Technical Account Consultant (Payroll & Finance)

Overview

This role involves serving as a Technical Account Consultant focused on finance and payroll operations within a SaaS environment. The position requires direct, hands-on engagement with customers to provide expert guidance on payroll, time and attendance, time off, and related financial products. The consultant will build trusted relationships with customer administrators, advocate for their needs, and collaborate with internal teams to influence product development.

Responsibilities

• Provide 3-4 hours of daily direct customer support calls, offering technical assistance and strategic advice on payroll and financial products.
• Develop deep expertise in payroll, time and attendance, time off, and accounting integrations to solve complex problems.
• Drive adoption of key product features by consulting clients on best practices and integration into their business operations.
• Manage customer engagements to ensure clients feel supported and confident using the platform.
• Advocate for customer needs by collaborating with product and engineering teams to influence the product roadmap.

Requirements

• Minimum 3 years of SaaS experience in customer-facing roles such as account management, consulting, or technical support.
• Strong communication skills with the ability to clearly explain complex technical and financial scenarios both verbally and in writing.
• Excellent prioritization and time management skills, capable of managing multiple tasks effectively.
• Passion for customer and colleague success.
• Strong attention to detail and problem-solving abilities.

Preferred Qualifications

• Experience in payroll or HR technology, including managing or implementing payroll, time and attendance, or financial systems.
• Experience providing hands-on technical support in a fast-paced environment.

Compensation & Benefits

• Competitive salary, benefits, and equity.
• Salary ranges for US-based employees are location-dependent:
  • $80,000 - $94,000 USD per year (US Tier 2)
  • $75,000 - $89,000 USD per year (US Tier 3)
• Compensation considers professional background, experience, and location; final offers may vary.

Additional Information

• The employer is an equal opportunity organization committed to diversity and inclusion.
• Reasonable accommodations are provided for candidates with disabilities during the hiring process.
• Employees living within a defined radius of an office are expected to work onsite at least three days per week.
• Candidates located in the greater San Francisco Bay Area or New York City Metropolitan Area are not currently being considered for this role.

Location

• United States (excluding greater San Francisco Bay Area and New York City Metropolitan Area)