Senior Sage Implementation Specialist

Trove - CT; United States; On-site; USD 70,000 - 95,000; Full time

Job summary

A leading financial services company is seeking a Senior Sage Implementation Associate to implement software solutions for clients. This role involves system configuration, automated journal entries, and client training. The ideal candidate will have strong project management skills, experience in Sage, and a passion for technology, contributing to seamless client operations.

Benefits

Discretionary bonus targets

Generous retirement plan company matching

Medical and dental benefit options

Specialized educational courses and seminars

Company events and community service events

Qualifications

• 3+ years of experience with Sage software and Bill.com.
• Detail-oriented with a passion for technology.
• Strong communication and project management skills.

Responsibilities

• Implement Sage software solutions and Bill.com integrations.
• Provide technical support and troubleshooting.
• Create automated journal entries to enhance efficiency.

Skills

Project Management

Data Analysis

Communication

Problem-Solving

Education

Bachelor's degree in Accounting, Business, Computer Science, or a related field

Tools

Sage Intacct

Bill.com

SQL

Alteryx

Addepar

Job description

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Trove is an administrative financial services company that understands the complex needs of high-net-worth individuals, families and/or their organizations. Trove delivers an array of bespoke, day-to-day, financial solutions to the families and engagements it serves. We have 5 office locations; Boston, MA, New York City, NY, Bryn Mawr, PA, Salt Lake City, UT, & Stamford, CT. Through continued growth we have become the leading independent multi-family office in North America! At Trove we are dedicated to building centers of excellence with a trusted, innovative, and expert team to support our families and engagements. We look for talented people who are motivated, curious, collaborative, and have a passion for delivering the highest quality services with a culture of teamwork. Interested? Read more about the day-to-day responsibilities of our Senior Accounting Associate below!

Job Description

As a Senior Sage Implementation Associate, you will play a crucial role in implementing Sage software solutions and Bill.com integrations for clients. Your responsibilities will include setting up and configuring systems, creating automated journal entries, streamlining financial processes, and providing comprehensive training and support.

Responsibilities Include, But Are Not Limited To

• System Setup and Configuration: Customize Sage software and Bill.com according to client requirements.
• Automated Journal Entries: Develop and implement automated journal entries to enhance efficiency.
• Streamline Financial Processes: Identify and implement improvements to financial workflows and processes.
• Advanced Module Workshops: Prepare and conduct workshops on advanced Sage modules.
• Training Materials: Create and develop comprehensive end-user training materials.
• Training Sessions: Lead both in-person and virtual training sessions for end users.
• Technical Support: Provide ongoing support and troubleshooting for Sage and Bill.com automations.
• Project Management: Assist in managing implementation projects, ensuring timelines and quality standards are met.
• Client Consultation: Work closely with clients to understand their business needs and provide tailored solutions.
• Documentation: Maintain detailed documentation of system configurations, processes, and training materials.
• Quality Assurance: Conduct regular reviews and testing to ensure the integrity and performance of implemented solutions.
• Collaboration: Collaborate with cross-functional teams to ensure seamless integration and support.
• Continuous Improvement: Stay updated with the latest Sage and Bill.com features and best practices, and incorporate them into client solutions.
• Custom Reports: Design and develop custom financial and operational reports using Sage Intelligence Reporting tools.
• Advanced Reporting: Utilize the Report Designer to create complex, multi-level financial reports with flexible layouts.
  
  

Qualifications

• Education: Bachelor's degree in Accounting, Business, Computer Science, or a related field. Equivalent experience may be considered.
• Experience: 3+ years of experience with Sage software and Bill.com, including implementation and end-user support.
• Skills: Strong project management skills, excellent communication abilities, proficiency in data analysis, and experience with creating automated financial processes.
• Technology: Experience with Sage Intacct, Bill.com, Alteryx, SQL, Addepar or similar
  
  

Skills & Experiences For Success

• This role is ideal for someone who is detail-oriented, enjoys problem-solving, and has a passion for helping businesses optimize their operations through technology.
  
  

Compensation & Benefits

Trove offers an outstanding compensation package where you will be rewarded for your experience and recognized for the value you bring to our team of professionals. Our packages also include discretionary bonus targets, generous retirement plan company matching, medical and dental benefit options and more! We offer specialized educational courses and seminars, company events, and community service events.

Equal Opportunity Employer

Trove is an equal opportunity employer. Qualified applicants are considered for employment without regard to age, race, color, sex, marital status, religion, creed, ancestry, national or ethnic origin, physical or mental disabilities (as defined in the Americans with Disabilities Act), sexual orientation, or gender identity.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Strategy/Planning and Information Technology

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