Sales Specialist Sage Intacct

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

Job summary

Forvis Mazars LLP in the United States seeks a mid-level Sage Intacct ERP Sales Specialist to pursue and close ERP opportunities generated by clients, referrals, and marketing initiatives. You will own the full sales cycle from discovery to contract, develop client-facing presentations, and collaborate with delivery teams to scope and position Sage Intacct solutions.

The role requires 3–5+ years in B2B sales, ERP or cloud software experience, willingness to travel up to 25%, and a proven ability

Qualifications

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

Responsibilities

• Pursue Sage Intacct ERP opportunities from existing clients, referrals, and marketing initiatives.
• Own the full sales cycle from discovery through proposal, pricing, contract negotiation, and close.
• Conduct discovery to understand client needs and growth objectives.
• Present Sage Intacct ERP capabilities to executives and operational stakeholders.
• Collaborate with Sales Development, Business Developers, Marketing, and Delivery teams to ensure accurate scoping and smooth handoff.
• Maintain pipeline visibility, forecasting, and CRM activity.
• Meet or exceed revenue targets and sales performance expectations.

Skills

B2B sales

ERP software sales

Consulting

Technology solutions

Travel

Complex sales

Value selling

CRM experience

Job description

Description & Requirements

The Sage Intacct ERP Sales Specialist is a mid-level, quota-carrying sales role responsible for pursuing and closing Sage Intacct ERP opportunities generated by the firm. These opportunities originate from existing Forvis Mazars clients, internal colleague referrals, and firm-supported marketing initiatives.

What You Will Do

• 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 closely with:
  • Sales Development Representatives for lead handoff and progression
  • Business Developers on account expansion and cross-service opportunities
  • Marketing on campaign-driven leads and messaging feedback
  • 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

What Success Looks Like

• A strong, high-quality opportunity pipeline aligned to Sage Intacct growth objectives
• Trusted advisory relationships with client finance and executive leaders
• Well-scoped, well-positioned Sage Intacct ERP engagements that set clients and delivery teams up for success
• Consistent pipeline discipline, forecast accuracy, and follow-through from opportunity to close

Minimum Qualifications

• 3-5+ years of experience in B2B sales, preferably within:
• ERP or cloud software sales
• Professional services or consulting
• Technology-enabled business solutions
• Ability and willingness to travel up to 25% as required to support sales cycles, internal networking (office road shows), and strategic conference attendance.
• 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)

Preferred Qualifications

• Experience selling or supporting Sage Intacct ERP or other cloud-based ERP platforms
• Background in accounting, advisory, or professional services environments
• Familiarity with multi-stakeholder, mid-market sales cycles

About Forvis Mazars, LLP

Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, our 7,000+ team members deliver assurance, tax, and consulting services to clients in all 50 states and internationally.

With a legacy spanning more than 100 years, we're building something different. We are guided by a shared promise: Together, we create extraordinary experiences. That means delivering an Unmatched Client Experience® while creating a workplace where relationships matter, learning fuels growth, and every person feels valued and supported to thrive.

What We Offer

Our robust total rewards program and flexible work environment reflect our commitment to people, careers, and well-being-empowering our team to grow and thrive while delivering exceptional service. To explore what makes working at Forvis Mazars special, visit www.forvismazars.us/careers.

Legal Notice

Forvis Mazars, LLP is an equal opportunity/affirmative action employer in accordance with applicable law. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is Forvis Mazars, LLP standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

Forvis Mazars, LLP expressly reserves the right not to consider any unsolicited referrals, resumes or CVs from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

Forvis Mazars, LLP further reserves the right not to pay a fee to a recruiter or recruiting agency unless such recruiter or recruiting agency has a signed vendor agreement with Forvis Mazars, LLP. Any resume(s) or CV(s) submitted to anyone working for Forvis Mazars, LLP, or submitted to a Forvis Mazars, LLP general email, without having a Forvis Mazars, LLP vendor agreement in place, will be considered the property of Forvis Mazars, LLP.