Technical Account Advisor - Client Success

ZipRecruiter; Florham Park (NJ); Remote; USD 75,000 - 90,000; Full time

Job summary

A leading company is seeking a Technical Account Adviser to provide strategic technical advisory services for clients. This role involves building relationships, offering guidance on ERP systems, and ensuring client satisfaction. The ideal candidate will have extensive experience in technical support and ERP systems, particularly with Sage products. Remote work is supported, making this an excellent opportunity for those looking to work flexibly while contributing to client success.

Qualifications

• 5+ years in a technical support, consulting, or ERP systems role.
• 2+ years hands-on experience with Sage Intacct, Acumatica, Sage 300 CRE, or Sage 100 Contractor.

Responsibilities

• Build trusted relationships with technical and business stakeholders.
• Provide expert guidance on platform architecture and best practices.
• Troubleshoot and resolve complex technical issues.

Skills

Technical Support

Problem Solving

Communication

Client Lifecycle Management

Tools

Salesforce

Job description

Job Description

Salary: 75,000-90,000

Position Overview

As a Technical Account Adviser (TAA) within Accordant's Client Success department, you will serve as a strategic technical advisor to a dedicated portfolio of clients, ensuring the long-term success and optimization of their ERP environments. You will work cross-functionally to deliver high-value guidance, proactive solutioning, and hands-on support related to Accordant-supported ERP systems, including Sage Intacct, Acumatica, Sage 300 CRE, and Sage 100 Contractor.

You will partner closely with key stakeholders—from system administrators to C-suite executives—to drive effective use of technology in support of their business goals. Your work will directly contribute to client satisfaction, retention, and growth.

Responsibilities

1. Build trusted relationships with technical and business stakeholders, acting as the primary technical point of contact for assigned clients.
2. Provide expert guidance on platform architecture, configuration, integrations, and best practices across supported ERP solutions.
3. Lead technical discovery and collaborate with Client Success Managers to define and execute strategic account plans.
4. Identify and recommend process improvements, add-on solutions, or integrations that align with client needs and business goals.
5. Troubleshoot and resolve complex technical issues, coordinating with internal and external teams as needed.
6. Represent the voice of the client in cross-functional discussions with Product, Engineering, and Support teams.
7. Participate in and contribute technical insights to annual business reviews and other key touchpoints.
8. Provide configuration support, develop technical documentation, and enable client self-sufficiency where possible.
9. Proactively identify and mitigate risks to system performance and client satisfaction.
10. Continuously refine and share internal best practices and scalable solutions for technical account management.

Skills Required

1. 5+ years in a technical support, consulting, or ERP systems role.
2. 2+ years hands-on experience with Sage Intacct, Acumatica, Sage 300 CRE, or Sage 100 Contractor.
3. Proven experience working directly with clients in a technical advisory or account-facing capacity.
4. Strong diagnostic, troubleshooting, and problem-solving skills.
5. Effective communicator with the ability to translate complex technical concepts to non-technical audiences.
6. Familiarity with client lifecycle management and comfort participating in both strategic and tactical conversations.
7. High level of accountability, ownership, and follow-through.
8. Experience working with Salesforce or similar tools for case and relationship management.

Additional Skills

1. Experience supporting clients in the construction or professional services industries.
2. Prior involvement in client metric initiatives such as NPS, CSAT, or Voice of the Customer.
3. Exposure to process improvement frameworks (e.g., Six Sigma, LEAN).
4. Ability to lead or contribute to product demonstrations and technical workshops.
5. Working knowledge of accounting or financial workflows in an ERP context.

Remote work is supported.