Cloud ERP Advisor

Job Description

Cloud ERP Advisor

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Location: Indianapolis, IN

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Schedule:

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• Full-time, Monday-Friday
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• Remote OR flexible hybrid arrangement at Leaf's corporate office in Carmel, IN
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• Occasional travel required (up to 10% for candidates residing in Indiana to attend conferences and in-person training, or up to 25% for candidates not residing in Indiana).
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• Ability to be in-office for the first two weeks post-hire for training and onboarding
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Compensation and Benefits:

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• Competitive salary based on experience and qualifications ($120,000-$135,000/yr)
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• PTO
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• Company-subsidized Healthcare, plus optional Vision, & Dental
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• Matching 401(k)
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• HSA and FSA
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• Short and long term disability
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• Optional critical illness, accident, and life insurance ($150,000 of company-paid life insurance is included,
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• with additional life insurance optional)
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• Optional coverages include critical illness, accident, and voluntary life insurance (in addition to the $150k).
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• Matching 529 College Savings Program for Indiana candidates
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About the team:

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If you're looking for stability, job security, and professional growth while solving large enterprise business problems, you'll find a long-term home at Leaf.

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In business for almost 40 years, Leaf is a premier Indiana software firm and has been named one of Indy's "Best Places to Work in Indiana" since 2012. Leaf helps growing organizations design, build, and optimize the systems that run their business — while acting as a long-term partner invested in their success, not just their software. Our office has a casual atmosphere with a fun break room, free Hubbard & Cravens coffee, a fully stocked beverage refrigerator, and a hot breakfast every Friday from local restaurants.

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Position Summary:

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Join one of Indy's Best Places to Work!

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Leaf is looking for an Advisor who has hands-on experience implementing Sage Intacct. This full-time role offers excellent benefits and a competitive salary, and calls for someone who is attentive to detail, disciplined, and resilient in the face of change — a sensible decision-maker who easily puts others at ease and thrives in a team environment while working with minimal supervision.

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Primary Responsibilities:

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• Manage multiple projects and customers simultaneously, delivering implementations on time, on budget, and in scope using Leaf's prescriptive methodology, while driving high customer satisfaction and adoption.
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• Lead the full implementation lifecycle: client consultation, requirements definition, solution design, configuration, unit and integration testing, training, data cleansing, and data migration.
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• Apply deep Sage Intacct expertise — including advanced modules (fixed asset management, projects costing and billing module, inventory module, prepaids, dynamic allocations, ICRW, revenue recognition, multi-entity, etc.) to configure solutions that reflect each customer's business processes and industry best practices, staying current on new product features.
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• Build and manage implementation project plans that optimize return on investment, and design industry specific KPIs, reports, and dashboards.
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• Coach and mentor less experienced implementation resources and Solution Architects on Leaf processes, Sage Intacct modules, and project management.
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• Train customer end-users at every level of the organization, connecting system functionality to real business requirements.
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• Respond to customer technical support issues and serve as an escalation point for project issues.
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• Contribute to Leaf's knowledge repository of deployment best practices to strengthen tools and repeatable service delivery.
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• Deliver prompt, concise, and friendly communication that reflects high-quality service and leadership aligned with customer goals.
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Required Qualifications & Skills:

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• Experience consulting on and implementing Sage Intacct - (someone that has led, not just assisted with, end-to-end implementations of Sage Intacct multiple times with a 3-6 month implementation timeline - you LOVE doing this).
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• End-to-end consulting experience through a process-based software delivery lifecycle, with a track record of on-time, on-budget delivery and strong customer satisfaction.
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• Able to handle up to ~4 implementations simultaneously while managing ongoing support for current clients.
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• Deep knowledge and understanding of Core Financial Applications.
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• Deep knowledge and understanding of the Inventory/Distribution Module and Projects Costing and Billing Module.
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• Demonstrated curiosity and initiative in adopting new system features and applying AI capabilities to improve client outcomes and internal processes.
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• Proven ability to serve as a trusted advisor and educator, guiding clients confidently through the implementation process and helping them understand their options.
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• Strong executive presence, with the confidence to engage senior leadership and deliver a polished, white-glove client experience.
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• A sensible decision-maker who is attentive to detail and consistently logical, with excellent verbal and written communication skills, including a clear speaking voice and strong customer orientation.
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• Someone who easily puts others at ease and is verbally assertive, with a strong ability to influence stakeholders at every level of a customer's organization, including executive leadership.
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• A highly inventive problem solver who prefers making logical decisions, using advanced business analytics to interpret complex requirements and turn them into deliverable solutions.
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• Disciplined and resilient in the face of change, with the ability to multi-task across projects and customers while working effectively both independently and as part of a team.
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• Self-directed and self-motivated, with a strong work ethic and the ability to perform under pressure.
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• Experience assessing client requirements across business processes such as accounting, inventory, order entry, purchasing and project management.
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Preferred Qualifications & Skills:

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• Bachelor's degree or greater, preferably in accounting, business, or MIS.
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• A CPA, accounting degree, or working knowledge of accounting and finance principles is a plus.
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• Programming/coding experience is a nice-to-have for translating business requirements into technical solutions.
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• Advanced Excel proficiency (pivot tables, VLOOKUPs, macros) is a nice-to-have for efficient data mapping, integration, and migration.
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