Accounting Solutions Consultant
Leads customer onboarding and deployment for an AI-native ERP, translating accounting workflows into practical solutions and coordinating data migration, integrations, training, and adoption. Requires 4–7 years in accounting, audit, advisory, or customer-facing work, strong finance knowledge, and excellent project and stakeholder management.
About the job
Responsibilities
- Lead key parts of customer onboarding and deployment, ensuring a smooth and timely implementation experience.
- Partner with Product, Engineering, and Customer Success to execute implementation plans and solve customer problems.
- Analyze client accounting and finance workflows and translate needs into clear requirements and practical solutions.
- Guide customers through onboarding, training, change management, and adoption.
- Support data migration, reconciliations, systems setup, and integration coordination.
- Track milestones, drive follow-through, and align internal and external stakeholders.
- Identify risks, escalate issues, and help keep customer launches on track.
- Build trusted customer relationships through responsive, thoughtful, solutions-oriented support.
- Maintain clear documentation and provide regular status updates.
Requirements
- 4–7 years of experience in accounting, audit, advisory, or related customer-facing roles.
- Strong accounting foundation, including close, reconciliations, revenue recognition (ASC 606), and core finance workflows.
- Excellent communication skills and confidence working with customers and senior stakeholders.
- Systems-minded, organized, and eager to learn implementation work.
- Strong project management skills and the ability to manage multiple workstreams.
- Comfortable in a fast-paced environment while maintaining attention to detail.
- Experience working cross-functionally with technical and non-technical teams.
Nice to Have
- Experience in Big Four accounting, SaaS, or a technology company.
- Formal ERP implementation experience.
Compensation and Benefits
- Competitive pay and meaningful equity.
- Medical and dental coverage, including up to 100% of employee premiums and 90% of dependent premiums.
- 401(k), flexible PTO, nine company-wide holidays, and paid parental leave for eligible employees.
Skills
Accounting, Erp Implementation, Customer Onboarding, Project Management, Data Migration, Reconciliations, Revenue Recognition, ASC 606, Change Management, Systems Integration
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