Director of Strategic Solutions

Overview

The organization is seeking a Director of Strategic Solutions to serve as a subject matter expert in indirect tax and compliance. This is a strategic, cross-functional role with a primary focus on partnerships, while also supporting strategic sales motions and product development beyond accounting.

The position bridges Product, Sales, and Partnerships by translating practitioner and customer pain points into product requirements, bringing technical credibility to enterprise and emerging-vertical conversations, and ensuring accountants, controllers, and finance teams contribute to the roadmap.

Responsibilities

• Serve as the subject matter expert for product requirements for the accounting profession, translating real-world compliance workflows and practitioner pain points into clear, actionable requirements in collaboration with the product team.
• Act as the conduit between Product and Sales/Partnerships by joining calls and providing practitioner-level credibility to conversations with larger enterprise prospects and emerging verticals.
• Represent user and partner needs in product planning by surfacing real-world indirect tax scenarios, edge cases, and unmet needs from accountants, firms, and enterprise customers.
• Drive market development for accounting-facing and enterprise solutions by identifying new customer segments, market opportunities, and areas for expansion within and beyond the profession.
• Partner cross-functionally with Product, Engineering, Sales, Partnerships, and Marketing to align requirements and tool development with go-to-market execution.
• Support Sales and strategic partners/enterprise prospects with deep accounting and indirect tax expertise during complex evaluations and strategic conversations.
• Represent the organization at industry and accounting community events to gather requirements input from the field and build market presence.
• Participate in public speaking opportunities.
• Support the sales team during strategic sales opportunities, including large enterprise and new-vertical deals, with solution selling.
• Contribute to multiple strategic initiatives that support the business more broadly.

Requirements

• 8+ years of experience in accounting or indirect tax advisory, ideally including experience defining product requirements or implementing tax solutions.
• Background as a practicing accountant or indirect tax advisor, with firsthand experience navigating sales tax, VAT, GST, or multi-jurisdiction compliance.
• Experience translating practitioner workflows into product requirements or tools at a technology or SaaS company.
• Strong analytical skills, with the ability to translate market and practitioner insight into clear, buildable requirements.
• Comfort operating as a strategic, technical resource in sales and partner conversations.
• Excellent communication skills, able to represent complex indirect tax concepts to practitioners and internal cross-functional teams.
• Strategic mindset with the willingness to be hands-on in defining detailed requirements in a fast-paced, cross-functional environment.
• Self-starter mindset with high ownership over ambiguous, evolving initiatives.

Preferred Qualifications

• Direct experience at an accounting or advisory firm (Big 4, regional, or boutique) specializing in indirect tax.
• Prior experience as a product manager, business analyst, or requirements lead building tools for accountants or finance professionals.
• Familiarity with indirect tax regimes across multiple jurisdictions: U.S. sales/use tax, VAT, GST, and beyond.
• Experience supporting enterprise or strategic sales cycles outside the accounting channel (e.g., in-house tax/finance teams, marketplaces, or other regulated verticals).

Compensation & Benefits

• Competitive salary and equity (equity details not further specified in the posting)
• Compensation Range: $170K - $205K
• Full medical, dental, and vision coverage
• Wellness perks (Headspace and the Peloton One App)
• 401(k)
• Lunch and snacks when in the office
• Regular team offsites and company events as the organization grows

Location

Primarily based in SF and NY offices, with remote hiring in some cases.