Pine Services Group

Account Executive

• Self-source every deal through cold outreach, networking, events, referrals, and your existing network.
• Own the full sales cycle: prospecting, discovery, demos, proposals, negotiations, and closing.
• Target CFOs, VPs of Finance, and Controllers at mid-market companies.
• Partner with the CEO and Lead Consultant on discovery calls and demos.
• Manage procurement, negotiations, and SOW execution to close.
• Surface market intelligence: what’s working and what competitors are doing.
• Build a repeatable sales process a second AE could follow.
• Ramp fast: product fluency within 30 days, outbound prospecting by Week 2.

Founding Account Executive

Project Manager

• Own the end-to-end project management of Sage Intacct implementations — from kickoff through go-live and handoff to support
• Serve as the primary point of contact for clients throughout the implementation, managing communication, expectations, and escalations
• Build and maintain project plans, milestones, and resource schedules in coordination with consultants, developers, and client stakeholders
• Facilitate discovery sessions and requirements gathering to ensure project scope is clearly defined and agreed upon before work begins
• Track project health across budget, timeline, and scope — and proactively raise flags before small issues become big problems
• Coordinate internal resources across consulting, configuration, data migration, and training workstreams
• Drive client readiness for go-live: user acceptance testing (UAT), training coordination, cutover planning, and post-launch stabilization
• Maintain accurate project documentation including status reports, risk logs, and change orders
• Contribute to internal process improvement efforts as the delivery practice scales

Sage Intacct Project Manager

Chief Marketing Officer

• Responsible for building and operating a revenue-driven marketing function
• Own and lead the overall marketing strategy across both Acumatica ERP and IT Managed Services (MSP)
• Act as the primary decision-maker for marketing priorities
• Design and execute multi-channel demand generation programs
• Optimize the full sales funnel by developing and deploying lead nurturing programs
• Build and operate repeatable, system-driven marketing programs
• Establish and own key performance metrics including pipeline generation and conversion rates
• Collaborate closely with sales teams to ensure alignment between marketing efforts and sales objectives
• Build and lead a high-performing marketing function capable of supporting both ERP and MSP growth initiatives

Head of Marketing

Solutions Engineer

• Partner with clients to understand business objectives, requirements, and success criteria, translating them into well-architected NetSuite solutions
• Lead functional solution design, ensuring alignment with accounting best practices and system capabilities
• Advise clients on optimizing financial processes using standard NetSuite functionality while identifying gaps and recommending appropriate customizations or integrations
• Facilitate design workshops, requirements gathering sessions, and solution walkthroughs with stakeholders at all levels
• Develop clear and comprehensive functional design documentation and solution roadmaps
• Collaborate with technical teams and third-party vendors to deliver integrated solutions across systems
• Evaluate solution alternatives through proof-of-concept exercises and provide recommendations with associated effort estimates
• Ensure solution quality through active participation in testing strategy, including test planning, scenario development, and validation of system configurations
• Serve as a subject matter expert in NetSuite financials, staying current with new features, releases, and best practices
• Mentor and guide junior consultants, fostering both functional and consulting skill development
• Contribute to internal practice development, including methodologies, tools, and go-to-market strategies
• Effectively communicate complex concepts to both technical and non-technical audiences, including executive stakeholders

NetSuite Solutions Architect

• Lead discovery conversations with prospects and current clients to understand business processes, pain points, requirements, and growth goals
• Translate business and functional requirements into scalable, maintainable Acumatica solution recommendations
• Design high-level system configurations, workflows, reporting approaches, security structures, and integration strategies
• Identify key risks, assumptions, dependencies, and gaps early in the sales cycle
• Ensure recommended solutions are realistic, supportable, and aligned with implementation best practices
• Support new and existing client opportunities through consultative solutioning and technical guidance
• Partner closely with the sales team on qualified opportunities throughout the pre-sales cycle
• Conduct or support tailored Acumatica product demonstrations based on client-specific scenarios and requirements
• Assist with technical scoping, proposal development, and early solution estimates
• Help position Acumatica and related offerings accurately and effectively for prospects and current clients
• Support account growth by identifying additional opportunities for services, enhancements, and ISV solutions
• Collaborate with sales, consulting, and technology teams to align solution direction with business needs and delivery capabilities
• Act as a trusted advisor to clients by providing guidance on Acumatica capabilities, fit, and adoption strategy
• Build strong relationships with business and technical stakeholders through thoughtful communication and credible recommendations
• Support smooth handoff from pre-sales into implementation by documenting requirements, assumptions, and recommended approach
• Mentor and support consultants, developers, and project team members as needed
• Review work plans for technical staff to help ensure projects are completed on time and on budget
• Establish and reinforce standards for solution design, data migration planning, and quality assurance
• Serve as an escalation point for complex client technical issues where architectural guidance is needed
• Own the evaluation and selection process for ISV solutions that integrate with Acumatica and other supported ERP platforms
• Manage relationships with ISV vendors to ensure product quality, compatibility, and support alignment
• Work with leadership and internal stakeholders to assess new ISV capabilities and determine strategic fit
• Help ensure internal team readiness, training, and adoption for approved ISV tools and technologies
• Identify and understand technical trends in ERP, SaaS, AI, infrastructure, and related technologies that may benefit clients or internal operations
• Support solution architecture needs for both new and existing clients in a timely manner
• Contribute to internal process improvements across development, support, and client success workflows
• Participate in strategic initiatives tied to business growth, innovation, and operational improvement
• Provide architectural support for post-implementation optimization, issue resolution, and performance improvement as needed
• Deliver or support documentation, training, and knowledge transfer for internal teams and clients
• Help strengthen reusable assets, best practices, and intellectual property across the organization

Pre-Sales Solutions Architect

Consultant

• Act as a primary escalation point for complex Sage 300 support cases, ensuring timely and thorough resolution.
• Provide expert functional and technical support across core Sage 300 modules, including General Ledger, Accounts Payable, Accounts Receivable, Inventory Control, Order Entry, Purchase Orders, and Project & Job Costing.
• Lead and assist with Sage 300 implementations, upgrades, and data migrations for clients across multiple industries.
• Configure and customize Sage 300 to meet each client's unique business requirements.
• Deliver end-user training — both virtually and on-site — and develop supporting documentation.
• Support integrations between Sage 300 and third-party applications, including add-ons and complementary solutions relevant to client needs.
• Diagnose data integrity issues, system errors, and performance challenges with a structured, solutions-oriented approach.
• Maintain detailed case documentation and communication logs using internal systems.
• Build and sustain trusted, long-term client relationships — serving as a reliable advisor throughout the client lifecycle.
• Collaborate with Account Managers to identify client needs and opportunities for expanded services or solutions.
• Mentor junior consultants and contribute to the team's collective knowledge base.
• Stay current with Sage 300 product releases, patches, and Sage partner program updates.

Senior Sage 300 Support Consultant

Marketing

• Collaborate with the Marketing team to develop and support go-to-market strategies for Microsoft Dynamics solutions and services
• Craft compelling product messaging and positioning that differentiates offerings; refine messaging based on market and audience insights
• Enable the sales team with impactful collateral, playbooks, and training to improve conversion rates
• Work closely with product, sales, and delivery teams to align marketing efforts with customer needs
• Build and execute a customer engagement strategy to increase retention, advocacy, and upsell opportunities
• Develop customer success stories, case studies, and testimonials to showcase value
• Drive participation in customer communities, referrals, and events to strengthen brand loyalty
• Create nurture campaigns and loyalty programs that enhance customer lifetime value
• Drive awareness and lead generation through multi-channel marketing efforts, including digital, social, and email
• Analyze customer feedback, industry trends, and competitor insights to refine messaging and content; oversee channel performance and align to ROI goals

Marketing Manager

Accounting Manager

• Support Rillet ERP implementations from kickoff through go-live alongside the Lead Consultant.
• Assist with requirements gathering and translate accounting and finance workflows into system configurations.
• Configure and test finance system functionality to ensure accuracy and scalability.
• Support client training, documentation, and post-implementation optimization.
• Contribute to the development of internal implementation playbooks and best practices.
• Assist with client discovery, project scoping, and sales handoffs as you gain exposure to the full engagement lifecycle.
• Continuously expand knowledge of finance systems, automation tools, and emerging AI-enabled accounting technologies.

ERP & Accounting Systems Consultant

Financial Planning and Analysis

• Support rolling forecasts and monthly financial close materials
• Utilize planning software and other reporting tools to support leadership
• Develop and maintain dashboards and reporting tools the broader team can leverage
• Perform variance analysis on key budget drivers
• Leverage AI and automation to create efficiencies in reporting and analysis
• Collaberate with leadership on compensation, budgeting, and forecasting
• Identify and implement process enhancements to improve efficiency and accuracy
• Own balance sheet account reconciliations
• Support month-end close activities in collaboration with the accounting team
• Assist with audit preparation and financial reporting to senior leadership
• Partner with team members on AP, AR, and payroll-adjacent tasks as needed
• Participate in management calls and cross-functional collaboration
• Identify process improvement opportunities and bring solutions to the table
• Opportunity to take on a supervisory role with our nearshore accounting team over time

Senior Financial Analyst

Performance Marketing

• Develop and execute marketing campaigns to generate top-of-funnel leads and drive pipeline growth
• Support and optimize lead nurturing strategies aligned with the sales funnel
• Partner closely with the VP of Sales and sales team to align marketing efforts with revenue goals
• Implement and manage Account-Based Marketing (ABM) initiatives targeting high-value prospects
• Manage website updates and CMS optimization
• Create and oversee content development including case studies, blog posts, webinars, events (virtual and in-person), and sales enablement materials
• Ensure consistent messaging across marketing channels
• Manage and optimize CRM and marketing automation platforms (Salesforce or HubSpot preferred)
• Utilize ABM tools (Apollo preferred) to identify and engage target accounts
• Track, measure, and report on campaign performance
• Analyze data and make performance-based optimizations to improve ROI
• Build dashboards and reporting to provide visibility into marketing impact on pipeline
• Work closely with the sales team to support pipeline development and opportunity progression

Senior Demand Generation Marketing Manager

Director

• Lead strategy, growth, and delivery quality for NetSuite implementation services
• Maintain full P&L responsibility including investment planning, budgeting, and forecasting
• Drive growth through specialized service offerings related to manufacturing operations
• Define and standardize implementation methodologies, templates, and accelerators
• Serve as the primary subject matter expert for strategic sales opportunities
• Collaborate with Sales and Marketing to drive new business
• Author Statements of Work (SOWs) and present pricing proposals
• Expand relationships with existing clients through optimization services and add-on offerings
• Oversee complex, full-lifecycle NetSuite implementations across multiple industries
• Ensure quality assurance for key manufacturing configurations (e.g., multi-level BOMs)
• Act as the final escalation point for client satisfaction and technical delivery issues
• Recruit, manage, and mentor a team of functional consultants

Director of ERP Service Delivery – NetSuite

Implementation Specialist

• Lead NetSuite ERP implementations and manage assigned functional workstreams.
• Conduct discovery sessions and translate business processes into system design.
• Configure and optimize NetSuite modules including Manufacturing, Inventory, Order Management, and Supply Chain.
• Support data migration, reporting configuration, and integrations (Celigo experience preferred).
• Utilize NetSuite Advanced Revenue Management (ARM) where applicable.
• Facilitate user training sessions and develop supporting documentation.
• Provide post-go-live support and identify enhancement opportunities.
• Proactively communicate project status, risks, and recommendations to stakeholders.

Senior NetSuite Implementation Consultant

• Gather and analyze financial data, operational metrics, and business requirements.
• Support or lead ERP finance implementations and process improvement initiatives.
• Prepare financial models, cost analyses, and forecasting reports.
• Analyze manufacturing costs, inventory valuation, and production variances.
• Ensure ERP financial data integrity through validation and internal review processes.
• Support budgeting, forecasting, cash flow analysis, and financial reporting optimization.
• Deliver client presentations, documentation, and training sessions.
• Advise leadership teams on financial process improvements and performance drivers (as experience allows).
• Mentor junior consultants and contribute to team development when appropriate.

Business Consultant – Finance

• Implement and support Acumatica ERP for construction and project-based organizations.
• Lead requirements gathering sessions and translate business needs into system configurations.
• Perform solution design, system configuration, testing, data migration support, training, and go-live activities.
• Provide post-go-live support and assist clients in optimizing system usage.
• Identify and resolve functional challenges while collaborating with internal technical and consulting teams.
• Follow established implementation methodologies and best practices.
• Proactively communicate project status, risks, and issues to project leadership.
• Continue building expertise in one or more functional areas (e.g., finance, distribution, construction/project accounting).

Construction Consultant

• Assist clients by successfully managing and implementing Sage Intacct following the prescribed implementation methodology.
• Analyze and document system and business requirements.
• Set up system and configure according to client requirements.
• Develop test scripts for client’s testing phase.
• Train end-users on the Sage Intacct.
• Make recommendations for new processes and procedures.
• Develop reports and dashboards utilizing the Sage Intacct.
• Set up and configure 3rd party integration tools.
• Work closely with the sales team and other support team members to coordinate the completion of project tasks.
• Provide regular written reports on project status for use internally and with clients.
• Manage projects with ability to keep projects on time and on budget.
• Provide technical support to clients as needed.
• Provide input and contribute to the development of new processes and procedures for service delivery, including development of templates, documentation of best practices, and contribution to the knowledge base library.
• Recognize functional capabilities and limitations for out of the box functionality as well as custom code and ISV solutions.
• Participate in multiple engagements simultaneously while ensuring deadlines and quality expectations are being met.
• Manage complex projects from beginning to end.
• Research and/or escalate complex software issues to identify improvements and opportunities.
• Work with developers and other team members to define client enhancement needs.
• Other duties as needed/assigned.