On-site; USD 90,000 - 130,000; Full time

Job summary

Forvis Mazars, LLP is seeking a Sales Specialist Sage Intacct in the United States to drive the full sales cycle, from discovery through close, pursuing ERP opportunities generated by existing clients and referrals. This mid-level, quota-carrying role requires 3–5+ years in B2B sales, experience with ERP or cloud software, and skilled use of CRM platforms.

The position involves travel up to 25% and collaboration with SDRs, solution architects, marketing, and delivery teams to ensure well-scoped

Qualifications

• 3–5+ years of experience in B2B sales, preferably within ERP or cloud software.
• Ability and willingness to travel up to 25% to support sales cycles.
• Proven ability to manage and close complex, consultative sales opportunities.
• Experience working with CRM platforms (Salesforce, Dynamics, HubSpot, or similar).

Responsibilities

• Pursue qualified Sage Intacct ERP opportunities sourced from existing clients, 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 closely with: Sales Development Representatives for lead handoff and progression, Business Developers on account expansion, Marketing on campaign-driven leads, Delivery and practice teams to ensure accurate scoping and smooth transition to implementation
• Maintain accurate pipeline visibility, forecasting, and sales activity tracking within the firm's CRM system
• Meet or exceed assigned revenue targets and sales performance expectations

Skills

B2B sales

ERP/Cloud software sales

CRM experience

Tools

Salesforce

Dynamics

HubSpot

Job description

Forvis Mazars, LLP is seeking a Sales Specialist Sage Intacct in the United States to drive the full sales cycle, from discovery through close, pursuing ERP opportunities generated by existing clients and referrals. This mid-level, quota-carrying role requires 3–5+ years in B2B sales, experience with ERP or cloud software, and skilled use of CRM platforms.

The position involves travel up to 25% and collaboration with SDRs, solution architects, marketing, and delivery teams to ensure well-scoped