What are the responsibilities and job description for the Post Implementation Director - Sage position at PreSales Collective?
CLA
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is looking to add a Post Implementation Director - Sage.
Description
Are you a Sage Intacct consultant who thrives on solving unique client challenges with technology? Do you enjoy delivering demos, crafting tailored solutions, and engaging in presales conversations? If so, this role could be your next big step.
As a Post Implementation Director you’ll work primarily with existing Sage Intacct customers, helping them expand their use of the platform. You’ll partner closely with the Client Success team to identify opportunities, scope projects, and deliver solutions that drive measurable impact.
Key Responsibilities
6 years of relevant experience required
Education
Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
Certifications / Licenses
None required.
Our Perks
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.
CLA is looking to add a Post Implementation Director - Sage.
Description
Are you a Sage Intacct consultant who thrives on solving unique client challenges with technology? Do you enjoy delivering demos, crafting tailored solutions, and engaging in presales conversations? If so, this role could be your next big step.
As a Post Implementation Director you’ll work primarily with existing Sage Intacct customers, helping them expand their use of the platform. You’ll partner closely with the Client Success team to identify opportunities, scope projects, and deliver solutions that drive measurable impact.
Key Responsibilities
- Collaborate with clients and the Client Success team to understand evolving business needs and translate them into Sage Intacct solutions
- Lead discovery and scoping sessions to gather functional requirements for new modules, integrations, or process improvements
- Define project scope, timelines, and resource estimates for implementation
- Create and present Statements of Work (SOWs) with clear deliverables and cost estimates
- Identify risks and customizations early in the process to ensure smooth implementations
- Deliver compelling demos of add-on modules that showcase value and functionality
- Stay current on Sage Intacct quarterly releases, new features, and best practices
- 6 years of Sage Intacct experience in consulting
- Knowledgeable in all core modules, AP, AR, GL, CM, OE, PO, and advanced modules.
- Strong communication skills with the ability to simplify complex technical concepts
- Proven ability to translate customer requirements into executable Sage Intacct solutions
- Skilled in delivering impactful demos
- Self-motivated and passionate about helping clients maximize the value of their technology investments
6 years of relevant experience required
Education
Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
Certifications / Licenses
None required.
Our Perks
- Flexible PTO (designed to offer flexible time away for you!)
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
- Complete list of benefits here
Click here to learn about your hiring rights.
Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits click here.