
Sales Specialist Sage Intacct
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Job overview
The Sage Intacct ERP Sales Specialist is a mid-level, quota-carrying sales role pursuing and closing opportunities generated through existing clients, colleague referrals, and firm-supported marketing. The specialist owns the sales process from qualified lead through close and implementation handoff, partnering with sales development, solution architecture, marketing, and delivery teams to shape and present well-scoped ERP solutions.
Skills & qualifications
Skills
Full job description
JOB REQUIREMENTS: General information Name Sales Specialist Sage Intacct Posting Title Sales Specialist Sage Intacct Ref # 2237663 Date Published Monday, October 5, 2026 City Kansas City State Missouri Country United States Job Category Technologies Advertised Location US-GA-Atlanta, US-IN-Indianapolis, US-MO-Kansas City, US-TX-Dallas, US-WI-Madison, US-WI-Milwaukee Working time Full Time Description & Requirements The Sage Intacct ERP Sales Specialist is a mid-level, quota-carrying sales role responsible for pursuing and closing Sage Intacct ERP opportunities generated by the firm. These opportunities originate from existing Forvis Mazars clients, internal colleague referrals, and firm-supported marketing initiatives. This role is ideal for a consultative seller who enjoys partnering with consulting teams to deliver well-scoped, right-sized ERP solutions. The Sales Specialist works closely with Sales Development Representatives (SDRs), Sage Intacct solution architects, marketing, and delivery teams, owning the sales process from qualified lead through close and handoff to implementation. What You Will Do: Pursue qualified Sage Intacct ERP opportunities sourced from existing clients, internal referrals, and marketing-supported initiatives Own the full sales cycle from discovery through proposal development, pricing coordination, contract negotiation, and close Conduct discovery conversations to understand client business needs, operational challenges, and growth objectives Position Sage Intacct ERP capabilities and FORVIS Mazars services in a consultative, value-driven manner Translate client requirements into well-scoped Sage Intacct ERP solutions in partnership with solution architects and delivery leaders Develop and deliver client-facing presentations and solution discussions tailored to executive and operational stakeholders Collaborate closely with: Sales Development Representatives for lead handoff and progression Business Developers on account expansion and cross-service opportunities Marketing on campaign-driven leads and messaging feedback Delivery and practice teams to ensure accurate scoping and smooth transition to implementation Maintain accurate pipeline visibility, forecasting, and sales activity tracking within the firm's CRM system Meet or exceed assigned revenue targets and sales performance expectations What Success Looks Like A strong, high-quality opportunity pipeline aligned to Sage Intacct growth objectives Trusted advisory relationships with client finance and executive leaders Well-scoped, well-positioned Sage... For full info follow application link. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications. ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/ABD04114A80B4A2D
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