Pine Services Group

Performance Marketing

• Own the marketing motion that produces qualified meetings and pipeline
• Responsibilities include ICP definition and segmentation
• Target account campaigns by buyer persona, business need, and pain point
• Campaigns aimed at financial, operational, and executive decision-makers in complex mid-market businesses
• Webinar, event, partner, referral, and customer-proof campaign support
• Practical testing of channels that can create revenue, not vanity metrics
• Clear reporting on qualified meetings, sales-accepted opportunities, pipeline sourced and influenced, and conversion
• Build a highly leveraged marketing operating system using AI, automation, workflows, and modern software tools
• Create and manage content that helps the sales team win business
• Work directly with the Director of Sales and the sales team to make outbound and account-based selling more effective
• Own the marketing side of CRM hygiene, attribution, campaign tracking, and reporting
• Improve the company's digital presence with a focus on conversion and commercial relevance

Director, Revenue Marketing – Demand Generation

Marketing Analyst

• Analyze data from marketing campaigns
• Provide insights to support growth strategies
• Collaborate with growth and partnerships teams
• Report directly to the Manager of Organic Growth

Growth Marketing Analyst

Sales Engineer

• 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.

Sales Engineer, Sage Intacct

Account Executive

• Drive new-logo growth across construction, real estate, and project-based businesses
• Sell Sage Intacct Construction, the leading cloud financial management platform for the construction industry
• Work on qualified opportunities from partner, referral, and marketing channels
• Build your own pipeline through targeted outbound and relationship development
• Manage a serious book of business, create urgency with prospects
• Run disciplined sales cycles and close complex software deals
• Coordinate with Sales Engineers on tailored Sage Intacct Construction demos and solution fit
• Accurate forecasting and CRM hygiene
• Maintain consistent progress against quota and pipeline coverage expectations

Senior Intacct Account Executive

Director

• Develop and communicate the strategic direction and goals of the practice in alignment with broader organizational objectives.
• Create and execute on initiatives that move the practice forward — and adjust course when the market demands it.
• Partner with leadership to build annual OKRs and drive accountability toward achieving them.
• Manage and mentor Practice Managers who oversee project managers, consultants, solution architects, developers, and team leads.
• Provide guidance and support across the practice as a whole, fostering a high-performance, people-first culture.
• Monitor and optimize team utilization to maximize efficiency and productivity.
• Set the direction for practice methodologies, ensuring the team operates consistently and at a high standard.
• Stay current with industry trends and emerging best practices to keep the practice competitive and innovative.
• Serve as the senior escalation point for complex client and project issues — bringing calm, clarity, and resolution when it matters most.
• Identify skill gaps within the team and build strategies for training, upskilling, and long-term development.
• Review Statements of Work to ensure alignment with practice goals.
• Negotiate credits and manage client expectations to protect both satisfaction and profitability.
• Own the financial performance of the practice — including revenue targets, utilization goals, profitability, and cost management.
• Contribute to decisions around the tools and applications that support practice operations, with an eye toward efficiency and scalability.

Practice Director

• Source, Develop, maintain, and manage new client & prospect relationships for assigned geography
• Complete sales cycle (discovery-presentation-close) & product knowledge of Sage Intacct Construction and related 3rd party products
• Works closely with leadership to ensure alignment and territory success
• Attainment of Company Activity Plan
• Monthly sales and activity quota
• Develop construction market IQ for assigned geography
• Identify Industry influencers and CPAs
• Nurture lead & prospect opportunities
• Use of Salesforce CRM (Customer Relationship Management), Outreach and phone system.

• Build your own pipeline through outbound prospecting -- calls, email sequences, LinkedIn, events, and referrals
• Run the full sales cycle: discovery, demo support, business case development, negotiation, and close
• Engage C-suite decision-makers with insight-driven conversations tied to their specific business challenges
• Maintain 3-4x pipeline coverage through disciplined, consistent prospecting activity
• Collaborate with solution consultants and the implementation team to deliver a seamless buying experience
• Keep CRM updated with activity, pipeline stages, and forecasts -- accurately and weekly
• Represent SIG at NetSuite events, user groups, and industry conferences
• Hit and exceed monthly and quarterly new logo quotas

Account Executive, NetSuite

• Prospect and engage SMBs through cold outreach, referrals, and networking
• Lead deeply consultative discovery conversations to uncover business goals, IT challenges, and risk
• Develop proposals and close multi-year recurring service agreements
• Educate prospects on the value of proactive IT and cybersecurity services
• Identify opportunities to cross-sell ERP and complementary solutions
• Manage pipeline, activities, and forecasting in CRM (HubSpot preferred)
• Provide regular reporting and competitive insights to leadership
• Follow internal quoting, contracting, and handoff processes
• Partner with technical engineers and operations teams throughout the lifecycle of the client’s relationship with i-Tech.

Sales

• Full ownership of the sales organization with plans to grow headcount in the near term
• Design and implementation of a repeatable, metric-driven sales process across the full cycle
• Pipeline development and management, including strategies to drive new logo acquisition and expand revenue within the existing customer base
• Quota accountability at the team and individual level with clear activity and performance expectations
• Key partner relationships, with a mandate to increase co-selling activity and inbound lead flow
• Cross-functional alignment with marketing on lead scoring, handoff criteria, and opportunity creation
• Direct reporting relationship to the CEO with regular visibility into forecast, pipeline health, and team performance
• Personal deal ownership on select opportunities alongside team management responsibilities

Vice President of Sales

QA Engineer

• Lead end-to-end solution architecture engagements, designing comprehensive QAD ERP solutions that address enterprise-wide business requirements — with a primary focus on financial processes including General Ledger, AP/AR, Cost Management, Financial Consolidation, and Regulatory Compliance.
• Serve as the primary financial SME within the solutions architecture practice, providing deep functional guidance on QAD financial modules while applying working knowledge of QAD's operations modules to contextualize solutions within the client's broader environment.
• Prepare and deliver tailored software demonstrations, proof-of-concept engagements, and solution presentations that clearly articulate business value and differentiate QAD's capabilities.
• Guide prospects through complex, multi-stakeholder sales cycles as a trusted advisor — bridging technical architecture and business strategy to accelerate decision-making.
• Lead client discovery with a focus on financial requirements, while identifying and documenting operational dependencies (manufacturing, distribution) that intersect with financial processes.
• Translate findings into scalable solution designs aligned with QAD's product roadmap and SIG intellectual property.
• Collaborate with Account Executives and the broader Business Solutions team to develop winning proposals, Statements of Work, and client-specific value propositions.
• Serve as a liaison between sales, solutions architecture, and consulting delivery teams to ensure accurate knowledge transfer, realistic effort estimates, and clear alignment on scope.
• Conduct assessments of clients' existing financial systems and processes, identifying improvement opportunities and recommending QAD solutions, third-party integrations, or SIG IP to address gaps.
• Position and articulate a compelling roadmap for continued use of QAD financial and complementary solutions, including upgrades, new modules, and partner solutions.
• Partner with the service delivery team post-sale to ensure thorough requirements and design knowledge transfer, setting engagements up for successful implementation.
• Contribute to reusable assets — demo scripts, solution templates, best-practice documentation — to elevate the broader solutions team.
• Participate in industry events, user groups, and trade shows to represent SIG and expand market presence.
• Stay current with ERP and financial technology trends through continuous learning and professional development.
• Achieve assigned pre-sales contribution targets and support the team in meeting overall revenue goals.

Senior QAD Solutions Architect

Consultant

• Lead functional areas of new client implementations and support existing customers.
• Responsible for requirements gathering, solution design, configuration, training, testing, go-live activities, and post-implementation support.
• Partner closely with project managers and senior team members to ensure projects are delivered in alignment with scope and documented business requirements.
• Identify and resolve functional challenges while collaborating with internal technical and consulting teams.

Construction Consultant

Accountant

• Manage and perform month-end close for Pine Management companies
• Prepare consolidated financial statements and assist in variance analysis
• Reconcile intercompany transactions and balances
• Ensure GAAP compliance across all reporting
• Collaborate with accounting teams at operating companies to ensure accurate accounting treatments are followed
• Support acquisition integration from a finance/accounting perspective
• Assist with annual audits and manage PBC (Prepared By Client) requests
• Maintain internal controls and support compliance with company policies
• Coordinate tax filings with external providers
• Identify and implement process enhancements to improve efficiency and accuracy
• Help build scalable systems and reporting tools for a growing organization

Senior Accountant

Human Resources

• Serve as the primary people strategy advisor to the CEO — a thought partner on org design, leadership development, succession, and culture.
• Lead two direct reports while remaining highly hands-on across talent development, compensation, performance, and culture.
• Elevate the current HR infrastructure, deepen performance culture, sharpen compensation approach, strengthen talent pipeline and onboarding experience, and build employee engagement.

Senior Director of Human Resources

Marketing

• Define and own the company's market positioning, value proposition, and brand narrative across all channels
• Build and execute a channel strategy that aligns spending to measurable pipeline contribution
• Own the marketing-sourced pipeline number
• Design and lead a multi-channel demand generation engine
• Champion an AI-first operating model across marketing functions

Vice President of Marketing

• Lead and manage Sage Intacct Construction implementations and module add-ons with minimal oversight.
• Provide timely client support — resolving or escalating support cases within 24 hours.
• Maintain at least 70% billable utilization by efficiently managing time and client expectations.
• Offer strategic insights to clients on new functionality, helping them plan for the future.
• Document activities clearly and thoroughly on timecards to avoid billing disputes.
• Mentor and guide junior consultants through leveling chats, group discussions, and project support.
• Collaborate with Project Managers and fellow consultants to ensure accurate project plans and timely task completion.
• Identify out-of-scope items, assist with change order creation, and escalate issues as needed.
• Maintain advanced certification in key Sage Intacct modules, including Construction and SCM.

Director, Revenue Marketing – Demand Generation

Growth Marketing Analyst

Sales Engineer, Sage Intacct

Senior Intacct Account Executive

Practice Director

Account Executive

Account Executive, NetSuite

Account Executive

Vice President of Sales

Senior QAD Solutions Architect

Construction Consultant

Senior Accountant

Senior Director of Human Resources

Vice President of Marketing

Senior CRE Consultant – Sage Intacct