Sage Intacct Presales Solution Architect
Core
Designing and proposing delivery options for Sage Intacct ERP solutions, building business cases for clients, and managing the sales pipeline for professional services.
Role type
Presales Solution Architect (ERP/Accounting)
Builds
Sage Intacct implementation roadmaps, proposal options, and business cases for prospective clients.
Domain
Accounting, Professional Services, ERP
Deliverable
client delivery
Required skills
Sage Intacct solution design, professional services sales, contract negotiation, scoping services, workflow diagramming, data modeling, CEO/Board-level selling, pipeline management, technical solution architecture
Preferred skills
Nonprofit, Healthcare, Financial & Professional Services, Family Office experience, PandaDoc proficiency
Technologies
Sage Intacct, PandaDoc
Responsibilities
Understanding client needs and demonstrating product capabilities, developing relationships with sales teams and software partners, building compelling business cases for leaders, managing new business opportunities from demo to contract, participating in marketing initiatives, researching industry trends, and assisting in implementation roadmap design.
Seniority
Senior, hands-on IC
