Leads customer onboarding and implementation for AI-native ERP platform, analyzing finance workflows, guiding data migration and integrations, and ensuring smooth adoption for accounting teams. Requires 4-7 years in accounting/audit with strong project management and communication skills.
Salary not listed
Hybrid4+ YOESales Engineering
About the role
What You'll Do
Lead key parts of customer onboarding and deployment, helping ensure a smooth and timely implementation experience
Partner with internal teams across Product, Engineering, and Customer Success to execute implementation plans and solve customer problems quickly
Learn and analyze client accounting and finance workflows, then translate those 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 keep internal and external stakeholders aligned throughout the onboarding process
Identify risks early, escalate issues quickly, and help keep customer launches on track
Build trust with customers by being responsive, thoughtful, and solutions-oriented
Maintain clear documentation and provide regular status updates to customers and internal stakeholders
Who We're Looking For
4-7 years of experience in accounting, audit, advisory, or related customer-facing roles
Strong accounting foundation, with the ability to speak credibly about close, reconciliations, revenue recognition (ASC 606), and core finance workflows
Excellent communication skills and the presence to work directly with customers and senior stakeholders
Systems-minded and excited to learn implementation work, even if you have not formally held an implementation title before
Strong organizational and project management skills, with the ability to manage multiple workstreams at once
Comfortable operating in a fast-paced environment while maintaining high attention to detail
Experience working cross-functionally with technical and non-technical teams
Experience in Big 4, SaaS or at a technology company is a plus
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