Accordant

Product Analyst

• Partner with Product Managers, clients, and internal stakeholders to understand business challenges, identify opportunities, and define solution approaches.
• Translate business needs into functional requirements, solution designs, configurations, and technical recommendations that support scalable product development.
• Design, build, configure, test, and enhance product capabilities, integrations, and workflow solutions based on business needs and product priorities.
• Apply knowledge of ERP systems, particularly Sage Intacct, to support solution development, configuration, and product enhancements.
• Leverage AI tools and emerging technologies to accelerate solution design, prototyping, testing, and software development efforts.
• Collaborate with development teams and technical leaders to evaluate feasibility, identify technical considerations, and support successful execution.
• Participate in product discovery activities by researching opportunities, evaluating ideas, and providing technical insights to inform product decisions.
• Support quality assurance activities, including solution testing, validation, troubleshooting, and refinement to ensure solutions meet user expectations.
• Gather feedback from clients, internal stakeholders, and end users to identify opportunities for enhancements and continuous improvement.
• Support product launches, documentation, training materials, and internal enablement efforts to drive adoption and scalability.
• Maintain organized product documentation, workflows, requirements, and technical resources to support alignment across teams.
• Develop a strong understanding of Accordant’s clients, business processes, ERP ecosystem, and strategic priorities to inform product evolution.

Product Builder Analyst

Project Manager

• Coordinate planning and execution of software initiatives across product, development, and business teams.
• Partner with Product Managers and technical leaders to translate product priorities into actionable project plans, timelines, and delivery milestones.
• Manage resource allocation across projects, ensuring teams have clarity on ownership, capacity, dependencies, and priorities.
• Establish project management processes, workflows, and reporting practices that improve visibility and execution across the software organization.
• Facilitate project planning sessions, status meetings, risk reviews, and cross-functional alignment discussions.
• Track project progress, identify risks and blockers, and proactively drive resolution to keep initiatives moving forward.
• Create visibility into development capacity, competing priorities, timelines, and delivery expectations.
• Partner with technical leaders to understand development efforts, dependencies, and resource requirements.
• Maintain project documentation, roadmaps, timelines, and reporting to support transparency and accountability.
• Identify opportunities to improve operational efficiency, team collaboration, and delivery processes.
• Support continuous improvement efforts by evaluating processes, gathering feedback, and implementing enhancements.
• Promote accountability and clear communication across product and development teams.

Project Resource Manager

Product Manager

• Define and communicate the product vision, strategy, roadmap, and success metrics for assigned products in alignment with Accordant’s strategic goals.
• Conduct market research, competitive analysis, and customer discovery to identify opportunities for new products, enhancements, and technology-enabled solutions.
• Partner with Sales, Marketing, Development, Client Success, and leadership teams to validate product opportunities and understand customer needs.
• Translate business challenges, customer insights, and market opportunities into clear product requirements, priorities, and actionable plans.
• Build business cases and recommendations to support product investments, prioritization decisions, and resource allocation.
• Partner with technical leaders to assess solution feasibility, technical considerations, effort, and resource requirements.
• Collaborate with development teams and project/resource management partners to support execution and ensure alignment with product strategy.
• Develop product positioning, pricing recommendations, packaging strategies, and value propositions to support market adoption and business growth.
• Partner with Sales and Marketing teams on go-to-market planning, product launches, enablement materials, and customer-facing messaging.
• Monitor product performance, adoption, customer feedback, and market trends to identify opportunities for continuous improvement.
• Establish feedback loops with internal teams, clients, and end users to continuously improve product experiences and outcomes.
• Maintain product documentation, roadmaps, requirements, and reporting to ensure visibility and alignment across stakeholders.
• Serve as an internal advocate for assigned products, creating clarity, alignment, and excitement across the organization.

Implementation Specialist

• Provide oversight throughout the project lifecycle
• Review project setup and validate budget alignment
• Monitor project risks and timelines
• Conduct performance reviews and provide coaching
• Address employee relations concerns

Sage Intacct Implementation Manager

Consultant

• Provide functional support and troubleshooting for core Sage Intacct modules, including GL, AP, AR, Cash Management, and Purchasing.
• Diagnose and resolve configuration errors, workflow disruptions, and other break/fix issues.
• Respond promptly and professionally to client inquiries via email, phone, and virtual meetings.
• Deliver one-on-one and small-group training on Sage Intacct workflows, best practices, and system navigation.
• Collaborate with internal teams to escalate and resolve complex issues efficiently.
• Document solutions and contribute to internal knowledge base articles and training resources.
• Identify recurring issues and recommend process improvements or additional user training.
• Stay current on Sage Intacct updates and release changes that impact system support.

Ongoing Support Consultant

Support Consultant

Customer Success Manager

• Evaluate, standardize, and continuously improve the subscription renewal process to reduce churn and maximize recurring revenue.
• Drive completion of client renewals 90+ days from renewal date, ensuring accurate and timely execution.
• Maintain high rigor around renewal timelines, contract visibility, and reporting via Salesforce.
• Serve as subject-matter expert on renewal processes, ERP products, and policy changes.
• Support team members in handling complex renewals, escalations, and client objections.
• Drive the team to maximize upsell and cross-sell opportunities within the existing client base across multiple ERP products.
• Develop and maintain in-life sales framework and playbooks to ensure scalable account growth.
• Monitor KPIs for expansion revenue, renewal rates, churn, and client retention; translate insights into actionable strategies.
• Collaborate with executive leadership, data analytics, and Marketing to drive results of campaigns and outreach with identified client opportunities.
• Serve as a mentor and coach for team members in client-facing sales interactions, quote generation, and strategic account management.
• Ensure alignment of CSM verticals and organizational departments to maximize efficiency of sales motions.
• Lead and develop a high-performing team of direct reports, providing guidance, coaching, and performance management.
• Build processes, tools, and data-driven reporting to optimize team effectiveness and accountability.
• Partner cross-functionally with Sales, Marketing, and Product teams to improve client experience and revenue outcomes.
• Ensure consistent communication with senior leadership regarding team performance, strategic initiatives, and client trends.

Client Success Manager – Sales and Renewals

Performance Marketing

• Own and execute full-funnel demand generation campaigns
• Manage campaigns end-to-end, including planning, messaging, audience segmentation
• Develop targeted marketing programs for specific industries
• Create campaign content across multiple channels, including email, landing pages, blogs
• Monitor campaign performance and analyze key metrics
• Write industry-focused and product-focused content
• Collaborate with internal subject matter experts and consultants

Marketing Specialist – Demand Generation

Account Executive

• Own the full sales cycle, from lead qualification and discovery to proposal development, negotiation, and deal close
• Conduct comprehensive assessments of client business needs to ensure solutions align with their goals
• Build and grow pipeline through target account engagement, networking, and strategic outreach
• Partner with the SDR team to ensure qualified leads are effectively managed and converted
• Collaborate with the Acumatica Implementation team to ensure a smooth handoff for a successful deployment
• Develop tailored value-driven proposals and ROI analyses
• Manage CRM pipeline and forecasting with accuracy and integrity
• Build and nurture relationships with executive sponsors, finance leaders, and cross-functional stakeholders
• Stay current on Acumatica product updates, industry trends, and competitive positioning to sharpen pitch and differentiation

Data Engineer

• Lead and manage ERP data migration projects across multiple client engagements.
• Oversee data extraction, transformation, loading, validation, and reconciliation activities.
• Develop migration plans, timelines, cutover strategies, and risk mitigation plans.
• Ensure migration deliverables are completed accurately, efficiently, and on schedule.
• Lead testing cycles, mock conversions, and go-live readiness reviews.
• Establish and maintain migration standards, methodologies, and quality controls.
• Develop validation and reconciliation frameworks to ensure data completeness and accuracy.
• Create repeatable migration templates, mapping standards, and automation tools.
• Define and monitor migration KPIs, quality metrics, and success criteria.
• Partner with clients to identify and resolve data quality issues prior to conversion.
• Serve as subject matter expert for ERP data migration strategy and execution.
• Design and oversee data mapping and transformation requirements.
• Support development of migration automation tools and ETL processes.
• Collaborate with implementation teams to align migration activities with project milestones.
• Maintain expertise across ERP platforms and evolving migration technologies.
• Lead, coach, and develop a team of migration specialists and data analysts.
• Establish delivery standards and promote continuous improvement.
• Support hiring, onboarding, workforce planning, and capability development.
• Create scalable processes that support growth of Accordant’s migration services practice.
• Serve as the primary migration leader for client engagements.
• Communicate migration status, risks, dependencies, and recommendations.
• Facilitate data workshops, mapping sessions, validation reviews, and cutover planning meetings.
• Build trusted relationships with client stakeholders and implementation teams.
• Support pre-sales discussions by providing migration assessments, estimates, and recommendations.

Data Migration Manager

• Serve as the primary relationship owner for a portfolio of enterprise-level clients and develop trusted partnerships to understand investment objectives, operational priorities, and value creation strategies
• Anticipate evolving needs and identify opportunities for revenue expansion through product and/or service add-ons
• Track and monitor client health indicators to ensure high quality experience and long-term retention
• Work cross-functionally to identify opportunities to standardize technology, reporting frameworks, and best practices across multiple portfolio companies
• Maintain visibility into portfolio activity and proactively engage client base through strategic business reviews
• Prepare and deliver regular business reviews with executive stakeholders and portfolio company leadership
• Provide strategic recommendations aligned with portfolio growth, operational maturity, and investment timelines
• Ensure a seamless transition from implementation to post-live team structure and ensure adoption and retention protocols are in place
• Conduct regular cadence check-ins with stakeholders across a portfolio of clients and portfolio companies
• Identify opportunities and upsell across an enterprise client book of business ensuring alignment on client business goals and technology
• Partner closely with Implementation, Sales, Marketing, and Product teams to ensure alignment of client priorities