3-5+ years of B2B sales experience, ideally in ERP or cloud software sales
Experience in professional services or consulting environments
Proven track record in managing and closing complex sales opportunities
Ability to articulate business value and align solutions with client needs
Familiarity with CRM platforms like Salesforce, Dynamics, or HubSpot
Willingness to travel up to 25% for sales support and networking
Responsibilities
Pursue qualified Sage Intacct ERP opportunities from existing clients and marketing initiatives
Own the full sales cycle from discovery to contract negotiation and close
Conduct discovery conversations to assess client needs and challenges
Position Sage Intacct ERP capabilities in a consultative manner
Translate client requirements into tailored ERP solutions with solution architects
Develop and deliver presentations to executive and operational stakeholders
Collaborate with Sales Development Representatives and marketing for lead progression and messaging
Maintain accurate sales pipeline and forecasting in the CRM system
Meet or exceed revenue targets and sales performance expectations
Benefits
Collaborative work environment with consulting teams
Opportunities for professional development and training
Access to a strong pipeline of qualified leads
Engagement with executive-level clients
Supportive marketing initiatives to drive sales efforts
Full Job Description
Description & Requirements
The Sage Intacct ERP Sales Specialist is a mid-level, quota-carrying sales role responsible for pursuing and closing Sage Intacct ERP opportunities generated by the firm. These opportunities originate from existing Forvis Mazars clients, internal colleague referrals, and firm-supported marketing initiatives.
This role is ideal for a consultative seller who enjoys partnering with consulting teams to deliver well-scoped, right-sized ERP solutions. The Sales Specialist works closely with Sales Development Representatives (SDRs), Sage Intacct solution architects, marketing, and delivery teams, owning the sales process from qualified lead through close and handoff to implementation.
What You Will Do:
Pursue qualified Sage Intacct ERP opportunities sourced from existing clients, internal referrals, and marketing-supported initiatives
Own the full sales cycle from discovery through proposal development, pricing coordination, contract negotiation, and close
Conduct discovery conversations to understand client business needs, operational challenges, and growth objectives
Position Sage Intacct ERP capabilities and FORVIS Mazars services in a consultative, value-driven manner
Translate client requirements into well-scoped Sage Intacct ERP solutions in partnership with solution architects and delivery leaders
Develop and deliver client-facing presentations and solution discussions tailored to executive and operational stakeholders
Collaborate closely with:
Sales Development Representatives for lead handoff and progression
Business Developers on account expansion and cross-service opportunities
Marketing on campaign-driven leads and messaging feedback
Delivery and practice teams to ensure accurate scoping and smooth transition to implementation
Maintain accurate pipeline visibility, forecasting, and sales activity tracking within the firm's CRM system
Meet or exceed assigned revenue targets and sales performance expectations
What Success Looks Like
A strong, high-quality opportunity pipeline aligned to Sage Intacct growth objectives
Trusted advisory relationships with client finance and executive leaders
Well-scoped, well-positioned Sage Intacct ERP engagements that set clients and delivery teams up for success
Consistent pipeline discipline, forecast accuracy, and follow-through from opportunity to close
Minimum Qualifications:
3-5+ years of experience in B2B sales, preferably within:
ERP or cloud software sales
Professional services or consulting
Technology-enabled business solutions
Ability and willingness to travel up to 25% as required to support sales cycles, internal networking (office road shows), and strategic conference attendance.
Proven ability to manage and close complex, consultative sales opportunities
Ability to articulate business value and align solutions to client needs
Experience working with CRM platforms (Salesforce, Dynamics, HubSpot, or similar)
Preferred Qualifications
Experience selling or supporting Sage Intacct ERP or other cloud-based ERP platforms
Background in accounting, advisory, or professional services environments
Familiarity with multi-stakeholder, mid-market sales cycles
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About Forvis
Forvis is a software company that provides a platform for businesses to manage their data and analytics. The company's platform allows businesses to collect, store, and analyze data from various sources, including social media, web analytics, and customer relationship management systems. Forvis was founded in 2015 and is headquartered in San Francisco, California.
