Sales Engineer - Sage Intacct

Job Description

Job Description

About the Role

Alta Vista Technology (AVT) is a Sage Intacct Premier Partner serving mid-market clients across construction, professional services, and distribution. Backed by Pine Services Group, we are in an active growth phase — and this hire is central to hitting our new logo targets.

The Sales Engineer owns the technical win in AVT's Intacct sales process. You will partner closely with Account Executives to lead discovery, deliver tailored product demonstrations, and translate complex client requirements into a compelling Sage Intacct solution. You are the prospect's first real look at what working with AVT means.

What You'll Do

Discovery & Solution Design

• Lead structureddiscoverywith CFOs, controllers, and finance operations leaders to surface pain around close cycles, reporting, multi-entity management, and process inefficiency
• Map prospect requirements to Sage Intacct capabilities: multi-entity consolidations, project accounting, revenue recognition, AP automation, dimensional reporting, and dashboards
• Design solution architectures that account for integration requirements — existing systems, data migration complexity, and third-party add-ons
• IdentifyISV fit early and position relevant ecosystem partners (Martus,Avalera, and others) as part of the overall solution

Demonstrations & Proof of Value

• Build and deliver tailored Sage Intacct demonstrations mapped to each prospect's specific use case — not generic product walkthroughs
• Demonstrate Intacct's core differentiators: real-time visibility, multi-entity efficiency, configurable workflows, and audit-ready reporting
• Conduct POC engagements for complex or competitive deals where a live proof environment isrequiredto advance
• Handle technical objections in real time — you know the product well enough to go off-script and still win the room

Sales Team Partnership

• Join AEs on discovery calls and executive presentations — youestablishthe technical credibility that moves deals forward

• Contribute to pipeline reviews; flag qualification gaps and technical risks before they become lost deals
• Enable AEs to handle first-level product questions independently through regular coaching and knowledge sharing
• Maintain sharp competitive intelligence on NetSuite, Acumatica, Microsoft Business Central, and Dynamics 365 — and know how to win against each

Content & Enablement

• Build vertical-specific demo scripts, objection-handling guides, and technical proposal content for construction, professional services, and distribution
• Contribute to AVT'swebinarseries and demand generation content alongside the marketing team
• Document deal learnings — wins and losses — to continuously sharpen the team's collective playbook

Delivery Alignment

• Partner with implementation leads to ensure pre-sale scoping accurately reflects what delivery will execute — no surprises post-signature
• Set clear, honest expectations with prospects on native functionality vs. configuration vs. integration requirements
• Participate in transition calls to protect deal integrity and build early client trust

What We're Looking For

Required

• 3+ years of hands-on Sage Intacct experience in a pre-sales, implementation, or senior consulting capacity
• Deep product knowledge across Intacct's core modules: GL, AP, AR, multi-entity, project accounting, and reporting/dashboards
• Proven ability to deliver executive-level Intacct demonstrations tailored to specific client scenarios
• Strong discovery and needs-analysis skills — you can run a structured conversation with a skeptical CFO and walk out with a clear picture of their pain and priorities

• Fluency in mid-market finance operations: close processes, consolidations, audit readiness, and the reporting needs of a growing business
• Ability to manage multiple active opportunities simultaneously without losing quality or responsiveness

Strongly Preferred

• Experience in a VAR or consulting environment — you have seen Intacct sold and implemented, not just used
• Working knowledge of Intacct's integration framework and API — enough to scope third-party connections credibly with a prospect's IT team
• Familiarity with the Intacct ISV ecosystem: Martus,Avalera, Nexonia,Stampli, or equivalent

You Are

• A credible finance technology expert — you earn trust in a room of CFOs because you understand their world, not just the software
• Relentlessly prepared — your demos are specific because you did the pre-work
• Commercially sharp — you understand that your role is to win deals, not just educate prospects
• A clear communicator across executive and operational audiences; you adjust without losing substance
• Energized by a fast-moving environment where your work directlyimpactscompany growth