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Sage Practice Leader - Advisory

Job in Houston, Harris County, Texas, 77246, USA
Listing for: Cherry Bekaert
Full Time position
Listed on 2026-08-12
Job specializations:
  • Management
    Client Relationship Management, BD Manager, Corporate Strategy
Salary/Wage Range or Industry Benchmark: 200000 - 320000 USD Yearly USD 200000.00 320000.00 YEAR
Job Description & How to Apply Below

Ranked #17 on Accounting Today’s 2026 Top 100 Firms list and consistently recognized as a Great Place to Work (), Cherry Bekaert delivers innovative advisory, assurance and tax services to its clients.

As the Firm continues to grow its national technology and outsourced accounting capabilities, an exceptional Partner-level opportunity is available to lead our Sage practice. This is a highly visible leadership role with end-to-end responsibility for practice strategy, growth, delivery quality, and team development across the full Sage product suite. The practice operates nationally; this role can be based in any of the Firm’s U.S. office locations, with Atlanta or Houston preferred.

A hybrid or remote arrangement is available.

Role Overview

The Sage Practice Leader serves as the senior relationship steward, commercial owner, and technical authority for the Firm’s Sage practice (), which delivers selection, implementation, integration, customization, optimization and ongoing support across Sage Intacct, Sage X3, Sage Intacct Construction, and related industry solutions. A central element of the role is fluency in the Sage ecosystem: its products, channel and partner programs, and the surrounding network of independent software vendors and third-party applications.

The successful candidate will sustain and deepen the practice’s established client relationships while identifying and capturing growth across industries and the broader Cherry Bekaert platform. This role also includes building the commercial and operational infrastructure for the practice, in conjunction with Advisory leadership and other technology practice leaders, to enable the organization to scale.

Key Responsibilities
  • Lead the strategy, growth and delivery of the Firm’s national Sage practice across the full Sage product suite, including Sage Intacct, Sage X3, and Sage Intacct Construction.
  • Own the practice’s commercial performance, including revenue growth, resource planning, utilization and margin, as the accountable practice leader.
Operational Excellence
  • Build and maintain the operational infrastructure of the practice, including delivery standards, quality control mechanisms, project governance frameworks, and resource capacity models that support consistent, scalable service delivery.
  • Establish and monitor key performance indicators across delivery, client satisfaction, utilization and financial performance, using data-driven insights to drive continuous improvement across the practice.
  • Collaborate with Advisory leadership and other technology practice leaders to align operational priorities, share resources effectively and build the commercial and delivery infrastructure necessary to scale the practice nationally.
  • Steward and deepen the Firm’s relationship across the Sage ecosystem, including Sage’s channel and partner programs, product roadmap and the surrounding community of independent software vendors and third‑party application providers.
  • Serve as the senior relationship leader and trusted advisor for a portfolio of clients across industries such as construction, manufacturing, distribution, healthcare, professional services, not‑for‑profit and family offices.
  • Direct end-to-end enterprise resource planning (ERP) engagements, from selection and implementation through integration, customization, optimization and managed support.
  • Drive business development by expanding existing client relationships, cultivating referral sources and collaborating with the Firm’s Outsourcing & Resource Solutions, Digital Advisory and industry teams on cross‑service opportunities.
Sales Excellence
  • Develop and execute a disciplined, practice‑wide sales strategy with defined pipeline targets, pursuit processes and win/loss feedback loops that build a predictable, high‑quality revenue funnel.
  • Lead the pursuit of strategic new‑logo and expansion opportunities, personally engaging in key proposals, executive presentations and contract negotiations for significant or complex engagements.
  • Build and sustain a high‑performing sales culture within the practice by coaching team members on business development skills, establishing accountability for individual…
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