Sales Executive, Sage Intacct

🕒 June 17

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Logo of GRF CPAs & Advisors

GRF CPAs & Advisors

51 - 200 employees

Founded 1981

💼 Consulting

⚖️ Legal

🏥 Healthcare

Consulting • Legal • Healthcare

GRF CPAs & Advisors is a professional services firm that provides exceptional audit, tax, and consulting services to a diverse range of clients, including nonprofits, for-profit businesses, and government contractors. They offer expertise in accounting and risk management, with specialized services such as compliance audits, employee benefit plan audits, international tax planning, and cybersecurity risk assessment. GRF is known for its commitment to diversity, equity, and inclusion, and aims to improve the quality of life for their communities through their community impact initiatives. They also partner with educational institutions for market research and provide a myriad of resources including webinars, articles, and podcasts to keep their clients informed about the latest industry developments.

📋 Description

• Serve as the primary sales resource for all marketing-generated leads, inbound inquiries, and partner-referred opportunities owing each opportunity from first engagement through close. • Collaborate closely with the marketing team on campaign strategy, messaging, webinars, user groups, and events to ensure a strong and consistent flow of qualified opportunities. • Nurture leads across varying stages of readiness, maintaining consistent follow-up and engagement to advance opportunities through the sales cycle. • Maintain disciplined pipeline hygiene and accurate forecasting in CRM; provide regular reporting to leadership on pipeline health and deal progression. • Conduct thorough discovery sessions to understand prospect pain points, financial operations, requirements, and strategic objectives. • Lead interactive, discovery-driven Sage Intacct demonstrations independently and without pre-sales support tailored to each prospect’s industry, pain points, and key stakeholders. • Develop and present full implementation proposals including Statements of Work (SOWs), ROI analyses, and pricing strategies. • Manage the full sales cycle from qualification through contract execution, engaging multiple stakeholders and navigating complex buying processes. • Represent the firm at industry events, Sage partner programs, webinars, and user groups to build market presence and expand referral relationships.

🎯 Requirements

• 5+ years in ERP/SaaS sales, consulting, or practice leadership, with direct Sage Intacct experience in sales, implementation, or a combined role. • Demonstrated ability to independently deliver polished, discovery-driven Sage Intacct product demonstrations without pre-sales support; this is a non-negotiable requirement. • Proven success engaging mid-market prospects (50–500 employees) and closing complex, multi-stakeholder sales cycles. • Strong consultative sales skills: able to diagnose business problems and credibly articulate how Sage Intacct solves them across finance, operations, and executive audiences. • Proficiency with CRM platforms (HubSpot, Salesforce, or similar); disciplined pipeline management habits. • Excellent written, verbal, and presentation skills; comfortable presenting to CFOs, Controllers, and C-suite decision-makers. • Bachelor’s degree in Business, Finance, Accounting, or related field preferred. • Ability to travel up to 20% for client meetings, demos, or industry events.

🏖️ Benefits

• 401(k) plan with profit sharing • Employer-supported medical coverage • Company-paid life and disability insurance • Student loan repayment • Generous PTO • Culture that fosters flexibility and career development

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