[Hiring] Consultant III - Intacct @Wipfli Advisory LLC

Role Description

Wipfli is seeking a Tier 2 Sage Intacct Client Experience Specialist to play a critical role in delivering proactive, consultative support to our Sage Intacct clients. This individual will serve as a trusted problem-solver for complex issues, help identify patterns and risks across the client base, and actively elevate the effectiveness of our support organization. This role will eventually align to a primary Wipfli industry, preferably Construction & Real Estate (CRE).

While the specialist will assist with support coverage across industries (including NGE, Healthcare, and others), they will take ownership of CRE from a Client Success perspective, serving as a key point of accountability for industry-specific insights, trends, and best practices. The right candidate is naturally curious, highly proactive, confident in client-facing conversations, and comfortable mentoring others while navigating ambiguity. Experience with Sage Intacct’s Construction / Real Estate (CRE) modules is a strong plus.

• Demonstrate deep functional and technical expertise in Sage Intacct, including multi-entity, consolidation, order entry, contracts, revenue recognition, projects, and reporting.
• Lead end-to-end Sage Intacct implementations, translating complex business and accounting requirements into solution design, configuration, testing, deployment, and post-go-live support.
• Act as a senior escalation point for complex production support cases, troubleshooting advanced configuration, integrations, data issues, and performance-related challenges.
• Exercise structured problem-solving and root cause analysis, clearly documenting findings, recommendations, and resolution paths for clients and internal teams.
• Establish project governance and collaborate with cross-functional stakeholders to ensure successful delivery across the entire implementation lifecycle (Analyze/Design, Build/Test, Deploy, and Support).
• Work directly with US-based clients and offshore/onshore US teams, ensuring effective communication, expectation management, and timely delivery.
• Demonstrate flexibility to support late evening or overlapping US working hours as required for project delivery and client engagement.
• Proactively identify process improvements, risks, and optimization opportunities for clients, with a focus on long-term platform value and scalability.
• Mentor, coach, and guide junior and mid-level consultants, actively contributing to:
  • Technical skill development
  • Functional domain knowledge
  • Consulting and client communication skills
• Take accountability for team growth and learning, including knowledge sharing, reviews, feedback, and best-practice adoption.
• Support leadership by contributing to process refinement, implementation standards, reusable assets, and lesson-learned documentation.
• Build and maintain strong relationships with business, functional, and technical stakeholders to align objectives, timelines, and outcomes.
• Support cross-functional deliverables such as:
  • Functional & technical design documents
  • Data migration and validation strategies
  • Integration specifications
  • Security and role design

Qualifications

• Bachelor’s degree in accounting, Finance, Business, Engineering, Operations Management, Supply Chain, or Information Technology.
• 7–8 years of relevant ERP consulting experience, with strong hands-on Sage Intacct implementation exposure.
• Proven experience handling complex support scenarios and advanced troubleshooting in a live customer environment.
• Experience leading or mentoring teams in a delivery or consulting role.
• Strong understanding of core accounting concepts and business processes.
• Hands-on experience with data migration, validation, and reconciliation.
• Strong analytical, communication, and documentation skills with a risk-aware and client-focused mindset.
• Ability to manage demanding client situations, drive decision-making, and handle conflict professionally.
• Experience working with Waterfall and Agile implementation methodologies.
• Certified Sage Intacct Implementation Consultant (preferred).
• Experience working in SaaS / Cloud ERP environments.
• Self-driven, adaptable, and committed to continuous learning and team development.
• Hands-on experience with Sage Intacct; experience with other ERPs (Business Central, NetSuite, Acumatica, etc.) considered.
• Experience supporting or implementing Construction / Real Estate (CRE) modules is highly desirable.
• Familiarity with D365 for case management or similar support platforms.

Requirements

• Work Location: Wipfli India – Bengaluru
• Client Engagement: Direct interaction with US clients and US-based teams
• Shift Flexibility: Required (late evening / US overlap as needed)
• No. of Positions: 1
• Work location: Remote (tagged to nearest Wipfli India office)
• Late Evening Shift: 5pm – 2am & 6pm – 3am during Daylight Saving time