Julie Schilz leads Wipfli’s Sage Intacct support desk, assisting with both client-facing projects and internal processes. Her professional passion is connecting with clients to refine processes and develop strategic reports that build off the strong foundation of a successful system implementation. Her work includes developing relevant client-facing educational content while also paving the way for more repeatable and effective internal processes. Julie has nearly two decades experience working with various finance, accounting and operating systems (F&OS) providing customer success management, client support, change management and process design. Julie has experience with tribal governments, nonprofits, service, staffing and manufacturing industries.
- Ongoing client support and customer success management
- Wipfli digital portal and knowledge base management
- Client webinar production and presentation (5+ per year)
- Business process and technology assessments
- Project Management of business solutions implementations
- Internal system implementation and process design for client support
- New associate training for F&OS consultants
- Project Management Institute – Member
- Certified Sage Intacct Implementation Specialist
- Intacct Premier Partner and Intacct President’s Club
- Bachelor of Science in human resource development
- Leadership minor and business administration minor
- Master of Business Administration





