Accounting Solutions Expert

Overview

An organization specializing in next-generation accounting systems and financial workflow automation for retail and consumer brands is seeking an Accounting Solutions Expert. The platform enables companies to close their books daily with guaranteed accuracy by leveraging AI to automate reconciliation from each transaction to the bank. This role bridges the AI-powered order-to-cash reconciliation platform and the finance teams who use it.

Responsibilities

• Serve as the subject matter expert on order-to-cash, cash application, accounts receivable, and reconciliation processes and best practices.
• Partner with Sales during the pre-sales cycle by joining demos and discovery calls to answer technical and operational accounting questions.
• Help prospects map their current-state processes to the platform.
• Lead or support customer onboarding by understanding clients' existing reconciliation workflows, chart of accounts, and AR systems, and configure the platform accordingly.
• Translate complex accounting concepts into clear, practical guidance for customers and internal teams.
• Act as a trusted advisor to customers' accounting and finance teams throughout onboarding and ongoing use to ensure full value from the platform.
• Collaborate closely with Product and Engineering teams to relay customer feedback, identify gaps, and help shape the product roadmap based on practitioner needs.
• Develop internal enablement content, playbooks, and training materials reflecting real-world accounting scenarios.
• Provide guidance to product and engineering teams on technical customer product requests and challenges to inform roadmapping.

Requirements

• Bachelor's Degree in Accounting or Finance.
• Minimum of 3 years of accounting experience, ideally including a combination of Big 4 and industry experience.
• Familiarity with ERP systems such as NetSuite, QuickBooks, or Xero, and finance/accounting workflows.
• Experience with complex workflow automation and reconciliation.
• Strong interpersonal skills with a passion for teaching and collaborating.
• Ability to manage multiple tasks, prioritize issues, and meet deadlines.
• Ability to work independently and as part of a team to create customer solutions.
• E-commerce experience is a plus.

Compensation & Benefits

• Base salary range: $85,000 to $100,000 depending on experience.
• Comprehensive healthcare coverage including medical, dental, and vision.
• Remote-first work environment with flexible working hours.
• Open leave policy.

Location

Remote-first position with flexible working hours.