Pine Services Group

• Lead SAP Business One implementations and upgrades, ensuring customers realize the full value of their ERP system.
• Perform detailed business process analysis and map requirements to software configuration.
• Configure and integrate SAP Business One with complementary systems such as inventory management, payments, user portals, and business process automation.
• Facilitate testing and validation with internal and client teams.
• Manage project deliverables, timelines, and communication to ensure successful outcomes.
• Provide expert troubleshooting, problem-solving, and customer support throughout implementation.
• Collaborate with sales and management to identify and scope future project opportunities within existing accounts.
• Stay current on SAP Business One product releases, ecosystem tools, and new technologies.
• Contribute to internal process improvement and organizational learning.
• Maintain the highest levels of professionalism, customer service, and collaboration.

Implementation Consultant – SAP B1

Account Executive

• Generate a meaningful portion of your own pipeline through outbound prospecting and territory development
• Partner closely with Acumen’s internal BDR team to convert qualified leads into revenue opportunities
• Own the full sales cycle: prospecting, discovery, demo coordination, proposals, negotiations, and close
• Build and execute a focused territory strategy targeting mid-market finance leaders
• Lead consultative discovery conversations around financial reporting, automation, multi-entity consolidations, revenue recognition, and operational visibility
• Collaborate with presales consultants to deliver tailored product demonstrations
• Maintain disciplined pipeline hygiene and accurate forecasting in Salesforce
• Consistently meet or exceed annual new business revenue targets
• Identify expansion and cross-sell opportunities early in the client lifecycle

Account Executive – Sage Intacct

Implementation Specialist

• Lead and execute Sage Intacct implementations following established implementation methodologies
• Conduct discovery sessions to analyze and document buisness and system requirements
• Configure Sage Intacct modules to align with client processes and accounting structures
• Develop and execute test plans and supporrt client testing phases
• Deliver end-user training knowledge transfer
• Recommend best-practice processes and system optimizations
• Design and build financial reports and dashboards within Sage Intacct
• Configure and support third-party integrations and marketplace solutions
• Collaborate with internal teams to ensure project milestones are met
• Provide regular project status updates to internal stakeholders and clients
• Manage multiple implementations simultaneously while maintaining quality and timelines
• Identify system limitations, risks, and enhancement opportunities
• Provide first class support post go live within stated SLA’s
• Escalate complex issues as needed and collaborate with technical resources to resolve them

Sage Intacct Implementation Consultant – CSP Focus

• Lead and execute Sage Intacct implementations following established implementation methodologies
• Conduct discovery sessions to analyze and document business and system requirements
• Configure Sage Intacct modules to align with client processes and accounting structures
• Develop and execute test plans and support client testing phases
• Deliver end-user training and knowledge transfer
• Recommend best-practice processes and system optimizations
• Design and build financial reports and dashboards within Sage Intacct
• Configure and support third-party integrations and marketplace solutions
• Collaborate with internal teams to ensure project milestones are met
• Provide regular project status updates to internal stakeholders and clients
• Manage multiple implementations simultaneously while maintaining quality and timelines
• Identify system limitations, risks, and enhancement opportunities
• Contribute to internal documentation, templates, and implementation best practices
• Escalate complex issues as needed and collaborate with technical resources to resolve them

Sage Intacct Implementation Consultant

Artificial Intelligence

• Lead Rillet implementations from kickoff to go-live, helping CFOs and Controllers modernize their finance operations with AI.
• Design and configure solutions that translate complex accounting workflows into simple, scalable systems.
• Build the playbook—document best practices, refine delivery processes, and help scale our consulting practice.
• Support sales, ensuring a seamless handoff and clear scoping for new clients.
• Deliver excellence—projects on time, customers delighted, and systems that work the first time.
• Stay curious—continuously learn new tools, automations, and workflows that push what’s possible in modern finance systems.

AI-native ERP Consultant

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.

Sage Intacct Consultant

• Provide insights during roadmap discussions for future IP.
• Lead development initiatives and mentor junior developers.
• Lead architectural discussions for complex projects.
• Become a subject matter expert in current technology, including but not limited to:
• Fuuz
• Jsonata
• GraphQL
• Lead client discussions and offer solutions.
• Execute solution demonstrations involving Fuuz and other IP.
• Support multiple concurrent development projects.
• Deliver exceptional customer support experiences.
• Respond to requests for information and assist with proposal creation.
• Prepare and deliver presentations and software demonstrations to prospective clients.
• Partner with service delivery teams to ensure effective requirements/design knowledge transfer after sale.
• Participate in meetings and regular communication with clients and colleagues.
• Cultivate further subject matter expertise through ongoing learning opportunities.

Fuuz Consultant, MES

• Own the full sales cycle: prospecting, discovery, demos, proposals, negotiations, and closing
• Work with Sales Development Reps (SDRs) to convert qualified leads into sales opportunities
• Build and manage a pipeline of CRE industry prospects and decision-makers (CFOs, Controllers, Project Managers, etc.)
• Educate clients on ERP solutions (like Sage Intacct) as modern alternatives to legacy tools like Sage 300 CRE
• Partner with Sales Engineers (SEs) to tailor technical solutions to client needs
• Upsell and cross-sell additional products and services during the customer’s first year
• Mentor and support junior sales team members as needed

• Lead Versago and Bizweaver implementations and upgrades, ensuring customers realize the full value of their ERP system.
• Perform detailed business process analysis and map requirements to software configuration.
• Integrate SAP Business One with complementary systems such as portals, eCommerce, CRM, and other business systems.
• Focus on human-centered design for good business process design around automation, integration, and other use-cases.
• Manage project deliverables, timelines, and communication to ensure successful outcomes.
• Provide expert troubleshooting, problem-solving, and customer support throughout implementation.
• Collaborate with sales and management to identify and scope future project opportunities within existing accounts.
• Stay current on product releases, ecosystem tools, and new technologies.
• Contribute to internal process improvement and organizational learning.
• Maintain the highest levels of professionalism, customer service, and collaboration.

Integration Consultant – SAP B1

Chief Marketing Officer

• Own full-funnel performance (Visitor → Lead → MQL → SQL → SAO)
• Drive measurable pipeline with a 3x coverage target
• Optimize conversion and lifecycle governance
• Strengthen strategic vendor partnerships, with QAD as a priority
• Operate as a revenue partner to Sales, Customer Success, and executive leadership
• Design and execute integrated campaigns across regulated manufacturing verticals
• Develop compliance playbooks, regulatory checklists, and industry case studies
• Conduct quarterly partnership reviews
• Define lifecycle stages (Lead/MQL/SQL/SAO) with qualification and recycle rules
• Improve conversion through structured monthly testing (landing pages, offers, forms, routing, nurture)

Director of Marketing

• Lead specific parts of Acumatica projects while continuing to expand Acumatica expertise and consulting skills.
• Work on new client implementations including requirements gathering, configuration, training, testing, and go-live activities.
• Implement and support Acumatica ERP for new and existing customers.
• Perform design, product configuration, testing, data conversion, and go-live support.
• Provide detailed consulting estimates and implementation project plans.
• Establish and maintain a “trusted advisor” relationship with customers; negotiate resolutions to business, process, or functional issues with business stakeholders.
• Complete and provide weekly status reports.
• Follow Acumatica’s implementation methodologies.
• Achieve utilization targets while maintaining high customer satisfaction.
• Demonstrate expert proficiency in at least one main focus area and intermediate proficiency in at least two others; obtain appropriate certifications and build industry expertise.
• Lead requirements gathering and design activities; oversee configuration, training, testing, and go-live activities for medium-sized or complex projects.
• Proactively communicate status, issues, and concerns to the director, project manager, and/or architect/lead.
• Provide coaching and quality assurance to ensure team members follow internal Implementation Methodology and best practices.

Senior Acumatica Consultant

Solutions Engineer

• Act as the solutions lead in sales engagements, including discovery, solution design, demonstrations, and proposal development.
• Translate business and operational challenges into platform-based architectures and solutions.
• Lead client workshops, business process mapping, and solution scoping sessions.
• Present technical architectures and business value to stakeholders from plant staff to executive leadership.
• Respond to RFPs, RFIs, and client technical inquiries with structured, compelling solutions.
• Design scalable MES, TMS, QMS, IoT, and operational intelligence solutions using the company’s no-code platform.
• Architect integrations between the platform and ERP systems, PLCs, SCADA, historians, and other production systems.
• Mentor junior architects and delivery team members on platform best practices.

WMS/MES Solutions Consultant

Financial Planning and Analysis

• Own Pine’s monthly financial cadence, including consolidation, reporting, and executive reviews
• Ensure accurate, timely, and consistent financial reporting across Pine and operating companies
• Partner with operating company finance leaders to drive clarity and accountability to plan
• Deliver clear, actionable financial analysis highlighting trends, risks, and opportunities
• Translate results into implications and recommendations for Pine leadership
• Support executive decision-making with concise, well-structured financial narratives
• Lead Pine’s annual budgeting and forecasting processes across the portfolio
• Consolidate and communicate plans, forecasts, and key assumptions
• Provide scenario analysis tied to business drivers as needed
• Advance Pine-level financial and operational reporting capabilities
• Improve automation, consistency, and usability of dashboards and reporting
• Leverage Excel and business intelligence tools to increase visibility into performance drivers
• Identify and support margin and performance improvement opportunities across the portfolio
• Embed accountability into planning and performance discussions
• Support financial onboarding and integration of newly acquired operating companies
• Develop initial budgets and forecasts for new acquisitions
• Ensure smooth integration into Pine’s ongoing financial cadence and reporting expectations

Director of Finance

Operations

• Lead requirements gathering and design activities for the operations modules.
• Collaborate with the consulting team and client core team to collect information, lead, and/or oversee configuration, training, testing, and go-live activities of medium size or complexity.
• Lead activities and tasks, resolving functional questions with minimal escalation.
• Proactively communicate status, issues, and concerns to the project manager and/or architect/lead.
• Provide coaching and quality assurance to ensure team members are following implementation best practices.
• Negotiate resolutions to business, process, and functional issues with key stakeholders.
• Establish and maintain a “trusted advisor” relationship with customers.
• Follow established implementation methodologies to ensure consistency and quality delivery.
• Achieve utilization targets while maintaining high customer satisfaction.

Senior X3 Operations Consultant

• Engage prospective customers, develop their system requirements, and feasibly design solutions and price services
• Demonstrate industry and NetSuite-specific expertise in the pre-sales process, delivering demos regularly that drive prospect conversion to customer.
• Partner with sales to develop maximum value offerings for prospective customers tailored to their business needs
• Partner with service delivery to ensure effective requirements/design knowledge transfer after sale
• Collaborate cross-functionally and mentor sales resources to cultivate their NetSuite knowledge and consulting / delivery talent to hone their manufacturing industry knowledge
• Cultivate further subject matter expertise through regular learning opportunities and a personalized learning plan
• Achieve and exceed quarterly KPI targets