Vertex Service Partners (an Alpine Investors company)

Sage Implementation Specialist/ Administrator

Hybrid Charlotte, NC

Vertex Service Partners is a company focused on acquiring and growing residential home improvement services companies in the United States, with a focus on residential roofing & other exterior services. Vertex is backed by Alpine Investors, a top-decile private equity fund with a long history of successful investments in similar industries. Vertex will be an investment out of Alpine’s 9th fund, which will have ~$4.5 billion of committed capital. This is an opportunity to be on the ground floor of a company with the explicit mandate to grow to be a multi-billion-dollar company within the next five years, with the goal to grow the right way – through a relentless focus on employee and customer experience.

Mission of the Role:

The implementation specialist will…

• Integrate and onboard new acquisitions through Service Titan and Sage Intacct configuration and implementation.
• Execute comprehensive systems implementation and integration processes, including change management and training.
• Manage project implementation for assigned partners, collaborating with Vertex Technology, Finance and Operations teams.
• Ensure compliance with Vertex policies in Sage administration, working with Finance and Ops.

Key Responsibilities:

• Lead Sage Intacct configuration and implementation as a system expert.
• Setup Sage Intacct instances for new acquisitions, including UAT.
• Maintain CoA and user access/permissions.
• Set Accounts Receivable with Ops team.
• Import historical data and opening A/R, A/P and bank information to Sage upon Go-Live.
• Ensure Sage usage is current with the latest updates and features.
• Provide training of Sage Intacct system to the onboarding Partner throughout the data migration process and on-site presence as needed.
• Serve as onsite Vertex representative after Go-Live for smooth transitions.
• Ensure adherence to Vertex best practices for Sage utilization.
• Contribute to team culture and support related initiatives as needed.

This role allows one to:

• Take on a critical role in a rapidly growing Company.
• Be a part of a team of experts that support our partner companies.
• Introduce innovative technology solutions that significantly impact the Company and industry.
• Work with a collaborative, entrepreneurial, and results-oriented team.
• Support growth and M&A activity.

Experience:

• Required:
• 3+ years in technology implementation or as a technology business/process analyst.
• Experience with ERP system implementation.
• Strong time-management, organization, and prioritization skills.
• Proven ability to lead and drive processes.
• Excellent interpersonal skills, attention to detail, and teamwork.
• Preferred:
• Experience with ADP, Sage Intacct, and CRM implementations.
• Ability to communicate accounting and financial information in simple terms.

Personal Characteristics:

• Service-Oriented: Builds strong relationships with peers across the corporate executive team and operating companies.
• Flexible & Adaptable: Develops strategies for the evolving needs of a high-growth company.
• Excellent Communicator: Aligns the organization around a vision and supports operations through clear written and oral communication.
• Resourceful: Drives action and achieves results creatively with limited resources.
• Critical Thinker & Learner: Quickly picks up new concepts and questions the status quo.
• Integrity: Maintains high ethical standards.
• Highly Motivated: Comfortable working independently with high energy and ownership of work product.
• Self-Aware: Open to feedback, team player, and respectful of others.