Forward Deployed Accountant

Overview

This role is for a Forward Deployed Accountant based in San Francisco, CA, with remote work options. The position involves driving adoption, expansion, and technical success for an AI-powered accounting transformation product line. The focus is on deploying AI Agents to automate accounting workflows, resolving technical challenges, and ensuring measurable ROI through automation.

Note: Visa sponsorship is not available for this position.

Responsibilities

• Build and deploy AI Agents that automate low to medium-complexity accounting workflows for corporate accounting teams.
• Enable corporate accounting teams to build and deploy AI Agents through training, workshops, and guided sessions.
• Lead enablement sessions and coaching to accelerate adoption and help users design, deploy, and maintain AI Agents.
• Perform basic troubleshooting of Agent configurations and coordinate escalation with technical resources.
• Support product improvement by sharing customer feedback and participating in feature testing.
• Guide partner-led implementations and ensure adherence to delivery guidelines.
• Travel up to 30% to customer sites for deployment and training.
• Lead internal enablement sessions to train team members on Agent-building tools.

Qualifications

• 2–4+ years of experience in accounting, audit, or accounting operations.
• Strong background in accounting; CPA preferred.
• Familiarity with workflow automation, system optimization, or technology-enabled accounting.
• Understanding of data-flow, API, and integration concepts.
• Excellent communication skills for training and workshops.
• Ability to break down complex accounting processes into structured automation steps.
• Strong organizational skills.
• Willingness to travel.

Preferred Qualifications

• CPA certification or degree in Accounting or Finance.
• Experience in Professional Services, Finance Transformation, or Process Optimization.
• Experience with ERP systems such as NetSuite, Intacct, or Microsoft Dynamics.
• Familiarity with AI/automation platforms like LLM agents or RPA tools.
• Previous roles such as Forward Deployed Engineer or Resident Consultant.
• Experience with SQL reporting and API integrations.
• Strong business acumen to translate accounting requirements into technical workflows.
• Background in SaaS platforms for finance transformation.

Compensation & Benefits

• Base pay range: $89,600 - $134,400, plus eligibility for commission.
• Benefits include Medical, Dental, Vision, Family Forming benefits, Life & Disability Insurance, and Unlimited Vacation.

Location

• San Francisco, CA (Remote work available)
• Up to 30% travel to customer sites required