What are the responsibilities and job description for the Sales Specialist Sage Intacct position at Forvis Mazars?
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.
This role is ideal for a consultative seller who enjoys partnering with consulting teams to deliver well-scoped, right-sized ERP solutions. The Sales Specialist works closely with Sales Development Representatives (SDRs), Sage Intacct solution architects, marketing, and delivery teams, owning the sales process from qualified lead through close and handoff to implementation.
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
Benefits:
Vacation & Paid Time Off, Maternity & Paternity Leave, 401K PlanSalary : $86,000 - $123,000