Practice Success Consultant
1 week ago
Job Description
We are seeking a dynamic and customer-focused Practice Success Consultant to join our team. In this position, you will be responsible for Managing a portfolio of accountants, maintaining relationships through consistent communication, supporting the team to achieve targets and expand their client base, and assisting with marketing strategies and collateral.
Key Responsibilities
Expanding the scope of Accounting Practices (NCA)
Converting vetted opportunities
Supports new and existing accountants to drive business development and revenue generation.
Manage a dedicated list of strategic accountants and retain allocated base.
Act as an ambassador for Sage in the Accountants Forum, promoting Sage presence and support.
Organize and attend regional events to promote Sage.
Collaborates in weekly strategy sessions
Conducts online webinars to facilitate the transition of newly onboarded accountants and support the existing team to migrate from desktop to cloud-based platforms, offering guidance and insights.
Spearheads the incentive program
Skills, know-how and experience:
Excellent Telephone Etiquette.
Computer literacy
MS Office (Outlook, Excel, Word)
3 to 5 years experience in accounting & or payroll.
SBCA & SBCP Certification
3 to 5 years experience using the SBCA Accountants Edition
Certification in Sage Intacct is an advantage
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