Overview
Position Overview As a Client Solutions Consultant (CSC) within Accordant’s Client Success Management Department, you will be a strategic solutions consultant to a dedicated portfolio of clients, ensuring the long-term success and optimization of their ERP environments. You will work cross-functionally to deliver high-value guidance, product demonstrations, proactive solutioning, and hands-on support related to Accordant-supported ERP systems including Sage Intacct, Acumatica, Sage 300 CRE, and Sage 100 Contractor. Client Solution Consultants will partner closely with key stakeholders—from system administrators to C-suite executives—to drive the effective use of the systems and contribute directly to client satisfaction, retention, and growth.
Responsibilities
- Build trusted relationships with technical and business stakeholders, acting as the primary technical point of contact for live clients
- Provide expert guidance on platform architecture, configuration, integrations, and best practices across supported ERP solutions
- Lead technical discovery and collaborate with Client Success Managers to define and execute strategic account plans
- Identify and recommend process improvements, add-on solutions, or integrations that align with client needs and business goals
- Troubleshoot and resolve complex technical issues, coordinating with internal and external teams as needed
- Represent the voice of the client in cross-functional discussions with Product, Engineering and Support teams
- Participate in and contribute technical insights to annual business reviews and other key touchpoints
- Provide configuration support, develop technical documentation, and enable client self-sufficiency where possible
- Proactively identify and mitigate risks to system performance and client satisfaction
- Continuously refine and share internal best practices and scalable solutions for technical account management
Skills Required
- 2+ years hands-on consulting experience with Sage Intacct or Acumatica
- 1+ years proven experience working directly with clients in a technical advisory or account-facing capacity
- 1+ years of previous experience demonstrating product functionality to clients
- Working knowledge of accounting or financial workflows
- Strong diagnostic, troubleshooting, and problem-solving skills
- Effective communicator with the ability to translate complex technical concepts to non-technical audiences
- Familiarity with client lifecycle management and comfort participating in both strategic and tactical conversations
Preferred Skills
- Experience supporting clients in the construction or professional services industries
- Experience working with Salesforce or similar tools for case and relationship management
- Exposure to process improvement frameworks (e.g., Six Sigma, LEAN)
- Ability to lead or contribute to technical workshops and webinars
Always Choose Exceptional | Lead with Integrity | Embody Respect and Care Deeply | Embrace Change and Innovation
Note: Candidates must be authorized to work in the US or Canada; we cannot provide sponsorship at this time.
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