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$120k–$140k/yr
Full-time
high school, bachelor degree
Posted 1d ago
~40 hrs/week
Responsibilities
The Sage Intacct Support Specialist provides post-implementation technical support and guidance to clients to optimize system performance. They act as a trusted advisor, troubleshooting complex issues and collaborating with internal teams to ensure client success and satisfaction.
Requirements
Candidates must have at least 3 years of experience in Sage Intacct consulting, implementation, or support. A bachelor's degree in Accounting, Finance, MIS, or a related field is preferred, along with strong analytical and communication skills.
Full job description
#LI-CF2 # LI-Hybrid
Responsibilities
CBIZ is seeking a Sage Intacct Support Specialist to provide exceptional post-implementation support to our Sage Intacct clients. This individual will serve as a trusted advisor and technical resource, helping clients resolve issues, optimize system performance, and maximize the value of their Sage Intacct investment.
The Support Specialist will work closely with clients, consultants, account managers, implementation teams, and Sage support resources to troubleshoot complex issues, provide guidance on best practices, and ensure a positive client experience. This role requires strong technical expertise in Sage Intacct, excellent communication skills, and a passion for helping clients achieve their business objectives.
If you enjoy solving complex business and system challenges, building strong client relationships, and helping organizations improve their financial and operational processes, we encourage you to apply.
Essential Functions and Primary Duties
Client Support & Issue Resolution
Serve as a primary point of contact for client support requests and inquiries.
Diagnose, troubleshoot, and resolve Sage Intacct application, configuration, and process issues.
Respond to support tickets within established service level expectations.
Document support activities, resolutions, and recommendations within the support management system.
Escalate complex issues to appropriate internal teams or Sage support resources when necessary.
Follow issues through resolution and communicate progress effectively to clients.
Client Success & Relationship Management
Develop trusted relationships with assigned clients and key stakeholders.
Provide guidance on Sage Intacct functionality, best practices, and process optimization opportunities.
Support client health reviews and identify opportunities to improve system utilization.
Assist clients in maximizing the value of their Sage Intacct investment.
Contribute to high levels of client satisfaction and retention through responsive and proactive support.
Functional & Technical Expertise
Serve as a subject matter expert on Sage Intacct modules, features, and capabilities.
Research and evaluate new Sage Intacct functionality and product enhancements.
Assist clients with reporting, dashboards, workflows, and configuration changes.
Support testing and validation activities related to system updates and enhancements.
Collaborate with implementation and consulting teams on client transition and ongoing support needs.
Knowledge Sharing & Continuous Improvement
Create and maintain support documentation, knowledge base articles, and client-facing materials.
Share knowledge and best practices with colleagues and clients.
Identify recurring issues and recommend process improvements to enhance the support experience.
Participate in training and professional development activities to maintain product expertise.
Contribute to continuous improvement initiatives within the support organization.
Collaboration
Partner with account management, consulting, implementation, and development teams to ensure client success.
Coordinate with Sage support resources as needed to resolve complex client issues.
Participate in internal meetings and discussions regarding client support trends and opportunities for improvement.
Preferred Qualifications
3+ years of Sage Intacct consulting, implementation, or support experience
Deep knowledge of Sage Intacct core financials and related modules
Strong understanding of ERP best practices and business process improvement
Experience supporting clients and resolving application, process, and reporting issues
Ability to manage multiple priorities and support requests in a fast-paced environment
Excellent written, verbal, and interpersonal communication skills
Strong analytical, troubleshooting, and problem-solving abilities
Experience working directly with finance, accounting, and operational stakeholders
Ability to translate technical concepts into user-friendly guidance
Proficiency with Microsoft Office Suite and collaboration tools
Bachelor's degree in Accounting, Finance, MIS, Business, or related field preferred
Sage Intacct certifications strongly preferred
Qualifications
Minimum Qualifications
High School diploma or GED required; Bachelor's degree preferred
3 years of experience in related field
Achieve professional certifications relative to area of expertise, must have and preserve required licenses
Must be able to work in a team environment
Competence in presentation to effectively communicate information to diverse audience using visual aids, verbal delivery and engaging presentation techniques.
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing within all levels of an organization, both internally and externally
Must be able to travel based on client and business need
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Related keywords
Sage IntacctERPFinancial SoftwareTechnical SupportClient SuccessAccountingFinanceBusiness Process ImprovementReportingDashboardsWorkflowConfigurationTroubleshootingConsultingImplementationMicrosoft Office
Trusted local advisors enhanced by specialists nationwide. (NYSE: CBZ)
Industry
Business Consulting and Services
Company size
10,001+ employees
Founded
1996
Headquarters
Independence, Ohio
LinkedIn followers
84,882
CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. For more information, visit www.cbiz.com.
CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com.
CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services.
View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/social-media-guidelines
Offices: 5959 Rockside Woods Blvd N, Independence, Ohio 44131, US · 700 W 47th St, Suite 1100, Kansas City, MO 64112, US · 225 W Wacker Dr, Suite 2500, Chicago, IL 60606, US · 53 State Street, 17th Floor, Boston, Massachusetts 02109, US · 4211 W Boy Scout Blvd, Suite 650, Tampa, Florida 33607, US
TaxAccountingAdvisoryBenefitsInsuranceand TechnologyComplianceSmall and Medium BusinessesFinanceHealth Care
How many Customer Service & Support jobs are open in Fort Lauderdale, FL right now?
There are currently 1,302 open customer service & support positions in Fort Lauderdale, FL listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Fort Lauderdale, FL?
Companies currently hiring include Pier Sixty-Six, Marriott International Hotels, Inc., Omni Hotels & Resorts, Allied Universal, Starbucks, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in Fort Lauderdale, FL?
Yes — 104 of the 1302 open customer service & support positions offer remote or hybrid work (43 remote, 61 hybrid).
How do I apply for Customer Service & Support jobs in Fort Lauderdale, FL?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.