Sage Senior Implementation Consultant
Team: Information Technology
Location: Atlanta, GA
Commitment: Full Time
Workplace Type: hybrid
Responsibilities:
- Client Setup & Platform Implementation
- Configure new accounting system environments (e.g., Sage Intacct, NetSuite, QuickBooks Enterprise, or similar platforms) for Aprio clients, including chart of accounts, modules, and custom integrations.
- Migrate client data into selected accounting platforms, ensuring accuracy, completeness, and compliance with Aprio standards.
- Establish and test connections with integrated systems (e.g., expense management, bill payment, invoicing platforms) as part of the implementation process.
- Participate in client onboarding calls to define configuration needs, technical integrations, and project timelines.
- Technical Support & Troubleshooting
- Address technical issues during implementation, including data sync problems, integration errors, and system configuration challenges.
- Monitor dashboards and activity logs to proactively identify and resolve potential issues.
- Deliver ongoing support by managing internal helpdesk tickets and support requests associated with the accounting technology stack and related implementations.
- Documentation & Process Improvement
- Maintain and update implementation templates, documentation, and requirements for accounting platforms and related integrations.
- Contribute to the development and refinement of standard operating procedures (SOPs) and best practices for platform setup and configuration.
- Assist in standardization and templatization of client segments for consistent delivery.
- Release Management & Communication
- Review release documentation for accounting platforms and communicate relevant changes, updates, or new features to internal teams and clients.
- Demo and Prospect Support
- Conduct demos and trainings for prospective clients or internal stakeholders as needed.
- Automation Project Support
- Support automation initiatives by facilitating cross-team collaboration, gathering requirements, and testing new processes.
- Training & Enablement
- Provide training and walkthroughs for Aprio staff and clients on system navigation, reporting, and platform features.
- Support knowledge transfer and documentation for ongoing client success.
- Collaboration & Continuous Improvement
- Work with project teams to communicate status updates, open items, and next steps for ongoing implementations.
- Research and recommend new marketplace offerings and integration solutions to enhance client and staff experience.
- User & Data Management
- Assist with user management within the technology stack, ensuring appropriate access and data integrity.
- Perform regular spot checks on system activity logs to identify and resolve errors.
Qualifications:
- Bachelor’s degree in Information Technology, Accounting, or related field preferred. Hands-on experience with implementation and configuration of accounting systems (e.g., Sage Intacct, NetSuite, QuickBooks Enterprise, or similar platforms).
- Strong technical troubleshooting and problem-solving skills.
- Ability to communicate effectively with internal teams and clients.
- Experience with financial system integrations and data migration is a major plus.
- Commitment to excellent customer service and process improvement.
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