Sage Practice Leader - Advisory
Cherry Bekaert · Houston
Ranked #17 on Accounting Today’s 2026 Top 100 Firms list and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to its clients. The Firm is digitally driven, industry-aligned and focused on the middle market. Through sustained investment in financial technology, the Firm has become one of the largest Sage solution providers in the United States, a certified Sage Intacct Value-Added Reseller, and multi-year Sage Platinum Club honoree serving clients nationwide.
As the Firm continues to grow its national technology and outsourced accounting capabilities, an exceptional Partner-level opportunity is available to lead our Sage practice. This is a highly visible leadership role with end-to-end responsibility for practice strategy, growth, delivery quality, and team development across the full Sage product suite. The practice operates nationally; this role can be based in any of the Firm’s U.S. office locations, with Atlanta or Houston preferred. A hybrid or remote arrangement is available.
Role Overview
The Sage Practice Leader serves as the senior relationship steward, commercial owner, and technical authority for the Firm’s Sage practice, which delivers selection, implementation, integration, customization, optimization and ongoing support across Sage Intacct, Sage X3, Sage Intacct Construction, and related industry solutions. A central element of the role is fluency in the Sage ecosystem: its products, channel and partner programs, and the surrounding network of independent software vendors and third-party applications. The successful candidate will sustain and deepen the practice’s established client relationships while identifying and capturing growth across industries and the broader Cherry Bekaert platform. This role also includes building the commercial and operational infrastructure for the practice, in conjunction with Advisory leadership and other technology practice leaders, to enable the organization to scale.
Key Responsibilities
- Lead the strategy, growth and delivery of the Firm’s national Sage practice across the full Sage product suite, including Sage Intacct, Sage X3, and Sage Intacct Construction.
- Own the practice’s commercial performance, including revenue growth, resource planning, utilization and margin, as the accountable practice leader.
Operational Excellence
- Build and maintain the operational infrastructure of the practice, including delivery standards, quality control mechanisms, project governance frameworks, and resource capacity models that support consistent, scalable service delivery.
- Establish and monitor key performance indicators across delivery, client satisfaction, utilization and financial performance, using data-driven insights to drive continuous improvement across the practice.
- Collaborate with Advisory leadership and other technology practice leaders to align operational priorities, share resources effectively and build the commercial and delivery infrastructure necessary to scale the practice nationally.
- Steward and deepen the Firm’s relationship across the Sage ecosystem, including Sage’s channel and partner programs, product roadmap and the surrounding community of independent software vendors and third-party application providers.
- Serve as the senior relationship leader and trusted advisor for a portfolio of clients across industries such as construction, manufacturing, distribution, healthcare, professional services, not-for-profit and family offices.
- Direct end-to-end enterprise resource planning (ERP) engagements, from selection and implementation through integration, customization, optimization and managed support.
- Drive business development by expanding existing client relationships, cultivating referral sources and collaborating with the Firm’s Outsourcing & Resource Solutions, Digital Advisory and industry teams on cross-service opportunities.
Sales Excellence
- Develop and execute a disciplined, practice-wide sales strategy with defined pipeline targets, pursuit processes and win/loss feedback loops that build a predictable, high-quality revenue funnel.
- Lead the pursuit of strategic new-logo and expansion opportunities, personally engaging in key proposals, executive presentations and contract negotiations for significant or complex engagements.
- Build and sustain a high-performing sales culture within the practice by coaching team members on business development skills, establishing accountability for individual pipeline contribution and recognizing commercial achievement.
Talent Identification and Development
- Lead, mentor and develop a Sage practice leadership team, fostering technical excellence and a high-performing, collaborative delivery culture.
- Proactively identify and assess high-potential talent across the Sage, ERP and finance-technology market, building a pipeline of candidates for key practice leadership, delivery and sales roles in advance of need.
- Collaborate with the Firm’s recruiting and human resources functions to design compelling career paths, competitive compensation structures and retention strategies that attract and retain top Sage and ERP professionals.
- Champion a culture of learning and professional growth, supporting team members’ pursuit of Sage certifications, continuing education and leadership development opportunities aligned with both individual and practice objectives.
- Contribute to the Firm’s market presence through thought leadership, Sage community engagement and participation in relevant industry and product forums.
M&A Leadership
- Identify, evaluate and help cultivate acquisition and alliance targets that strengthen the Firm’s Sage capabilities, geographic footprint or industry depth, collaborating with Advisory leadership and corporate development throughout the process.
- Lead practice-level due diligence on prospective acquisitions, assessing cultural alignment, technical capabilities, client base quality and integration feasibility.
- Drive post-close integration of acquired teams and client relationships into the Sage practice, ensuring retention of key personnel, continuity of client service and rapid alignment to the Firm’s delivery and quality standards.
Qualifications
- Bachelor’s degree and active CPA license are required.
- Substantial experience leading a Sage practice or a comparable ERP or business-applications consulting practice, with demonstrated knowledge across the Sage product suite (Sage Intacct and/or Sage X3).
- Deep familiarity with the Sage ecosystem of partners and products, including Sage’s channel and partner programs, product portfolio and the surrounding independent software vendor and third-party application landscape.
- Demonstrated practice-leadership track record, including ownership of growth, commercial performance, delivery quality and team development within a consulting or value-added reseller environment.
- Established business development capability and a professional network within the Sage, ERP or middle-market finance-technology community.
- Experience leading complex, multi-phase ERP implementations and integrations across multiple industries.
- Strong leadership instincts and a demonstrated investment in the growth of others.
- Excellent communication and interpersonal skills, with the ability to advise senior client stakeholders such as chief financial officers, controllers and finance leaders, and to collaborate effectively across service lines.
- Demonstrated ability to build and execute a disciplined sales strategy, with a track record of meeting or exceeding revenue growth targets in a consulting or technology services environment.
- Experience with mergers and acquisitions in a professional services or technology context, including target identification, due diligence and post-close integration; direct M&A involvement in a practice leadership capacity is preferred.
- Demonstrated ability to identify, attract and develop high-performing talent, including experience building succession pipelines, designing career development frameworks and collaborating with recruiting functions to support practice growth.
- Proven operational leadership experience, including the design and management of delivery infrastructure, governance frameworks and performance metrics for a consulting practice at scale.
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What you can expect from us:
- Entrepreneurial environment focused on professional development, career advancement, and performance and rewards opportunities.
- Supportive partnership group with a “one firm” mentality and a commitment to colleagues’ success.
- Big firm resources and bench strength; small firm flexibility and openness to new ideas.
- Defined metrics and targets that eliminate ambiguity.
- Flexible work arrangements with generous PTO, including a firmwide week off for the 4th of July.
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Benefits Information:
Cherry Bekaert cares about our people. We offer competitive compensation packages based on performance that recognize the value our people bring to our clients and our Firm. In addition, we offer a comprehensive, high-quality benefits program which includes annual bonus, medical, dental, and vision care; disability and life insurance; generous Paid Time Off; retirement plans; Paid Care Leave; and other programs that are dedicated to enhancing your personal and work life and providing you and your family with a measure of financial protection.
About Cherry Bekaert
Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit https://www.cbh.com/disclosure/
Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. https://careers.cbh.com/legal-disclosures/ contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws.
This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled.
Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position.
Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at https://careers.cbh.com/ and follow us on LinkedIn, Instagram, Twitter and Facebook.
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