Sarah Thaler
Sarah Thaler is a seasoned Senior Account Executive at Sage Intacct, Inc., where she leverages over 15 years of experience in finance and fintech to help clients optimize their business operations and maximize ROI. Based in the San Francisco Bay Area, Sarah transitioned from a successful career in banking and wealth management in New York City to SaaS ERP, seeking both professional growth and a better work-life balance. Her expertise in financial software, ERP systems, and consultative client engagement has allowed her to transform complex integration challenges into streamlined, successful implementations, often expanding client portfolios in the process.
Before joining Sage Intacct, Sarah held key roles at Bloomberg LP, BCRS Associates LLC, and PricewaterhouseCoopers, where she honed her skills in financial analysis, tax accounting, and wealth management. Her deep understanding of financial systems and strategic planning has made her a trusted advisor for clients navigating the complexities of enterprise software and business transformation.
A University of Maryland alumna, Sarah earned her Bachelor of Science and received the President’s Scholarship, reflecting her dedication to academic excellence. Known for her consultative approach, strong analytical skills, and focus on the human element in client relationships, she continues to make a measurable impact in the fintech space while mentoring and guiding professionals in her field.
• Presidents club 2025
• University of Maryland- B.S.
• President's Scholarship
What do you attribute your success to?
I attribute my success to the mentorship of Charlie McGillis and Chris Schmidt, who guided me in strategic thinking and proactive business approaches.
What’s the best career advice you’ve ever received?
Always make sure you’re providing your client value in every interaction
What advice would you give to young women entering your industry?
Make sure to create your brand with your customers, it’s a key to success
What are the biggest challenges or opportunities in your field right now?
When clients have better limitations, they have a bad, impression of the product, but through understanding the problem and the main goals, taking steps to right wrongs
What values are most important to you in your work and personal life?
The values most important to me are mentorship and giving back, which I practice through regular office hours to guide and support others.
Locations
San Francisco, California
300 Park Avenue, San Jose, CA, 95110