Senior Manager, ERP Services Delivery - Sage Intacct

Advisory Practice Leader

Ready to accelerate your career? Join our rapidly expanding advisory team.

Our Advisory practice brings together our global footprint, industry expertise, client relationships, and innovative solutions to help organizations achieve their strategic objectives. We serve a broad portfolio of clients across banking, insurance, global markets, asset and wealth management, payments, and other complex industries. Our clients range from premier global financial institutions to super-regional and community-based organizations, asset managers, and emerging companies.

Who makes a highly successful advisor?

We are looking for a strong, execution-oriented leader to join our inclusive community of technology advisors. The ideal candidate is entrepreneurial, client-focused, and committed to continuous learning. This person leads with accountability, builds trust quickly, drives work forward with discipline, and brings a growth mindset that helps both clients and team members succeed.

Your new career challenge

In this role, you will work alongside highly talented subject matter leaders and team members across Forvis Mazars and our clients. You will have the opportunity to lead meaningful work, strengthen client relationships, influence delivery excellence, and continue building your leadership capabilities while contributing to a growing practice. This is a leadership-focused player-coach role for someone who can lead client engagements, mentor team members, and remain actively involved in delivering high-quality work. The right candidate will lead implementations that are on time, on budget, and aligned with client goals while building trusted relationships and maintaining strong delivery discipline. This person should be confident coaching others, making sound decisions, removing roadblocks, and turning strategy into action.

What you will do:

• Lead Sage Intacct implementation engagements from discovery through deployment, with accountability for delivery quality, timeline adherence, and client satisfaction.
• Analyze client goals, business processes, and operational needs to design implementation strategies that align technology solutions with business objectives.
• Own project execution by developing and managing project plans, milestones, resource needs, risks, and deliverables from kickoff through go live.
• Provide leadership in client meetings by setting direction, facilitating decisions, addressing issues proactively, and keeping work moving forward.
• Deliver business process consulting and best-practice guidance to help clients improve operations and maximize the value of Sage Intacct.
• Configure Sage Intacct solutions to meet client requirements while balancing scalability, usability, and long-term business needs.
• Build trusted client relationships through clear communication, sound judgment, and consistent follow-through.
• Apply implementation standards, tools, and documentation to drive consistency, quality, and efficiency across engagements.
• Support existing clients as needed by addressing issues, identifying improvement opportunities, and reinforcing long-term partnership value.
• Collaborate effectively across the Sage Intacct practice to support shared delivery goals, practice growth, and strong client outcomes.
• Manage multiple client, project, and team priorities in a fast-paced environment with strong organization and execution discipline.
• Travel up to 30% as needed to support client engagements and team collaboration.

Team leadership & practice contribution

• Serve as a leader within the practice by modeling accountability, professionalism, collaboration, and a high standard of client service.
• Coach, mentor, and develop consultants through regular guidance, constructive feedback, and support for skill and career growth.
• Balance leadership responsibilities with hands-on execution, remaining actively involved in client delivery while helping others succeed.
• Identify risks, remove roadblocks, make informed decisions, and maintain forward momentum across projects and team initiatives.
• Partner with project managers and practice leadership on resource planning and staffing decisions that support balanced workloads and delivery excellence.
• Contribute to the development of internal tools, templates, methodologies, and best practices that improve consistency and efficiency.
• Support team engagement and capability growth by encouraging collaboration, continuous improvement, and shared problem-solving.
• Recognize and elevate opportunities to expand client relationships through cross-sell and upsell opportunities that align with client needs.
• Support sales by building relationships internally and externally and providing expertise and executive presence during the sales cycle.
• Translate strategy into actionable plans and drive results through strong follow-through, ownership, and execution.

Minimum qualifications:

• Degree in accounting, finance, business, management information systems, or equivalent professional experience.
• Five or more years of functional experience with Sage Intacct, NetSuite, FinancialForce, or other cloud-based accounting or ERP applications.
• Five or more years of consulting, implementation, or solution delivery experience in a client-facing environment.
• Proven experience leading ERP or software implementation projects with accountability for scope, timeline, and client outcomes.
• Experience mentoring, coaching, or developing consultants, project team members, or other professionals.
• Demonstrated ability to manage multiple priorities, solve problems proactively, and drive work to completion.
• Track record of building trusted client relationships while delivering measurable business results.
• Strong written and verbal communication skills, including the ability to lead discussions with clients, internal teams, and leadership.
• Proficiency in Microsoft Office Suite.

Preferred qualifications:

• Bachelor's or master's degree in accounting, business, management, management information systems or a related field.
• Experience presenting to and influencing client leadership throughout the sales, implementation, and delivery lifecycle.
• Experience leading, managing, or mentoring consulting teams in a professional services environment.
• CPA license.
• Sage Intacct certifications.