Senior Manager, ERP Services Delivery - Sage Intacct

Location

This role can be located in one of our Forvis Mazars office locations or can be a fully remote work opportunity.

Our Advisory practice brings together our global footprint, industry expertise, client relationships, and innovative solutions to help organizations achieve their strategic objectives. We serve a broad portfolio of clients across banking, insurance, global markets, asset and wealth management, payments, and other complex industries.

We are looking for a strong, execution-oriented leader to join our inclusive community of technology advisors. The ideal candidate is entrepreneurial, client-focused, and committed to continuous learning. This person leads with accountability, builds trust quickly, drives work forward with discipline, and brings a growth mindset that helps clients and team members succeed.

In this role, you will work alongside highly talented subject matter leaders and team members across Forvis Mazars and our clients. You will lead client engagements, mentor team members, and remain actively involved in delivering high-quality work.

• Lead Sage Intacct implementation engagements from discovery through deployment, with accountability for delivery quality, timeline adherence, and client satisfaction.
• Analyze client goals, business processes, and operational needs to design implementation strategies that align technology solutions with business objectives.
• Own project execution by developing and managing project plans, milestones, resource needs, risks, and deliverables from kickoff through go‑live.
• Provide leadership in client meetings by setting direction, facilitating decisions, addressing issues proactively, and keeping work moving forward.
• Deliver business process consulting and best‑practice guidance to help clients improve operations and maximize the value of Sage Intacct.
• Configure Sage Intacct solutions to meet client requirements while balancing scalability, usability, and long‑term business needs.
• Build trusted client relationships through clear communication, sound judgment, and consistent follow‑through.
• Apply implementation standards, tools, and documentation to drive consistency, quality, and efficiency across engagements.
• Support existing clients as needed by addressing issues, identifying improvement opportunities, and reinforcing long‑term partnership value.
• Collaborate effectively across the Sage Intacct practice to support shared delivery goals, practice growth, and strong client outcomes.
• Manage multiple client, project, and team priorities in a fast‑paced environment with strong organization and execution discipline.
• Travel up to 30% as needed to support client engagements and team collaboration.

• Serve as a leader within the practice by modeling accountability, professionalism, collaboration, and a high standard of client service.
• Coach, mentor, and develop consultants through regular guidance, constructive feedback, and support for skill and career growth.
• Balance leadership responsibilities with hands‑on execution, remaining actively involved in client delivery while helping others succeed.
• Identify risks, remove roadblocks, make informed decisions, and maintain forward momentum across projects and team initiatives.
• Partner with project managers and practice leadership on resource planning and staffing decisions that support balanced workloads and delivery excellence.
• Contribute to the development of internal tools, templates, methodologies, and best practices that improve consistency and efficiency.
• Support team engagement and capability growth by encouraging collaboration, continuous improvement, and shared problem‑solving.
• Recognize and elevate opportunities to expand client relationships through cross‑sell and upsell opportunities that align with client needs.
• Support sales by building relationships internally and externally and providing expertise and executive presence during the sales cycle.
• Translate strategy into actionable plans and drive results through strong follow‑through, ownership, and…