Client Solutions Consultant
Confidential
Posted: January 30, 2026
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Quick Summary
Client Solutions Consultant (CSC) role involves delivering high-value guidance, product demonstrations, proactive solutioning, and hands-on support related to ERP systems, with a focus on optimizing client success and long-term success.
Required Skills
Job Description
Position Overview
As a Client Solutions Consultant (CSC) within Accordant’s Client Success Management
Department, you will be a strategic solutions consultant to a dedicated portfolio of clients,
ensuring the long-term success and optimization of their ERP environments. You will work
cross-functionally to deliver high-value guidance, product demonstrations, proactive
solutioning, and hands-on support related to Accordant-supported ERP systems including
Sage Intacct, Acumatica, Sage 300 CRE, and Sage 100 Contractor.
Client Solution Consultants will partner closely with key stakeholders—from system
administrators to C-suite executives—to drive the effective use of the systems and
contribute directly to client satisfaction, retention, and growth.
Responsibilities
Build trusted relationships with technical and business stakeholders, acting as the
primary technical point of contact for live clients
Provide expert guidance on platform architecture, configuration, integrations, and
best practices across supported ERP solutions
Lead technical discovery and collaborate with Client Success Managers to define
and execute strategic account plans
Identify and recommend process improvements, add-on solutions, or integrations
that align with client needs and business goals
Troubleshoot and resolve complex technical issues, coordinating with internal and
external teams as needed
Represent the voice of the client in cross-functional discussions with Product,
Engineering and Support teams
Participate in and contribute technical insights to annual business reviews and
other key touchpoints
Provide configuration support, develop technical documentation, and enable client
self-sufficiency where possible
Proactively identify and mitigate risks to system performance and client
satisfaction
Continuously refine and share internal best practices and scalable solutions for
technical account management
Skills Required
2+ years hands-on consulting experience with Sage Intacct or Acumatica
1+ years proven experience working directly with clients in a technical advisory or
account-facing capacity
1+ years of previous experience demonstrating product functionality to clients
Working knowledge of accounting or financial workflows
Strong diagnostic, troubleshooting, and problem-solving skills
Effective communicator with the ability to translate complex technical concepts to
non-technical audiences
Familiarity with client lifecycle management and comfort participating in both
strategic and tactical conversations
Preferred Skills
Experience supporting clients in the construction or professional services
industries
Experience working with Salesforce or similar tools for case and relationship
management
Exposure to process improvement frameworks (e.g., Six Sigma, LEAN)
Ability to lead or contribute to technical workshops and webinars
Always Choose Exceptional | Lead with Integrity | Embody Respect and Care Deeply | Embrace Change and Innovation
Note: Candidates must be authorized to work in the US or Canada; we cannot provide sponsorship at this time.