Client Engagement & Requirements Gathering
- Act as the primary functional point of contact for clients throughout the project lifecycle.
- Lead discovery sessions to capture business and financial requirements.
- Document future-state processes, system requirements, and gaps using standard templates.
- Define system dimensions (entities, departments, locations, projects) to support client reporting needs.
- Drive measurable success in client onboarding through timely delivery, alignment with financial reporting requirements, and system adoption.
Solution Design & Configuration
Collaborate with Solution Architects, reporting lead, and technical teams to ensure end-to-end solutions.Design and configure Sage Intacct and associated tools (BILL, Nexonia, Expensify, Divvy) to align with client needs.Incorporate best practices in accounting and financial operations, including revenue recognition, project costing, and reporting.Lead change management discussions, ensuring client teams understand and adopt new workflows and financial processes enabled by the tech stack.Implementation & Testing
Onboard clients onto the Consero tech stack and configure advanced modules.Execute test strategy and coordinate user acceptance testing (UAT).Extract, transform, and validate legacy master data; map to future-state structure.Support data migration, including historical financials.Training & Go-Live Support
Deliver client training sessions on configured systems and processes.Train internal teams on new client-specific solutions and workflows.Provide support during the first month of Go-live.Project Oversight & Risk Management
Monitor tasks via Smartsheet and coordinate with cross-functional teams.Escalate risks, scope changes, and timeline impacts to Project Manager promptly.Track client sentiment and maintain alignment to ensure successful delivery.External Skills and Expertise :
Preferred Qualifications :
Sage Intacct Implementation Specialist and / or Advanced Module certifications.Experience with other financial systems (Salesforce, BILL, Nexonia, Expensify, ADP).Familiarity with Smartsheet or other task / project management tools(ref : iimjobs.com)