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Sales Engineer, Sage Intacct
Pine Services GroupPine Services Group seeking Sales Engineer for Sage Intacct solutions, driving client engagement and technical demonstrations. Focus on mid-market clients across construction, professional services, and distribution.
About the role
Key responsibilities & impact- Partner closely with Account Executives to lead discovery, deliver tailored product demonstrations, and translate complex client requirements into a compelling Sage Intacct solution.
- 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.
- Build and deliver tailored Sage Intacct demonstrations mapped to each prospect's specific use case — not generic product walkthroughs.
- Handle technical objections in real time — you know the product well enough to go off-script and still win the room.
- Join AEs on discovery calls and executive presentations — you establish the technical credibility that moves deals forward.
- Partner with implementation leads to ensure pre-sale scoping accurately reflects what delivery will execute — no surprises post-signature.
Requirements
What you’ll need- 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.
- Experience in a VAR or consulting environment — you have seen Intacct sold and implemented, not just used (Nice to Have).
- Working knowledge of Intacct's integration framework and API — enough to scope third-party connections credibly with a prospect's IT team (Nice to Have).
- Familiarity with the Intacct ISV ecosystem: Martus, Avalera, Nexonia, Stampli, or equivalent (Nice to Have).
Benefits
Comp & perks- Competitive benefits package (medical, dental, vision)
- Generous PTO and company-observed holidays
- 401(k) with employer match
- Professional development opportunities
- People-first culture backed by Pine Services Group
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Sage Intacctmulti-entity consolidationsproject accountingrevenue recognitionAP automationdimensional reportingdashboardsintegration frameworkAPI
Soft Skills
discovery skillsneeds-analysis skillstechnical credibilitycommunication skillsability to manage multiple opportunities