Sage Intacct Technical Manager
Position Summary
The Sage Intacct Technical Manager serves as a senior technical resource for complex Sage Intacct solutions, with a primary focus on advanced reporting, elevated technical requests, solution design, and technical support escalation .
This role requires strong knowledge of the Sage Intacct implementation lifecycle and the ability to configure and implement the platform; however, its primary focus is solving requirements that extend beyond standard implementation configuration.
The Technical Manager serves as the practice subject matter expert for Interactive Custom Report Writer (ICRW), Advanced Financial Reports, Financial Report Writer, Interactive Visual Explorer (IVE), Custom Reports, Custom Documents, imports and exports, integrations, and complex Sage Intacct configurations . This role partners with implementation consultants, project managers, support resources, and clients to evaluate technical requirements, design scalable solutions, troubleshoot complex issues, and establish technical best practices across the practice.
Duties and Responsibilities
Advanced Reporting & Analytics
Serve as the primary technical resource for complex Sage Intacct reporting requests, including ICRW, Advanced Financial Reports, Financial Report Writer, IVE, Custom Reports, Custom Documents, and Excel-based reporting solutions .
Design complex ICRW reports incorporating multi-object relationships, calculations, advanced filtering, formulas, and SQL-based logic.
Develop sophisticated financial and management reporting, including multi-entity, consolidated, dimensional, operational, and executive reporting.
Evaluate reporting requirements and recommend the most appropriate solution based on functionality, data structure, performance, scalability, and maintainability.
Troubleshoot complex reporting issues involving data relationships, dimensions, calculations, report logic, and performance.
Establish reporting standards, testing procedures, documentation requirements, and reusable reporting solutions.
Technical Solution Design & Escalation
Serve as the escalation point for complex or non-standard Sage Intacct technical requests beyond routine implementation or support.
Translate business requirements into effective technical solutions using Sage Intacct configuration, reporting, integrations, imports, exports, or complementary applications.
Troubleshoot complex issues involving configuration, data, reporting, integrations, permissions, Custom Documents, and interconnected Sage Intacct functionality.
Perform root-cause analysis and recommend sustainable solutions rather than short-term workarounds.
Identify technical limitations, risks, and dependencies and communicate them clearly to clients and project teams.
Review complex solution designs to ensure technical quality, scalability, and alignment with Sage Intacct best practices.
Implementation & Technical Consulting
Maintain strong functional and technical knowledge of the complete Sage Intacct implementation lifecycle and provide hands-on implementation support when needed.
Provide technical guidance to implementation consultants on configuration, dimensions, reporting architecture, integrations, imports and exports, and other advanced requirements.
Participate in discovery and solution-design sessions where advanced technical expertise is needed.
Support pre-sales discovery and scoping for opportunities involving complex reporting, integrations, or other elevated technical requirements.
Estimate technical effort and identify assumptions, dependencies, risks, and resource requirements.
Integration & Data Management
Design and support complex or recurring imports, exports, integrations, and related data processes.
Evaluate Sage Intacct Marketplace solutions and complementary applications for technical fit.
Partner with internal and third-party integration resources to troubleshoot data flow and integration issues.
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