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Manager – Cloud Accounting, Client Success
Job in
Oregon, Dane County, Wisconsin, 53575, USA
Listed on 2026-07-13
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-13
Job specializations:
-
Accounting
Accounting Manager
Job Description & How to Apply Below
- Ensures client satisfaction through all stages of the client lifecycle as well as promoting add-on products and services.
- Develop a comprehensive understanding of Sage Intacct's cloud financial management solution and keeps abreast of upcoming product releases.
- Conducts periodic meetings with clients to understand and capture feedback and additional opportunities.
- Provides oversight of team leaders and teams in identifying resource needs and completing individual responsibilities within the client lifecycle.
- Assesses manual accounting processes to make automation recommendations to clients and team.
- Prepares work papers, coordinates client approvals, and submits orders with Sage Intacct reflecting results of software add-on and renewal efforts.
- Ensures documents maintained from client agreements are complete, current, and stored appropriately.
- 7-10 years of experience in accounting roles, accounting system support, and/or accounting system implementation
- 7+ years of experience with cloud-based accounting systems such as Sage Intacct, Quick Books Online, Oracle Net Suite, or Microsoft Dynamics
- 3 years of experience in managing client relationships
- Bachelor's degree in Accounting, Business, or a related field is preferred.
- Capacity to perform at an intermediate or advanced level with respect to Sage Intacct or similar financial management software applications
- Familiar with specific accounting financial management processes, including procure to pay, order to cash, and record to report.
- High degree of professionalism including the ability to maintain high levels of confidentiality and handle highly sensitive information.
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