Serve as a trusted problem-solver for complex issues.
Help identify patterns and risks across the client base.
Actively elevate the effectiveness of our support organization.
Wipfli delivers proactive, consultative support to our Sage Intacct clients. While it eventually aligns to a primary Wipfli industry, preferably Construction & Real Estate (CRE), they will take ownership of CRE from a Client Success perspective.
Demonstrating product knowledge of Sage Intacct while supporting data requirements, translating requirements into implementation, configuration for testing events, report development and ultimately supporting the deployment into a production state.
Demonstrating problem solving techniques to succinctly organize facts and recommendations.
Establishing project governance and collaboration with other project team members and contractors to ensure successful delivery of client projects through entire implementation lifecycle (Analyze/Design, Build/Test, Deploy and Support)
Wipfli is a consulting and accounting firm that provides a wide range of services to businesses across various industries. They focus on helping clients improve their financial performance, streamline operations, and achieve their strategic goals. The company employs a team of experienced professionals and fosters a collaborative and client-focused culture.