Accounting Software Customer Development Senior; CPA)

Position: Accounting Software Customer Development Senior (CPA)
Are you a CPA who enjoys building relationships, identifying business opportunities, and helping organizations improve their financial and operational processes through technology? Clark Nuber is seeking an Accounting Software Customer Development Senior to help grow our Software Solutions practice. This role is ideal for a CPA who enjoys networking, business development, consultative sales, and serving as a trusted advisor to executives evaluating ERP and accounting software solutions such as Sage Intacct.

Unlike a traditional implementation or technical support position, the Accounting Software Customer Development Senior's primary focus will be developing relationships, generating opportunities, conducting discovery conversations, and helping organizations select the right technology solutions.

This role is an opportunity to be part of an entrepreneurial practice within a well-established, values-driven firm, where you'll work alongside experienced mentors, build meaningful client relationships, and directly influence the growth of an exciting service line. If you're energized by connecting with people, learning new technologies , and making a tangible impact, we'd love to meet you.

As an Accounting Software Customer Development Senior , you'll support both business development and client success by guiding organizations through the evaluation, selection, implementation, and optimization of software solutions. You'll work closely with practice leaders, technical specialists, implementation professionals, referral partners, and clients to identify opportunities, develop solution recommendations, manage sales activities, and ensure successful project outcomes. This role is ideal for someone who enjoys a blend of consultative sales, strategic problem-solving, and client advisory work while helping shape the future of a growing practice.

If you thrive in collaborative environments, enjoy building trusted relationships, and are motivated by continuous learning and career growth, this career will provide significant opportunity for impact and development.

Essential functions of job include but are not limited to:

Build relationships, referral channels, strategic partnerships, and professional networks to generate qualified leads, increase market awareness, and support practice development initiatives.

Develop and contribute to thought leadership content, including speeches, newsletters, blogs, webinars, articles, website content, presentations, and event speaking engagements.

Gather market intelligence and assist with annual sales, marketing, production, development, and DEI planning to support the Software Solutions practice.

Develop trusted advisor relationships with clients and prospects, providing strategic guidance and connecting them with appropriate internal and external resources.

Support the use of Dynamics 365 and CRM processes to manage pipelines, reporting, client communications, opportunities, and partner relationships.

Manage and coordinate the Software Solutions sales pipeline, including lead generation, qualification, discovery, solution development, demonstrations, proposals, contract execution, renewals, and Digital Room creation.

Conduct advanced discovery sessions, functional needs assessments, and gap analyses to translate business requirements into software and solution recommendations.

Prepare RFIs/RFPs, Statements of Work, and pre-sales deliverables while ensuring solutions align with client goals, technical requirements, risk management standards, and best practices.

Collaborate with internal teams, third-party vendors, referral partners, and software providers to develop, integrate, and present enterprise software solutions.

Partner with implementation teams to ensure successful project handoffs, software implementations, customer onboarding, configuration, data migration, integrations, reporting, automation, and ongoing advisory services.

Drive customer success by monitoring engagement, identifying growth opportunities, and delivering optimization, training, and additional service offerings.

Develop, schedule, and deliver training programs and educational resources for software…