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About the Role

This role involves collaborating with account executives to manage complex deal cycles, conducting technical discovery calls, and designing tailored demos. You will oversee technical proof-of-concept processes, configure products based on customer workflows, and tune AI systems. Additionally, you will develop implementation scoping documents, work with engineering on integrations, and provide ongoing support and maintenance for deployed solutions.

Responsibilities

Collaborate with account executives to manage complex deal cycles involving multiple stakeholders.
Conduct customer-facing activities such as technical discovery calls.
Design and present tailored demos based on customer and business needs.
Oversee and execute technical proof-of-concept (POC) processes.
Design and configure the company’s products based on customers' accounting workflows.
Configure and tune AI systems within the platform.
Develop implementation scoping documents for each customer that launches with the platform.
Work with the engineering team to build out integrations for different transaction systems such as revenue, billing, accounts payable, etc.
Troubleshoot, debug, fix, and upgrade software to ensure reliable and robust performance in production environments.
Provide ongoing support and maintenance for deployed solutions.

Requirements

3+ years of experience in public accounting as a staff accountant, accounting manager, or controller.
Strong knowledge of US GAAP accounting principles.
Extensive experience with Excel, Google Sheets, and other spreadsheet software.
Strong knowledge of basic accounting procedures and principles.
Excellent communication (written and verbal), interpersonal, and consultative skills.
Well organized and able to multitask and execute multiple implementations simultaneously.
Highly energetic, positive, and passionate team player with strong interpersonal skills and a collaborative orientation.
Attention to detail and ability to make decisions quickly.

Experience Level

3+ years of experience

Education Level

Bachelor’s degree in Accounting or Finance

About the Company

The client is transforming enterprise accounting through powerful integrations, intuitive design, and AI-driven automation.
The company's mission is to streamline and automate accounting processes, enabling teams to focus on strategic, high-impact work.
The team is led by top engineers and finance professionals from companies such as Robinhood, Bolt, EY, Facebook, Twitter, Netflix, Amazon, Google, Airbnb, Rubrik, and more.
The company is backed by leading Silicon Valley investors, having raised the largest seed round in its category with support from top-tier VCs such as Kleiner Perkins and Audacious Ventures.
Funding has enabled the launch of a fully operational product and the onboarding of several major customers.