Consultant III - Intacct

Overview

Role Overview

Wipfli is seeking a Tier 2 Sage Intacct Client Experience Specialist to play a critical role in delivering proactive, consultative support to our Sage Intacct clients. This individual will serve as a trusted problem-solver for complex issues, help identify patterns and risks across the client base, and actively elevate the effectiveness of our support organization.This role will eventually align to a primary Wipfli industry, preferably Construction & Real Estate (CRE). While the specialist will assist with support coverage across industries (including NGE, Healthcare, and others), they will take ownership of CRE from a Client Success perspective, serving as a key point of accountability for industry-specific insights, trends, and best practices.The right candidate is naturally curious, highly proactive, confident in client-facing conversations, and comfortable mentoring others while navigating ambiguity.Experience with Sage Intacct's Construction / Real Estate (CRE) modules is a strong plus.

Technology skills, Competencies, Roles, and Responsibilities:

Demonstrate deep functional and technical expertise in Sage Intacct, including multi-entity, consolidation, order entry, contracts, revenue recognition, projects, and reporting. Lead endtoend Sage Intacct implementations, translating complex business and accounting requirements into solution design, configuration, testing, deployment, and postgolive support. Act as a senior escalation point for complex production support cases,troubleshooting advanced configuration, integrations, data issues, and performance related challenges. Exercise structured problemsolving and root cause analysis, clearly documenting findings, recommendations, and resolution paths for clients and internal teams. Establish project governance and collaborate with crossfunctional stakeholders to ensure successful delivery across the entire implementation lifecycle (Analyze/Design, Build/Test, Deploy, and Support). Work directly with USbased clients and offshore/onshore US teams, ensuringeffective communication, expectation management, and timely delivery. Demonstrate flexibility to support late evening or overlapping US working hours as required for project delivery and client engagement. Proactively identify process improvements, risks, and optimization opportunities for clients, with a focus on longterm platform value and scalability. Mentor, coach, and guide junior and midlevel consultants, actively contributing to:o Technical skill developmento Functional domain knowledgeo Consulting and client communication skills Take accountability for team growth and learning, including knowledge sharing, reviews, feedback, and bestpractice adoption. Support leadership by contributing to process refinement, implementationstandards, reusable assets, and lessonlearned documentation. Build and maintain strong relationships with business, functional, and technical stakeholders to align objectives, timelines, and outcomes. Support crossfunctional deliverables such as:o Functional & technical design documentso Data migration and validation strategieso Integration specificationso Security and role design

Preferences / Desired Qualifications

Bachelor's degree in accounting, Finance, Business, Engineering, Operations Management, Supply Chain, or Information Technology. 7-8 years of relevant ERP consulting experience, with strong handson Sage Intacct implementation exposure. Proven experience handling complex support scenarios and advancedtroubleshooting in a live customer environment. Experience leading or mentoring teams in a delivery or consulting role. Strong understanding of core accounting concepts and business processes. Handson experience with data migration, validation, and reconciliation. Strong analytical, communication, and documentation skills with a riskaware and clientfocused mindset. Ability to manage demanding client situations, drive decisionmaking, and handle conflict professionally. Experience working with Waterfall and Agile implementation methodologies. Certified Sage Intacct Implementation Consultant (preferred). Experience working in SaaS / Cloud ERP environments. Selfdriven, adaptable, and committed to continuous learning and teamdevelopment. Hands on experience with Sage Intacct; experience with other ERPs (Business Central, NetSuite, Acumatica, etc.) considered. Experience supporting or implementing Construction / Real Estate (CRE) modules is highly desirable. Familiarity with D365 for case management or similar support platforms.Additional Details Work Location: Wipfli India - Bengaluru Client Engagement: Direct interaction with US clients and USbased teams Shift Flexibility: Required (late evening / US overlap as needed)

No. of Positions: 1Work location: Remote (tagged to nearest Wipfli India office)Late Evening Shift : 5pm - 2am & 6pm - 3am during Daylight Saving time