Customer Excellence Solutions Architect

rillet.com; San Francisco (CA); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Equity

Benefits package

Team events

Job summary

Rillet is seeking a driven Solution Consultant to own the sales-to-implementation handoff, collaborating with Sales, Solution Consulting, and Implementation to align scope, requirements, and commitments before kickoff.

You will create standardized handoff materials, run retros, build sandboxes and demos with realistic data, support prospects through sandbox evaluations, gather requirements, scope integrations, and lead RFP responses end-to-end.

Qualifications

• Experience in solution consulting, solution architecture, or implementation.
• Experience with accounting or financial software such as NetSuite or Workday.
• Comfortable working with prospects, demoing a product, and serving as a technical subject-matter expert.
• Able to gather customer requirements, scope solutions, and connect business needs to product capabilities.
• Able to explain technical concepts clearly and work across customer-facing and technical teams.
• Someone who takes initiative, seeks feedback, and follows through on closing gaps between teams.

Responsibilities

• Own the sales-to-Implementation handoff, working across Sales, Solution Consulting, and Implementation to ensure scope, customer requirements, and commitments are clearly communicated before kickoff.
• Create standardized processes and handoff materials that make it easier to capture key sales conversations, decisions, and open questions.
• Run retros and collect feedback to identify gaps and improve the sales-to-implementation experience.
• Build and maintain sandboxes and demo environments using reusable templates, realistic data, and workflows tailored to customer and internal requirements.
• Support sales conversations, demo Rillet, and guide prospects through sandbox evaluations and Q&A as a product expert.
• Gather customer requirements and help scope workflows, data needs, integrations, and configuration, considering what implementation will require.
• Own RFPs from start to finish, including responses, deadlines, supporting data, and coordination with subject-matter experts.

Skills

Solution consulting

Solution architecture

Implementation

Prospect demos

Technical SME

Requirements gathering

Clear communication

Initiative & collaboration

Tools

NetSuite

Workday

Job description

WHAT WE DO

Rillet serves accounting and finance teams, the financial brains of their companies. Our job is to help them run the numbers with impossible speed, accuracy, and insight.

Rillet is the Agentic ERP built for modern finance teams. We help companies automate the most critical parts of finance, from closing the books and recognizing revenue to consolidating entities and reporting to investors. More than 600 companies run on Rillet, including Mercor, Scribe, and Function Health, and we partner with leading accounting firms including EY and KPMG.

We’re building in one of the largest software markets in the world, with the momentum to match. Rillet has raised more than $200M, is valued at $1B, and is backed by Sequoia, a16z, ICONIQ, Bain Capital Ventures, Oak HC/FT, and other leading investors. We’re using that backing to build the financial infrastructure for the next generation of companies and help every business run its numbers at the speed of AI.

WHO WE ARE

Rillet’s pace is not for everyone. Intelligence is table stakes. To succeed here, you need extreme speed, agency, and flexibility.

The people who thrive at Rillet do not wait for assignments. They internalize the mission, design a strategy, and bring back results that are better, faster, and more creative than a manager could have asked for.

Our work revolves around our customers. The people who succeed here are energized by delivering what matters most, even when it was not part of the original plan.

Rillet is built on deep accounting expertise, and it takes people from many disciplines to build a category-defining company. You do not need to be an accountant to thrive here. You do need to care deeply about the problems we solve and the impact our customers can create. Together, we combine the precision of accounting with the speed, creativity, and ambition of AI-native software to power the financial core of the world’s fastest-growing companies while redefining what finance teams should expect from their software.

What You'll Do

• Own the sales-to-Implementation handoff, working across Sales, Solution Consulting, and Implementation to ensure scope, customer requirements, and commitments are clearly communicated before kickoff.
• Create standardized processes and handoff materials that make it easier to capture key sales conversations, decisions, and open questions.
• Run retros and collect feedback to identify gaps and improve the sales-to-implementation experience.
• Build and maintain sandboxes and demo environments using reusable templates, realistic data, and workflows tailored to customer and internal requirements.
• Support sales conversations, demo Rillet, and guide prospects through sandbox evaluations and Q&A as a product expert.
• Gather customer requirements and help scope workflows, data needs, integrations, and configuration, considering what implementation will require.
• Own RFPs from start to finish, including responses, deadlines, supporting data, and coordination with subject-matter experts.

How Your Work Will Translate

• Smoother customer kickoffs with clearer expectations and fewer implementation surprises.
• Relevant demos and evaluations that help prospects understand how Rillet fits their needs.
• Faster, more accurate RFP responses with less repeated effort.
• Continuous improvements informed by feedback from sales cycles and implementations.

Who We're Looking For

• Experience in solution consulting, solution architecture, or implementation
• Experience with accounting or financial software such as NetSuite or Workday.
• Comfortable working with prospects, demoing a product, and serving as a technical subject-matter expert.
• Able to gather customer requirements, scope solutions, and connect business needs to product capabilities.
• Able to explain technical concepts clearly and work across customer-facing and technical teams.
• Someone who takes initiative, seeks feedback, and follows through on closing gaps between teams.
• Able to explain technical concepts clearly and work across customer-facing and technical teams.
• Someone who takes initiative, seeks feedback, and follows through on closing gaps between teams.

The expected base salary range for this role is $110,000–$140,000 in New York City and San Francisco. Final compensation within this range will depend on factors including skills, experience, qualifications, and the scope of the role. This role is also eligible for equity and benefits.

Note: All official Rillet recruiting communications will come from an @rillet.com http://rillet.com email address. If you’re contacted from another domain, please disregard the message and report it as spam.

LIFE AT RILLET

• Grow with us. Take meaningful ownership, expand your scope, and make an impact as Rillet scales.
• Competitive pay and meaningful equity. Be rewarded for the value you help create.
• Benefits that support you. We offer competitive benefits designed to support your health, wellbeing, time away from work, family, and long-term financial goals.
• Better together. We value collaboration, connection, and spending meaningful time together as a team. We regularly create opportunities to connect through team meals, events, and company gatherings.