Sage Intacct Manager - Family Office - Remote

Overview

The Sage Intacct Industry Lead for Family Office is responsible for overseeing the successful delivery of Intacct implementations tailored to the unique needs of family offices, ensuring projects are executed on time and within budget.

In Short

• Lead delivery of complex Sage Intacct implementations for family offices.
• Oversee solution design and configuration of Intacct modules.
• Serve as senior consultant on engagements requiring custom integrations.
• Perform quality assurance reviews of project deliverables.
• Maintain 40–60% billable utilization.
• Design and refine standardized reporting templates.
• Develop best practices for investment entity management.
• Support sales as a subject matter expert.
• Mentor and upskill team members on family office dynamics.
• Drive strategic growth plans for the family office practice.

Requirements

• 6+ years of ERP or financial systems consulting experience.
• Expertise in Sage Intacct or comparable platform.
• Hands-on experience with family office operations.
• Strong understanding of family office client expectations.
• Proven track record of delivering ERP systems for family offices.
• Exceptional communication and interpersonal skills.
• Ability to balance client delivery with team leadership.
• Familiarity with the family office ecosystem.

Benefits

• Flexible work arrangements and personalized benefits.
• Well-being resources and mental health support.
• Professional development opportunities.
• 14 Firm holidays and Flex PTO.
• Remote work options for better work-life balance.