Accounting Software Customer Development Senior (CPA)

Accounting Software Customer Development Senior

Are you a CPA who enjoys building relationships, identifying business opportunities, and helping organizations improve their financial and operational processes through technology? Clark Nuber is seeking an Accounting Software Customer Development Senior to help grow our Software Solutions practice. This role is ideal for a CPA who enjoys networking, business development, consultative sales, and serving as a trusted advisor to executives evaluating ERP and accounting software solutions such as Sage Intacct. Unlike a traditional implementation or technical support position, the Accounting Software Customer Development Senior's primary focus will be developing relationships, generating opportunities, conducting discovery conversations, and helping organizations select the right technology solutions.

This role is an opportunity to be part of an entrepreneurial practice within a well-established, values-driven firm, where you'll work alongside experienced mentors, build meaningful client relationships, and directly influence the growth of an exciting service line. If you're energized by connecting with people, learning new technologies, and making a tangible impact, we'd love to meet you.

As an Accounting Software Customer Development Senior, you'll support both business development and client success by guiding organizations through the evaluation, selection, implementation, and optimization of software solutions. You'll work closely with practice leaders, technical specialists, implementation professionals, referral partners, and clients to identify opportunities, develop solution recommendations, manage sales activities, and ensure successful project outcomes. This role is ideal for someone who enjoys a blend of consultative sales, strategic problem-solving, and client advisory work while helping shape the future of a growing practice. If you thrive in collaborative environments, enjoy building trusted relationships, and are motivated by continuous learning and career growth, this career will provide significant opportunity for impact and development.

Essential functions of job include but are not limited to:

• Build relationships, referral channels, strategic partnerships, and professional networks to generate qualified leads, increase market awareness, and support practice development initiatives.
• Develop and contribute to thought leadership content, including speeches, newsletters, blogs, webinars, articles, website content, presentations, and event speaking engagements.
• Gather market intelligence and assist with annual sales, marketing, production, development, and DEI planning to support the Software Solutions practice.
• Develop trusted advisor relationships with clients and prospects, providing strategic guidance and connecting them with appropriate internal and external resources.
• Support the use of Dynamics 365 and CRM processes to manage pipelines, reporting, client communications, opportunities, and partner relationships.
• Manage and coordinate the Software Solutions sales pipeline, including lead generation, qualification, discovery, solution development, demonstrations, proposals, contract execution, renewals, and Digital Room creation.
• Conduct advanced discovery sessions, functional needs assessments, and gap analyses to translate business requirements into software and solution recommendations.
• Prepare RFIs/RFPs, Statements of Work, and pre-sales deliverables while ensuring solutions align with client goals, technical requirements, risk management standards, and best practices.
• Collaborate with internal teams, third-party vendors, referral partners, and software providers to develop, integrate, and present enterprise software solutions.
• Partner with implementation teams to ensure successful project handoffs, software implementations, customer onboarding, configuration, data migration, integrations, reporting, automation, and ongoing advisory services.
• Drive customer success by monitoring engagement, identifying growth opportunities, and delivering optimization, training, and additional service offerings.
• Develop, schedule, and deliver training programs and educational resources for software clients and internal team members, including mentoring opportunities.

Education: Bachelor's degree in accounting, finance, marketing, business administration, MIS or related field or a combination of education and directly related work experience.

Experience: 3+ years of experience in accounting, ERP software sales, support implementations or consulting (Sage Intacct certification preferred). Certified Public Accountant (CPA) required. You must pass a background check, including a credit check, at any time to remain eligible for this position.

Salary Range: $98,000 minimum to $130,710 maximum salary range USD

Benefits: At Clark Nuber, we believe in supporting our employees both professionally and personally from day one. Here's what you can expect:

• Comprehensive Insurance Coverage: We offer fully paid medical, dental, vision, life, short-term and long-term disability, and AD&D insurance for employees. Dependent coverage is subsidized, with all benefits starting on your first day.
• Time Off & Flexibility: Enjoy 10 paid holidays, up to 5 weeks of flexible time off annually, and a sabbatical program for tenured employeesbecause we value work-life integration. We provide paid parental leave to support you and your family during important life moments.
• Professional Growth: We're committed to your development. We cover licensing, certifications, tuition, and association fees to help you grow your career.
• Financial Wellness: Our benefits include a matching 401(k), annual profit-sharing, special performance bonuses, and on-the-spot recognition rewards.

At Clark Nuber, we foster a culture of excellence, flexibility, and continuous learningbecause when you thrive, we all do.

Clark Nuber is dedicated to cultivating a diverse and inclusive workplace. We strive to create an environment where employees are valued, empowered to positively support our business objectives and clients, and recognized for their individual and team contributions. We believe that building an inclusive culture is essential for all our employees to bring their authentic, whole selves to work and experience a sense of belonging and support. Our culture is to lead with respect and acceptance of difference. We expect all employees to embrace this principle and to express it in workplace interactions and through everyday practices.

Please note that transcription or recording of interviews is not permitted per Clark Nuber policy. Clark Nuber complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io.

This position is open until filled and you can apply by clicking the APPLY button and completing the online application.

Clark Nuber does not accept unsolicited candidates, resumes, or referrals from staffing agencies or third parties unless there is a signed agreement in place. Any submissions to any employee or owner of Clark Nuber without a pre-existing agreement will be considered Clark Nuber's property and not subject to fees. For existing agreements, a role must be approved by the Human Resources department in writing and open to external search; otherwise, submittals and referrals will be considered Clark Nuber property and not subject to fees. For inquiries regarding referrals or contracts, please contact View email address on click.appcast.io.