Accounting ERP Transition Project Manager

Platform Transition
Working from home
$60,000 - $100,000
Closing date
Dec 16, 2022

View more

Job Role
Contract Type
Full Time
Level of qualification
CPA, CPA: Experienced
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The Role ‍

Location: Remote but able to work US Eastern Time Zone hours

Platform Transition is growing and we are looking for a Project Manager with Sage Intacct experience. You will be working in our Processing team, as well as meeting with our customers.

What you'll be doing...

  • Work with customers to lead and support their data migration projects
  • Proactively communicate with customers and our team to achieve exceptional customer satisfaction
  • Provide a sense of calm and confidence for customers with punctuality, analytical acumen, and effective presentation skills
  • Ensure customer success by being accountable, self-motivated, organized, and adaptable
  • Use Clickup (project management software) and other systems to keep workflow processes organized and transparent
  • Utilize and follow Platform Transition’s methodology and knowledge repository to achieve successful customer outcomes
  • Develop and maintain competence around data extraction and report manipulation of various accounting systems
  • Develop and maintain competence around the setup and use of Sage Intacct
  • Develop competence in migration utility modification and loading processes
  • Perform financial report validation and data review
  • Attend and contribute to the company’s weekly virtual meetings and trainings

What's it like to work at Platform Transition

  • Fully Remote
  • Flexible Schedule
  • Profit Sharing
  • Paid Time Off

We are the creators of the Platform Transition Services Industry.  Our innovations help growing companies and implementation partners strategically focus by transitioning data and settings between software systems.

As a Sage Intacct Marketplace Partner, we provide a white glove service to transition customers’ data quickly and easily to Sage Intacct from a variety of legacy systems.

Our founder migrated our first client in 2014, and since then the company has grown over 30% each and every year. To date, we have migrated over 1400 entities to and from Sage Intacct.  We are THE go-to company for anyone migrating to Intacct, the experts in our space with unparalleled depth and breadth of experience.   

Our Core Values

  • We speak with one voice.
  • We quickly get it done right the first time.
  • We are a space where chaos fades away.
  • We are responsible for the customer’s experience.
  • We create solutions for the customer challenges that matter

What we're looking for 

We are looking for a full-time Project Manager that will lead our Sage Intacct Data Migration projects, ensuring superb customer satisfaction. The Project Manager will be supporting multiple projects with excellent organizational, collaboration and time management skills.  Although the main focus of this position is customer management, the role will require all Project Managers to become trained in our data migration methodology to understand and become adept at some technical aspects of the migration.

At Platform Transition, our people, culture, and process drive our success and make it a wonderful collegial working environment.  We are a fully remote, boutique company based in Florida and are looking for an enthusiastic teammate to grow with us. 

If this opportunity sounds like a good match, please provide a cover letter along with your resume telling us more about yourself and how this position aligns with what you are looking for.

Learn more about us out at

Skillsets that are important

  • Accountable self-starter who thrives in a flexible, remote environment
  • Bachelor's Degree in Accounting/Finance minimum 4-year equivalent work experience
  • 2-4 years of experience in implementation of ERP applications Advanced proficiency with Excel
  • CPA
  • Minimum 2 years working with Sage Intacct (Implementation or End User) Sage Intacct Certifications
  • Minimum 2 years working with Sage Intacct (Implementation or End User) Sage Intacct Certifications



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