Practice Success Consultant

Are you passionate about helping businesses embrace digital transformation and unlock new opportunities through cloud technology? As a Practice Success Consultant (Forum Accountants), you will play a pivotal role in guiding accounting practices from traditional desktop solutions to Sage's innovative cloud ecosystem.

This role is focused on building trusted relationships with Forum Accountants, driving cloud

adoption, supporting their digital transformation journey, and identifying opportunities to expand the value they receive from Sage solutions. You will act as a strategic advisor, helping accountants modernize their practices while ensuring long-term customer success, retention, and growth.



Location - 3 days per week out of our Johannesburg office.
• Cloud Adoption & Digital Transformation

• Identify and drive opportunities for Forum Accountants to transition from Sage desktop solutions to Sage cloud offerings.

• Guide accountants through their digital transformation journey, providing expert advice and tailored recommendations.

• Demonstrate the business benefits and long-term value of Sage cloud solutions through consultative engagements.

• Customer Success & Relationship Management

• Manage and grow a portfolio of Forum Accountants currently utilizing Sage desktop products.

• Build strong, trusted relationships through proactive account management and ongoing business support.

• Maintain regular engagement with accountants who are not yet ready to migrate, ensuring high retention and future cloud readiness.

• Conduct strategic business reviews to understand customer needs and align Sage solutions with their business objectives.

• Revenue Growth & Business Development

• Identify cross-sell and upsell opportunities across the Sage product portfolio and value-added services.

• Partner with customers to uncover challenges and recommend solutions that drive efficiency, productivity, and business growth.

• Support revenue growth by increasing product adoption and maximizing customer lifetime value.

• Brand Representation & Industry Engagement

• Represent Sage at accountant forums, industry events, networking engagements, and customer meetings.

• Serve as a trusted advocate for Sage, strengthening relationships within the accounting community and promoting Sage's market-leading solutions.



Skills, Knowledge & Experience

Essential

• Bilingual with strong verbal and written communication skills.

• Excellent telephone etiquette and customer engagement skills.

• Strong computer literacy, including Microsoft Outlook, Excel, and Word.

• 3 to 5 years' experience working with Sage Small Business products, including Sage Business Cloud Accounting (SBCA) and Sage 50.

• 3 to 5 years' experience using SBCA Accountants Edition.

• Strong relationship management, consultative selling, and customer success skills.

• Ability to influence, educate, and support customers through change and technology adoption.

Advantageous

• Experience working with Forum Accountants.

• Sage Intacct Certification.

• Sage 300 People Certification.

• Experience in cloud migration, digital transformation, or customer success environments.

• Qualifications

• Bachelor's Degree in Commerce (BCom) or an Advanced Diploma in a related field.



Why Join This Role?



This is an exciting opportunity to become a trusted adviser to accounting professionals, lead meaningful digital transformation initiatives, and directly contribute to customer success and business growth. You will have the opportunity to influence the future of accounting practices while working with cutting-edge Sage cloud solutions in a dynamic and customer-focused environment.



𝐖𝐡𝐚𝐭'𝐬 𝐢𝐧 𝐢𝐭 𝐟𝐨𝐫 𝐲𝐨𝐮:

• Work away scheme for up to 10 weeks a year.

• Life Insurance: 2x annual salary covered with the option to flex up cover at own cost up to a maximum of 6X annual salary.

• Income Protection: 75% of the monthly risk salary is paid to the colleague in the event of long-term sickness, provided they are unable to perform their duties.

• Critical Illness cover: Provides colleague with lump sum payment at critical illness diagnosis.

• Funeral Assistance: A benefit payable upon the death of a colleague's spouse or children, or to a colleague's dependents in the event of the colleague's death.

• Provident fund: a retirement fund where colleagues have an option to increase contributions of 5% minimum to a maximum of 15% in 2.5% increments.

• Medical aid subsidy: Discovery and Bonitas are offered on selected plans, colleagues receive R2,760 pm.

• Sage Academy leave: On-going training and professional development + 5 paid days per year to engage in learning opportunities.

• 15 days annual leave for fixed term colleagues and 20 annual leave days for permanent colleagues. The annual leave entitlement for permanent colleagues will increases with seniority. 30 days sick leave in a 3 year cycle, 6 days of Family responsibility leave and Religious leave combined, and 5 or 10 days of sports leave based on representation.

• Paid 5 days yearly to volunteer through our Sage Foundation.

• Employee Assistance Program: free, 24/7 short-term counselling, practical support and coaching for you and your family.

• Flexible work patterns and hybrid working.



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