Sage Intacct National Account Manager

Mycampbellandco; Spring Hill, Northern (FL, KY); Hybrid; USD 30,000 - 65,000; Full time

Benefits offered by this job

401(k) Retirement Match

Paid Time Off

Professional Development

Job summary

Campbell Technology Advisors, a leader in financial technology consulting, is seeking a National Account Manager to drive growth by developing new client relationships and leading the sales process for Sage Intacct and related solutions. You will collaborate with internal teams to tailor proven ERP and financial software offerings to client needs.

The ideal candidate has 1+ years in B2B SaaS or ERP sales, strong CRM skills, and a track record of meeting quotas in a remote-friendly, travel-heavy

Qualifications

• 1+ year of experience in B2B sales, preferably in ERP, SaaS, or financial technology.
• Experience in Salesforce or other CRM platforms to manage the sales pipeline.
• Proven track record of meeting or exceeding sales goals in a quota-carrying role.
• Ability to consult with CFOs and finance teams to identify pain points and recommend software.
• Understanding of financial processes and ERP systems is a plus.

Responsibilities

• Identify, engage, and develop new business opportunities within the Sage Intacct ecosystem.
• Build and maintain a strong sales pipeline through prospecting and lead generation.
• Conduct discovery meetings to align solutions with client needs.
• Collaborate with consultants and implementation teams to craft tailored ERP solutions.
• Manage contracts, proposals, and the deal-closing process efficiently.
• Analyze CRM and marketing data to refine outreach and improve conversion rates.

Skills

B2B sales

CRM proficiency

Negotiation

Communication skills

Financial software understanding

Tools

Salesforce

Pardot

LinkedIn Sales Navigator

Job description

Job Description

Campbell Technology Advisors is a leader in financial technology consulting, specializing in Sage Intacct ERP software sales, implementation, and advisory services. Our expertise helps businesses streamline financial processes, enhance reporting capabilities, and integrate best-in-class add-ons to optimize their operations.

We are looking for a National Account Manager to drive growth by developing new client relationships, managing existing accounts, and leading the sales process for Sage Intacct and related solutions. The ideal candidate is a motivated, results-driven professional with a background in B2B SaaS, ERP software, or financial technology sales.

The National Account Manager is responsible for all activities necessary to achieve or exceed their defined sales goals inclusive of:

Compensation

• Base Annual Salary Range: $30,000 - $65,000
• Eligible to Participate in 2025 Commission and Bonus Plan

Sales & Business Development

• Drive revenue growth by identifying, engaging, and developing new business opportunities within the Sage Intacct ecosystem.
• Build and maintain a strong sales pipeline through consistent prospecting and lead-generation activities.
• Conduct in-depth discovery meetings to understand client needs and align solutions with business challenges.
• Work closely with internal consultants, implementation teams, and third-party software providers to craft tailored solutions.

Client Relationship Management

• Serve as the primary relationship manager for clients and prospects, ensuring long-term engagement and customer satisfaction.
• Conduct quarterly and annual business reviews to assess software impact and uncover expansion opportunities.
• Act as a trusted advisor by staying up to date on industry trends, ERP best practices, and financial technology advancements.

Sales Operations & CRM Management

• Utilize Salesforce and Pardot to track and manage sales activities, nurture leads, and optimize the customer journey.
• Leverage LinkedIn Sales Navigator to identify, research, and connect with key decision-makers within target industries.
• Maintain accurate records of pipeline development, account interactions, and sales forecasting in Salesforce.
• Automate and personalize prospect engagement using Pardot email campaigns, lead scoring, and workflows.
• Prepare proposals, manage contract negotiations, and oversee the deal-closing process efficiently.
• Regularly analyze CRM and marketing automation data to refine outreach strategies and improve conversion rates.

Basic Qualifications

• 1+ years of experience in B2B sales, preferably in ERP, SaaS, or financial technology solutions.
• 6+ months of experience in Salesforce or other CRM platforms to manage and track the sales pipeline.
• Proven track record of meeting or exceeding sales goals in a quota-carrying role (top 10-20% of company).
• Ability to consult with CFOs, Controllers, and finance teams to identify operational pain points and recommend software solutions.
• Strong understanding of financial processes, multi-entity consolidations, and financial reporting.
• Sage Intacct knowledge is a plus; experience with ERP systems such as NetSuite, Microsoft Dynamics, or QuickBooks Enterprise is beneficial.
• Excellent verbal and written communication skills, with the ability to present complex financial solutions in a clear, compelling way.

Additional Qualifications

• Entrepreneurial mindset with a self-starter mentality.
• Strong negotiation skills and the ability to close complex sales deals.
• Ability to actively listen to prospects and tailor solutions to their needs.
• Highly organized, detail-oriented, and comfortable managing multiple priorities.
• Passion for technology, accounting, and finance.

Work Environment & Travel

• Remote work environment with travel required for client meetings, trade shows, and industry events.
• Standard office setting with moderate noise levels; frequent use of phone, computer, and video conferencing tools.

Benefits & Perks

At Campbell Technology Advisors, we believe in taking care of our team both professionally and personally. We offer a comprehensive benefits package designed to support your career growth, financial well-being, and work-life balance.

• 401(k) Retirement Match - 100% match up to 3%, plus 50% match on the next 2% of your contributions.
• Generous Paid Time Off - 21 days of PTO plus 1 floating holiday to use at your discretion.
• Professional Development - Access to a library of on-demand career development resources and ongoing training opportunities to help you grow in your role.

We foster a collaborative, high-energy environment where innovation and professional growth thrive. Join us and be part of a team that values expertise, flexibility, and making an impact!

Why Join Campbell Technology Advisors?

• Industry-leading expertise in Sage Intacct and financial technology consulting.
• Collaborative and dynamic team with opportunities for growth and advancement.
• Competitive salary with performance-based commissions and incentives.
• Comprehensive benefits, including health, retirement, and professional development opportunities.