This role involves providing expert Sage 300 support, leading implementations and upgrades, training users, and maintaining client relationships.
One of Pine's portfolio companies is looking for an experienced Senior Sage 300 Support Consultant to join our growing team. In this role, you will serve as a senior resource for our Sage 300 client base that have a Customer Success Plan (CSP) — resolving complex issues, guiding implementations and upgrades, delivering training, and helping clients maximize the value of their ERP investment. Clients with a CSP have access to the most senior consultants and receive expedited, first-class service. You will work directly with clients across a variety of industries and collaborate closely with our consulting, account management, and development teams.
What You'll Do
- Act as a primary escalation point for complex Sage 300 support cases, ensuring timely and thorough resolution.
- Provide expert functional and technical support across core Sage 300 modules, including General Ledger, Accounts Payable, Accounts Receivable, Inventory Control, Order Entry, Purchase Orders, and Project & Job Costing.
- Lead and assist with Sage 300 implementations, upgrades, and data migrations for clients across multiple industries.
- Configure and customize Sage 300 to meet each client's unique business requirements.
- Deliver end-user training — both virtually and on-site — and develop supporting documentation.
- Support integrations between Sage 300 and third-party applications, including add-ons and complementary solutions relevant to client needs.
- Diagnose data integrity issues, system errors, and performance challenges with a structured, solutions-oriented approach.
- Maintain detailed case documentation and communication logs using internal systems.
- Build and sustain trusted, long-term client relationships — serving as a reliable advisor throughout the client lifecycle.
- Collaborate with Account Managers to identify client needs and opportunities for expanded services or solutions.
- Mentor junior consultants and contribute to the team's collective knowledge base.
- Stay current with Sage 300 product releases, patches, and Sage partner program updates.
What We're Looking For
- 5+ years of hands-on Sage 300 ERP experience (formerly Accpac).
- Strong functional knowledge of core Sage 300 modules (GL, AP, AR, IC, OE, PO).
- Demonstrated experience with Sage 300 implementations, upgrades, and client-facing support.
- Solid understanding of accounting principles and the operational needs of finance teams.
- Excellent communication skills — able to translate technical concepts clearly for non-technical users.
- Ability to work directly with clients via phone, video, and in person.
- Self-motivated, organized, and effective at managing multiple client engagements simultaneously.
- Team-oriented mindset built on integrity and proactive service.
Nice to Have
- Experience with Sage 300 add-ons such as Sage CRM, Sage HRMS, Sage Fixed Assets, or Service Manager.
- Familiarity with SQL Server, Crystal Reports, and/or Sage Intelligence Reporting.
- Experience supporting clients in hospitality/hotel management, heavy equipment, construction, or multi-entity organizations.
- Knowledge of third-party integrations with hospitality or financial platforms.
- Sage 300 certification or Sage partner accreditation.
- Experience with Sage Intacct is a plus.
- Bachelor's degree in Accounting, Finance, Information Technology, or a related field (or equivalent experience).
Key Competencies
- Client Focus – Delivers exceptional, responsive support and builds lasting client trust.
- Technical Mastery – Deep Sage 300 knowledge with the ability to solve complex, unfamiliar problems.
- Communication – Clear, professional, and proactive — in writing and conversation.
- Team Orientation – Collaborates across consulting, account management, and development teams.
- Integrity – Acts with transparency and respect in every client and internal interaction.
- Adaptability – Thrives in a fast-paced environment serving diverse industries and client needs.
Benefits: Competitive benefits package (medical, dental, vision), generous PTO and company-observed holidays, 401(k) with employer match, professional development opportunities, and a people-first culture backed by Pine Services Group.
Top Skills
Crystal Reports
Sage 300
Sage Intelligence Reporting
SQL Server
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