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Accounting Solutions Consultant

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.

San Francisco, CANew York, NYSales EngineeringHybrid4+ YOE

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

Skills

ASC 606Revenue RecognitionReconciliationsErp ImplementationsData MigrationProject ManagementAccounting WorkflowsChange ManagementSystems IntegrationCustomer Onboarding

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