---
title: 'Sage Intacct Consultant at Pine Services Group'
canonical: 'https://feeny.ai/job/sage-intacct-consultant-pine-services-group-remote-kyj224bjtmm6'
type: 'job'
last_seen: '2026-09-15'
---

# Sage Intacct Consultant at Pine Services Group

- **Company:** Pine Services Group
- **Location:** Remote
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-09-02
- **Last confirmed live:** 2026-09-15
- **Apply:** https://jobs.lever.co/pine-services/12b0a678-4788-47bb-9ea2-2ebb0354ba00

## Job description

Position Overview:

The Sage Intacct Consultant is our client’s resource for all things technical. You will work directly with our clients, setting up all phases of software implementation and servicing support tickets after clients “Go-Live.” Our consultants create, integrate, and implement data and system modules, while training clients in the use of our products. This role is highly technical but also relational, as you will support your clients from discovery to implementation to a long-term “Client for Life” technical support relationship.

Work Location: This is a fully remote position, with the employee primarily working out of their residential home office.

Role and Responsibilities: Assist clients by successfully managing and implementing Sage Intacct following the prescribed implementation methodology. Analyze and document system and business requirements. Set up system and configure according to client requirements. Develop test scripts for client’s testing phase. Train end-users on the Sage Intacct Make recommendations for new processes and procedures. Develop reports and dashboards utilizing the Sage Intacct Set up and configure 3rd party integration tools. Work closely with the sales team and other support team members to coordinate the completion of project tasks. Provide regular written reports on project status for use internally and with clients. Manage projects with ability to keep projects on time and on budget. Provide technical support to clients as needed. Provide input and contribute to the development of new processes and procedures for service delivery, including development of templates, documentation of best practices, and contribution to the knowledge base library. Recognize functional capabilities and limitations for out of the box functionality as well as custom code and ISV solutions. Participate in multiple engagements simultaneously while ensuring deadlines and quality expectations are being met. Manage complex projects from beginning to end. Research and/or escalate complex software issues to identify improvements and opportunities. Work with developers and other team members to define client enhancement needs. Other duties as needed/assigned.

Position Requirements 1+ years’ experience with ERP software consulting/implementation, with preference given to experience with Sage Intacct. High emotional intelligence. Positive “Can-Do” attitude. Exceptional written and verbal communication. Impeccable customer service skills. Strong organizational skills. Strong aptitude for ERP software products. Ability to thrive in the dynamic atmosphere of a technical organization with a rapidly expanding client base. Accounting background, including the ability to intelligently discuss accounting-related concepts. Bachelor’s degree in Computer Science, Information Technology, Business Technology, Accounting, or a related field of study. Experience with standard office software, including Office 365, OneNote, GoToMeeting Familiarity with ConnectWise ticketing software is a plus.

## What You'll Do

Implementation & Configuration

- Lead and manage Sage Intacct implementations following the company's prescribed implementation methodology, keeping projects on time and on budget.
- Analyse and document system and business requirements, translating client needs into scalable Sage Intacct configurations.
- Set up and configure Sage Intacct modules according to client-specific requirements, including third-party integration tools.
- Develop test scripts to support client testing phases and validate system configurations prior to go-live.
- Develop reports and dashboards within Sage Intacct tailored to each client's reporting needs.

Client Training & Support

- Train end-users on Sage Intacct functionality, ensuring a smooth and confident transition to the new system.
- Provide ongoing technical support to clients post-go-live, managing and resolving support tickets in a timely manner.
- Build and maintain long-term "Client for Life" relationships — serving as a trusted advisor well beyond the initial implementation.
- Make proactive recommendations for new processes and procedures that improve client outcomes.

Project & Team Collaboration

- Manage multiple client engagements simultaneously, ensuring deadlines and quality expectations are consistently met.
- Work closely with the sales team and other support team members to coordinate project tasks and ensure seamless handoffs.
- Provide regular written project status updates for internal teams and clients.
- Collaborate with developers and team members to define and prioritize client enhancement needs.
- Research and escalate complex software issues, identifying improvements and opportunities for resolution.
- Contribute to the development of internal processes, templates, best-practice documentation, and the knowledge base library.

What They're Looking For

Required

- 1+ years of experience in ERP software consulting or implementation; Sage Intacct experience strongly preferred.
- Strong accounting background — able to intelligently discuss accounting concepts and understand the financial processes behind the systems being configured.
- Exceptional written and verbal communication skills with impeccable client service instincts.
- High emotional intelligence — this role requires both technical depth and the ability to build trust with clients across diverse industries.
- Strong organisational skills with the ability to manage multiple engagements simultaneously without losing quality or responsiveness.
- Solid aptitude for ERP software products and comfort learning new platforms quickly.
- Ability to thrive in a fast-moving, growth-oriented environment with an expanding client base.
- Bachelor's degree in Computer Science, Information Technology, Business Technology, Accounting, or a related field (or equivalent experience).
- Proficiency in Microsoft Office 365 and standard collaboration tools.

## Nice to Have

- Hands-on experience with Sage Intacct implementation across multiple modules.
- Experience setting up and configuring third-party integrations with Sage Intacct.
- Familiarity with ConnectWise or similar ticketing/PSA platforms.
- Experience developing reports and dashboards within Sage Intacct.

What They Offer

- Location: Remote
- Employment Type: Full-Time
- Salary: Competitive & bonuses
- Benefits: Competitive benefits package (medical, dental, vision), generous PTO and company-observed holidays, 401(k) with employer match, professional development opportunities, and a people-first culture backed by Pine Services Group

## About Pine Services Group

## Company Overview
- **One-liner**: Pine Services Group is a long-term global holding company that acquires and supports premier ERP and technology-enabled services businesses, preserving their legacy while providing strategic resources for sustainable growth.
- **Entity Type**: Private (Holding Company; part of the Evergreen Services Group ecosystem)
- **Headquarters**: San Francisco, California, United States
- **Founded**: 2021
- **Founders**: Not publicly available (leadership includes Jana Schmidt as CEO, Dustin Anderson as President)

## Core Business
- **Primary industry/industries**: IT Services and IT Consulting; Enterprise Resource Planning (ERP) software services; Business Application Services
- **Target customers**: B2B; specifically companies that sell, implement, and support ERP applications (Acumatica, Microsoft Dynamics, NetSuite, SAP, Sage, QAD) and other mission-critical business software
- **Mission or purpose statement**: "To empower our portfolio companies to achieve their full potential through strategic support, operational autonomy, and a relentless focus on sustainable growth." [pineservicesgroup.com](https://pineservicesgroup.com/who-we-are/)

## Products & Services
Pine Services Group itself is a holding company, not a product company. Its "offering" is its acquisition and partnership model for ERP service firms. Key support services provided to portfolio companies include:
- **Strategic Support & Guidance**: Access to an expert team for strategic, operational, and recruitment guidance. [pineservicesgroup.com](https://pineservicesgroup.com/)
- **Collaborative Community**: A network of peer leaders within the portfolio for sharing best practices and cross-sell opportunities.
- **Legacy Preservation**: Portfolio companies retain their existing brand, values, and culture.
- **Operating Infrastructure**: Support for sales/marketing, service delivery, value-based pricing, revenue predictability, and KPI/metrics development.
- **Recruiting & Talent**: Assistance in attracting top talent for portfolio companies.
- **ERP Systems Supported**: Expertise in Acumatica, Microsoft Dynamics, NetSuite, SAP, Sage, and QAD. [pineservicesgroup.com](https://pineservicesgroup.com/)

## Market Standing
- **Valuation/Market Cap**: Not disclosed as a private entity.
- **Key Metric**: **Headcount**: 15 employees (as of latest data) with **+63.6% YoY growth**. [linkedin.com](https://linkedin.com/company/pine-services-group) | Active Job Postings: 14 (with +250% yearly growth in postings).
- **Notable Investors/Partners**: Parent company is **Evergreen Services Group**, a holding company with a portfolio of 90+ independently operated companies across North America. [pineservicesgroup.com](https://pineservicesgroup.com/who-we-are/)
- **Growth Signals**:
    - **Aggressive Acquisition Pace**: Acquired ETHOSystems (July 2024), High Touch Technologies - Acumatica Practice Business (April 2025), Acumen Information Systems, Eureka Solutions, and Inixion. [linkedin.com](https://linkedin.com/company/pine-services-group)
    - Rapidly increasing active job openings (+250% yearly), indicating scaling of operations and new portfolio company needs.
    - High LinkedIn follower growth (+103.1% yearly), signaling strong brand and market interest.

## Competitive Advantages
- **Long-Term Hold Model**: Being part of Evergreen Services Group, Pine can acquire and hold businesses indefinitely, focusing on sustainable development rather than short-term exit pressures. This is a major differentiator against traditional private equity. [pineservicesgroup.com](https://pineservicesgroup.com/who-we-are/)
- **Decentralized Autonomy**: Each portfolio company retains its own brand, culture, and day-to-day leadership, which helps preserve founder-driven energy and customer relationships.
- **Deep ERP Specialization**: Focus on a specific niche (ERP and business application services) allows for deep industry expertise, better strategic guidance, and a strong network for cross-selling among portfolio companies.
- **People-First Philosophy**: As an Evergreen company, Pine emphasizes a "People-First" approach, fostering a supportive, collaborative, and innovative culture. [pineservicesgroup.com](https://pineservicesgroup.com/careers/)

## Strategic Focus
- **Acquisitions & Growth**: Likely continues to aggressively acquire leading ERP service providers to scale the portfolio.
- **AI & Innovation**: Led by Chief Innovation Officer John Mack, the company is focused on developing AI-native solutions for ERP consultants and driving digital transformation within its portfolio. [pineservicesgroup.com](https://pineservicesgroup.com/who-we-are/)
- **Operational Excellence**: Core to their "5 Ps of Pine" philosophy, they aim to build revenue predictability, efficient service delivery, and strong KPIs across all portfolio companies.
- **Talent Recruitment**: Actively seeking visionary executives (CEOs, Sales Leaders, Finance, HR, Tech experts) to lead and grow portfolio companies. [pineservicesgroup.com](https://pineservicesgroup.com/careers/)

## Why Work Here
- **People-Centric Culture**: The company explicitly states "people are our greatest asset" and operates on a "People-First" philosophy inspired by Evergreen. [pineservicesgroup.com](https://pineservicesgroup.com/careers/)
- **High-Growth Environment**: With a +63.6% headcount growth, 14+ open roles, and a parent company with 90+ businesses, there are significant opportunities for career advancement and impact.
- **Autonomy & Ownership**: The decentralized model means employees at portfolio companies enjoy significant autonomy, trust, and ownership over their business unit.
- **Leadership Opportunities**: The company is specifically hiring for "visionary executives" and role types like CEOs, Operating Executives, and SVPs, making it attractive for senior talent seeking leadership roles.
- **Remote/Hybrid Policy**: While not explicitly stated on the careers page, the workforce is distributed across the United States and Australia, suggesting a flexible or remote-friendly environment. [linkedin.com](https://linkedin.com/company/pine-services-group)
- **Perks & Culture**: They highlight "unparalleled benefits" including legacy preservation, a collaborative community, and strategic support. [pineservicesgroup.com](https://pineservicesgroup.com/)

## Sources
1. [pineservicesgroup.com - Home](https://pineservicesgroup.com/)
2. [pineservicesgroup.com - Who We Are](https://pineservicesgroup.com/who-we-are/)
3. [pineservicesgroup.com - Careers](https://pineservicesgroup.com/careers/)
4. [linkedin.com - Pine Services Group Company Profile](https://linkedin.com/company/pine-services-group)
5. [jobs.lever.co - Pine Services Group Job Postings](https://jobs.lever.co/pine-services/)

## Other roles at Pine Services Group

- [Customer Success Manager](https://feeny.ai/job/customer-success-manager-pine-services-group-remote-q6r8pd8pj3y5)
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- [AI Native ERP Consultant](https://feeny.ai/job/ai-native-erp-consultant-pine-services-group-united-states-xqq6v025hmj7) — United States
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