AI-Powered ERP Onboarding Specialist

Rillet; San Francisco (CA); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical and dental coverage

Equity

Hybrid-first

Flexible PTO

Paid parental leave

Job summary

Rillet is seeking an Accounting Solutions Consultant to join our team and lead onboarding for new customers. You will work with Product, Engineering, and Customer Success to tailor implementation plans and ensure rapid, accurate deployments of our AI-native ERP for finance teams.

Ideal candidates have 4–7 years in accounting or related customer-facing roles, strong communication, and the ability to translate financial workflows into practical software solutions.

Qualifications

• 4-7 years of experience in accounting, audit, advisory, or related customer-facing roles.
• Strong accounting foundation, with the ability to speak credibly about close, reconciliations, revenue recognition (ASC 606), and core finance workflows.
• Excellent communication skills and the presence to work directly with customers and senior stakeholders.
• Systems-minded and excited to learn implementation work, even if you have not formally held an implementation title before.
• Strong organizational and project management skills, with the ability to manage multiple workstreams at once.
• Experience working cross-functionally with technical and non-technical teams.
• Experience in Big 4, SaaS or at a technology company is a plus.

Responsibilities

• Lead key parts of customer onboarding and deployment, helping ensure a smooth and timely implementation experience.
• Partner with internal teams across Product, Engineering, and Customer Success to execute implementation plans and solve customer problems quickly.
• Learn and analyze client accounting and finance workflows, then translate those needs into clear requirements and practical solutions.
• Guide customers through onboarding, training, change management, and adoption.
• Support data migration, reconciliations, systems setup, and integration coordination.
• Track milestones, drive follow-through, and keep internal and external stakeholders aligned throughout the onboarding process.
• Identify risks early, escape issues quickly, and help keep customer launches on track.
• Build trust with customers by being responsive, thoughtful, and solutions-oriented.
• Maintain clear documentation and provide regular status updates to customers and internal stakeholders.

Skills

Communication skills

Project management

Cross-functional collaboration

Attention to detail

Customer-facing

Job description

Rillet is seeking an Accounting Solutions Consultant to join our team and lead onboarding for new customers. You will work with Product, Engineering, and Customer Success to tailor implementation plans and ensure rapid, accurate deployments of our AI-native ERP for finance teams.

Ideal candidates have 4–7 years in accounting or related customer-facing roles, strong communication, and the ability to translate financial workflows into practical software solutions.