Customer Sales Engineer
Customer-facing technical expert supporting Account Managers on renewals and upsells. Partners on POCs, security assessments, and RFPs to drive expansion within existing customer base.
Accounting Solutions Consultant
Leads technical demos of AI agents for accounting workflows, serves as finance expert handling compliance and due diligence questions, and partners with sales on enterprise deals. Requires 3+ years in accounting/finance and strong communication skills.
100k – 225kNew York, NYSales EngineeringOnsite3+ YOE
About the role
Responsibilities
- Lead value-based demos showing prospects how AI agents transform month-end close, reconciliations, audit, and tax workflows.
- Serve as finance expert to field questions on technical accounting, compliance, and integrations.
- Own security and IT questionnaires and guide prospects through technical due diligence.
- Drive technical qualification by identifying best opportunities and running structured evaluations.
- Partner with Account Executives on strategy for complex cycles and enterprise deals.
- Ensure smooth handoffs to post-sales teams through clear knowledge transfer.
- Stay current on accounting practices, industry trends, and competitive landscape.
Requirements
- 3+ years in accounting, corporate finance, FP&A, investment banking, or Private Equity.
- Process-oriented: Break down complex problems into clear, repeatable steps.
- Strong communicator: Explain technical concepts to executives and accounting teams.
- First principles reasoner: Question assumptions and apply lessons to new solutions.
- Company-builder: Excited to build foundations as we rapidly scale.
- All-in: Ready for high velocity, high responsibility environment.
- Office lover: Prefers in-person collaboration in NYC office.
Nice-to-Haves
- Early stage startup experience.
- Hands-on experience with accounting software (QuickBooks, Xero, NetSuite, Bill.com, Ramp, etc.).
What Success Looks Like
- Startup mindset: Excited about ambiguity and rapid growth.
- All-in: Not a 9-5 role; optimizing for high velocity.
Skills
QuickbooksXeroNetSuiteBill.ComRampTechnical AccountingComplianceIntegrationsSecurityIt Questionnaires
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