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Sage Intacct Sales Engineer

Pine Services Group

Role overview

Qualifications

  • 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

Responsibilities

  • Lead structured discovery with CFOs, controllers, and finance operations leaders
  • Map prospect requirements to Sage Intacct capabilities and design solution architectures
  • Build and deliver tailored Sage Intacct demonstrations
  • Join AEs on discovery calls and contribute to pipeline reviews

Key facts

Hard skills

Project Accounting Revenue Recognition Financial Sales Integration Platforms

Other skills

  • Communication
  • Teamwork
  • Problem Solving
  • Time Management

About the company

Pine Services Group logo

Pine Services Group

Holding Companies

Pine Services Group supports top software partners and ISVs internationally by preserving the original brand and founder legacy of each business, while prioritizing sustainable long-term growth.

Company details

IndustryHolding Companies
Company size2 - 10

Links

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Job description

One of Pine's portfolio companies is a Sage Intacct Premier Partner serving mid-market clients across construction, professional services, and distribution. Backed by Pine Services Group, they are in an active growth phase — and this hire is central to hitting their new logo targets.

The Sales Engineer owns the technical win in the 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 this team means.

This is a full-time remote role reporting to the VP of Sales.


What You'll Do

Discovery & Solution Design

  • Lead structured discovery with 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.
  • Identify ISV fit early and position relevant ecosystem partners 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 is required to 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 — you establish the 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 webinar series 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 They'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 — able to 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.

    • Nice to Have

  • 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.
    • Location: Remote (US)
    • Employment Type: Full-Time
    • Benefits: Competitive benefits package (medical, dental, vision), generous PTO and company-observed holidays, 401(k) with employer match, professional development opportunities, and a people-first culture backed by Pine Services Group

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    MR

    Marcus Rivera

    Chief Revenue Officer

    m.rivera@company.com
    linkedin.com/in/marcusrivera
    Unlocked after you apply
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