Sage Practice Leader - Advisory

Cherry Bekaert LLP; Houston, Northern (TX, KY); Hybrid; USD 280,000 - 420,000; Full time

Benefits offered by this job

Annual bonus

Medical, dental & vision care

Paid time off

Job summary

Cherry Bekaert LLP seeks a Sage Practice Leader to drive strategy, growth, and delivery across the Sage product suite. You will own commercial performance, partner programs, and cross-functional collaboration to scale the national Sage practice.

This senior leadership role requires fluency in Sage ecosystems and a track record of building scalable delivery and sales infrastructures, with experience leading large client portfolios in various industries. Hybrid/remote work is available.

Qualifications

• Experience leading a national Sage practice and driving revenue growth.
• Deep fluency in the Sage ecosystem, partner programs, and related ISV networks.
• Proven ability to build commercial and delivery infrastructure at scale.

Responsibilities

• Lead strategy, growth and delivery of Cherry Bekaert's national Sage practice.
• Own the practice's commercial performance, including revenue growth and margins.
• Develop and implement delivery standards, governance, and capacity models.
• Establish KPIs and use data-driven insights for continuous improvement.
• Collaborate with Advisory leadership to align priorities and scale the practice.
• Drive acquisition and alliance targets to strengthen Sage capabilities.

Skills

Sage ecosystem fluency

Strategic growth leadership

Client relationship management

Cross-functional collaboration

Sales and pursuit strategy

Education

Bachelor's in Business/Accounting

Tools

Sage Intacct

Sage X3

Sage Intacct Construction

Job description

Ranked #17 on Accounting Today’s 2026 Top 100 Firms list and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to its clients. The Firm is digitally driven, industry-aligned and focused on the middle market. Through sustained investment in financial technology, the Firm has become one of the largest Sage solution providers in the United States, a certified Sage Intacct Value-Added Reseller, and multi-year Sage Platinum Club honoree serving clients nationwide. As the Firm continues to grow its national technology and outsourced accounting capabilities, an exceptional Partner-level opportunity is available to lead our Sage practice. This is a highly visible leadership role with end-to-end responsibility for practice strategy, growth, delivery quality, and team development across the full Sage product suite. The practice operates nationally; this role can be based in any of the Firm’s U.S. office locations, with Atlanta or Houston preferred. A hybrid or remote arrangement is available.

Role Overview

The Sage Practice Leader serves as the senior relationship steward, commercial owner, and technical authority for the Firm’s Sage practice, which delivers selection, implementation, integration, customization, optimization and ongoing support across Sage Intacct, Sage X3, Sage Intacct Construction, and related industry solutions. A central element of the role is fluency in the Sage ecosystem: its products, channel and partner programs, and the surrounding network of independent software vendors and third-party applications. The successful candidate will sustain and deepen the practice’s established client relationships while identifying and capturing growth across industries and the broader Cherry Bekaert platform. This role also includes building the commercial and operational infrastructure for the practice, in conjunction with Advisory leadership and other technology practice leaders, to enable the organization to scale.

Key Responsibilities

• Lead the strategy, growth and delivery of the Firm’s national Sage practice across the full Sage product suite, including Sage Intacct, Sage X3, and Sage Intacct Construction.
• Own the practice’s commercial performance, including revenue growth, resource planning, utilization and margin, as the accountable practice leader.
• Operational Excellence Build and maintain the operational infrastructure of the practice, including delivery standards, quality control mechanisms, project governance frameworks, and resource capacity models that support consistent, scalable service delivery.
• Establish and monitor key performance indicators across delivery, client satisfaction, utilization and financial performance, using data-driven insights to drive continuous improvement across the practice.
• Collaborate with Advisory leadership and other technology practice leaders to align operational priorities, share resources effectively and build the commercial and delivery infrastructure necessary to scale the practice nationally.
• Steward and deepen the Firm’s relationship across the Sage ecosystem, including Sage’s channel and partner programs, product roadmap and the surrounding community of independent software vendors and third-party application providers.
• Serve as the senior relationship leader and trusted advisor for a portfolio of clients across industries such as construction, manufacturing, distribution, healthcare, professional services, not-for-profit and family offices.
• Direct end-to-end enterprise resource planning (ERP) engagements, from selection and implementation through integration, customization, optimization and managed support.
• Drive business development by expanding existing client relationships, cultivating referral sources and collaborating with the Firm’s Outsourcing & Resource Solutions, Digital Advisory and industry teams on cross-service opportunities.
• Sales Excellence Develop and execute a disciplined, practice-wide sales strategy with defined pipeline targets, pursuit processes and win/loss feedback loops that build a predictable, high-quality revenue funnel.
• Lead the pursuit of strategic new-logo and expansion opportunities, personally engaging in key proposals, executive presentations and contract negotiations for significant or complex engagements.
• Build and sustain a high-performing sales culture within the practice by coaching team members on business development skills, establishing accountability for individual pipeline contribution and recognizing commercial achievement.
• Talent Identification and Development Lead, mentor and develop a Sage practice leadership team, fostering technical excellence and a high-performing, collaborative delivery culture.
• Proactively identify and assess high-potential talent across the Sage, ERP and finance-technology market, building a pipeline of candidates for key practice leadership, delivery and sales roles in advance of need.
• Collaborate with the Firm’s recruiting and human resources functions to design compelling career paths, competitive compensation structures and retention strategies that attract and retain top Sage and ERP professionals.
• Champion a culture of learning and professional growth, supporting team members’ pursuit of Sage certifications, continuing education and leadership development opportunities aligned with both individual and practice objectives.
• Contribute to the Firm’s market presence through thought leadership, Sage community engagement and participation in relevant industry and product forums.
• M&A Leadership Identify, evaluate and help cultivate acquisition and alliance targets that strengthen the Firm’s Sage capabilities, geographic footprint or industry depth, collaborating with Advisory leadership and corporate development throughout the process.
• Lead practice-level due diligence on prospective acquisitions, assessing cultural alignment, technical capabilities, client base quality and integration feasibility.
• Drive post-close integration of acquired teams and client relationships into the Sage practice, ensuring retention of key personnel, continuity of client service and rapid alignment to the Firm’s delivery and quality standards.
• No agencies. #LI-PB1

What you can expect from us:

• Entrepreneurial environment focused on professional development, career advancement, and performance and rewards opportunities.
• Supportive partnership group with a “one firm” mentality and a commitment to colleagues’ success.
• Big firm resources and bench strength; small firm flexibility and openness to new ideas.
• Defined metrics and targets that eliminate ambiguity.
• Flexible work arrangements with generous PTO, including a firmwide week off for the 4th of July.

About Us Benefits Information:

Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.

About Cherry Bekaert

Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit https://www.cbh.com/disclosure/ Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. https://careers.cbh.com/legal-disclosures/ contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.

This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.

Candidates must demonstrate eligibility to work in the United States.Cherry Bekaert will not provideworksponsorship for this position.

Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at https://careers.cbh.com/ and follow us onLinkedIn,Instagram, Twitterand Facebook.

© 2026 Cherry Bekaert. All Rights Reserved. At Cherry Bekaert, your career is about you. With growing industry expertise, a strong support system, and our team’s shared values, we encourage you to choose your path. Join the Firm that acknowledges and recognizes the power of the individual.