Senior Consultant and Project Lead (Sage Intacct)

Tablespoon • Dallas, TX

3d • Remote

About The Position

Tablespoon is the leading Sage Intacct partner specializing in the restaurant and hospitality industry. Recognized by Sage for our commitment to our clients and a recipient of multiple partner awards, we are proud to serve successful restaurant and retail concepts of all shapes and sizes (from independents to national franchises) and are growing rapidly, as demand for modern technology solutions and industry-specific financial expertise accelerates. As a boutique firm with deep industry experience, we don't just implement software — we help restaurant finance teams gain real-time visibility, automate the back office, and turn data into decisions. Our clients trust us not just to configure Sage Intacct, but to help them think through how their finance function should work as they scale. Innovation, agility, and continuous improvement are at our core, and our work is measured by the impact we have on the operators we are privileged to serve.

The Role We're looking for a Senior Consultant and Project Lead who brings equal parts technical depth and executive presence. This is a client-facing advisory role as much as it is a delivery role — you'll lead implementations end-to-end, but you'll also be the person sitting across from a CFO or Controller helping them optimize their finance operations, long after go-live. Reporting to our Practice Director, you'll lead project delivery and guide the project team — including junior consultants — toward successful outcomes. You're not managing their careers; you are a player/coach responsible for the quality and success of the work the project team produces together. Our Director of Client Success manages our ongoing client relationships so you can stay focused on delivery and advisory, rather than account administration. Periodically, you'll re-engage existing clients for optimization check-ins, system enhancement, workflow/process consulting, etc. This is not a role for someone who needs a defined playbook handed to them on day one. You'll bring structure to ambiguous situations, manage scope proactively, and handle crucial conversations with clients confidently and professionally – earning the trust of Client leadership as a valued consultant and business advisor.

Requirements

• Bachelor's degree in Accounting or Finance
• 5+ years of Sage Intacct implementation experience with demonstrated ownership of full-cycle projects
• Expertise in Sage Intacct system functionality, design concepts, and best practices — not just configuration experience, but true depth
• Demonstrated experience designing Chart of Accounts, dimension structures, and reporting frameworks – not just the “how”, but able to articulate and advise clients on the “why” behind crucial design decisions
• In-depth understanding of accounting standards, general ledger/subledger concepts, financial close procedures, and how to optimize accounting workflows
• Executive presence and communication skills — you can hold a peer-level conversation with a CFO, frame complex tradeoffs clearly, and earn trust quickly
• Proven ability to lead a project team as a player/coach toward successful delivery, owning timelines, work quality, and client outcomes
• Comfortable leading project scope conversations, including saying no when needed and framing changes professionally
• Genuine enthusiasm for mentoring — you're energized by helping someone grow, not drained by it
• Self-directed — you figure things out, manage your own time, and are results-oriented
• Inherently positive in nature, have a customer service mentality, and a “whatever it takes” attitude to ensuring client satisfaction
• A secure place to work from home with no interruptions
• A reliable high-speed internet connection (at least 100 Mbps)
• Ability to work independently and self-manage competing priorities and deadlines
• Strong technology skills and experience working with modern business SaaS applications and communication tools (Zoom, Microsoft Teams, Box, etc.)
• Must be comfortable communicating and meeting with clients and team members in a virtual environment (including frequent video meetings)
• Ability to travel periodically for conferences and team meetings
• All applicants must be authorized to work in the U.S. without sponsorship.

Nice To Haves

• Restaurant or hospitality industry experience
• Prior experience as a Director of Finance, Controller, or CFO (or as an advisor to those roles)
• Familiarity with restaurant-adjacent integrations (POS, labor, inventory/back-office systems, Sage marketplace solutions)
• CPA, CMA, or PMP certification
• Sage Intacct certification(s)

Responsibilities

• Lead Sage Intacct implementations for multi-unit restaurant and hospitality clients, from discovery through go-live and post-launch stabilization, ensuring high client satisfaction and successful adoption
• Serve as a trusted advisor to CFOs, Controllers, and finance leaders, translating their business goals into financial system design – not just configuration decisions
• Own client communication throughout the delivery lifecycle, including scope management, setting clear expectations, and proactive escalation when needed
• Consult with clients after implementation to help optimize their system for long-term success
• Configure and deliver solutions across GL, multi-entity/intercompany consolidations, AP, Cash Management, Fixed Assets, and platform services
• Build financial reports, custom dashboards, and unit-level performance views using Sage Intacct's native reporting tools
• Serve as SME on advanced modules and marketplace solutions relevant to the restaurant & hospitality vertical
• Support scoping and SOW development for existing client engagements as needed
• Lead the project team on your engagements — setting the standard for quality, overseeing the work, and ensuring projects are delivered on time and within scope and budget
• Mentor and coach junior consultants to help them develop the skills and judgment necessary to operate more independently and grow their careers over time
• Contribute to internal methodology, tooling, and knowledge-sharing as a senior voice on the Tablespoon team, helping to drive the overall success of the practice

Benefits

• Competitive base salary commensurate with experience, plus a variable/incentive compensation plan
• Health, dental, and vision benefits
• 401k with employer match
• Paid time off
• A collaborative, low-ego team that will respect your expertise and expect you to respect theirs
• Real visibility and input into how we build and deliver — this is not a role where your ideas go nowhere

What This Job Offers

• Job Type: Full-time
• Career Level: Senior