Sage Practice Leader - Advisory

Cherry Bekaert•Houston, TX

7d•Hybrid

About The Position

Cherry Bekaert, a leading accounting firm, is seeking a Partner-level Sage Practice Leader to spearhead its national Sage practice. This role involves end-to-end responsibility for practice strategy, growth, delivery quality, and team development across the Sage product suite. The practice operates nationally, and this role can be based in any U.S. office, with Atlanta or Houston preferred, offering a hybrid or remote arrangement. The Sage Practice Leader will serve as the senior relationship steward, commercial owner, and technical authority for the practice, which focuses on selection, implementation, integration, customization, optimization, and ongoing support for Sage Intacct, Sage X3, Sage Intacct Construction, and related solutions. A key aspect of the role is deep knowledge of the Sage ecosystem, including its products, channel programs, and third-party applications. The successful candidate will maintain and grow client relationships, identify new growth opportunities, and build the commercial and operational infrastructure to scale the practice nationally in collaboration with Advisory leadership and other technology practice leaders.

Requirements

Bachelor’s degree and active CPA license are required.
Substantial experience leading a Sage practice or a comparable ERP or business-applications consulting practice, with demonstrated knowledge across the Sage product suite (Sage Intacct and/or Sage X3).
Deep familiarity with the Sage ecosystem of partners and products, including Sage’s channel and partner programs, product portfolio and the surrounding independent software vendor and third-party application landscape.
Demonstrated practice-leadership track record, including ownership of growth, commercial performance, delivery quality and team development within a consulting or value-added reseller environment.
Established business development capability and a professional network within the Sage, ERP or middle-market finance-technology community.
Experience leading complex, multi-phase ERP implementations and integrations across multiple industries.
Strong leadership instincts and a demonstrated investment in the growth of others.
Excellent communication and interpersonal skills, with the ability to advise senior client stakeholders such as chief financial officers, controllers and finance leaders, and to collaborate effectively across service lines.
Demonstrated ability to build and execute a disciplined sales strategy, with a track record of meeting or exceeding revenue growth targets in a consulting or technology services environment.
Experience with mergers and acquisitions in a professional services or technology context, including target identification, due diligence and post-close integration; direct M&A involvement in a practice leadership capacity is preferred.
Demonstrated ability to identify, attract and develop high-performing talent, including experience building succession pipelines, designing career development frameworks and collaborating with recruiting functions to support practice growth.
Proven operational leadership experience, including the design and management of delivery infrastructure, governance frameworks and performance metrics for a consulting practice at scale.
Candidates must demonstrate eligibility to work in the United States.
Cherry Bekaert will not provide work sponsorship for this position.

Nice To Haves

Direct M&A involvement in a practice leadership capacity is preferred.

Responsibilities

Lead the strategy, growth and delivery of the Firm’s national Sage practice across the full Sage product suite, including Sage Intacct, Sage X3, and Sage Intacct Construction.
Own the practice’s commercial performance, including revenue growth, resource planning, utilization and margin, as the accountable practice leader.
Build and maintain the operational infrastructure of the practice, including delivery standards, quality control mechanisms, project governance frameworks, and resource capacity models that support consistent, scalable service delivery.
Establish and monitor key performance indicators across delivery, client satisfaction, utilization and financial performance, using data-driven insights to drive continuous improvement across the practice.
Collaborate with Advisory leadership and other technology practice leaders to align operational priorities, share resources effectively and build the commercial and delivery infrastructure necessary to scale the practice nationally.
Steward and deepen the Firm’s relationship across the Sage ecosystem, including Sage’s channel and partner programs, product roadmap and the surrounding community of independent software vendors and third-party application providers.
Serve as the senior relationship leader and trusted advisor for a portfolio of clients across industries such as construction, manufacturing, distribution, healthcare, professional services, not-for-profit and family offices.
Direct end-to-end enterprise resource planning (ERP) engagements, from selection and implementation through integration, customization, optimization and managed support.
Drive business development by expanding existing client relationships, cultivating referral sources and collaborating with the Firm’s Outsourcing & Resource Solutions, Digital Advisory and industry teams on cross-service opportunities.
Develop and execute a disciplined, practice-wide sales strategy with defined pipeline targets, pursuit processes and win/loss feedback loops that build a predictable, high-quality revenue funnel.
Lead the pursuit of strategic new-logo and expansion opportunities, personally engaging in key proposals, executive presentations and contract negotiations for significant or complex engagements.
Build and sustain a high-performing sales culture within the practice by coaching team members on business development skills, establishing accountability for individual pipeline contribution and recognizing commercial achievement.
Lead, mentor and develop a Sage practice leadership team, fostering technical excellence and a high-performing, collaborative delivery culture.
Proactively identify and assess high-potential talent across the Sage, ERP and finance-technology market, building a pipeline of candidates for key practice leadership, delivery and sales roles in advance of need.
Collaborate with the Firm’s recruiting and human resources functions to design compelling career paths, competitive compensation structures and retention strategies that attract and retain top Sage and ERP professionals.
Champion a culture of learning and professional growth, supporting team members’ pursuit of Sage certifications, continuing education and leadership development opportunities aligned with both individual and practice objectives.
Contribute to the Firm’s market presence through thought leadership, Sage community engagement and participation in relevant industry and product forums.
Identify, evaluate and help cultivate acquisition and alliance targets that strengthen the Firm’s Sage capabilities, geographic footprint or industry depth, collaborating with Advisory leadership and corporate development throughout the process.
Lead practice-level due diligence on prospective acquisitions, assessing cultural alignment, technical capabilities, client base quality and integration feasibility.
Drive post-close integration of acquired teams and client relationships into the Sage practice, ensuring retention of key personnel, continuity of client service and rapid alignment to the Firm’s delivery and quality standards.