Financial Technology Consultant (Product & Accounting Focus)

Topkey; Austin (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Work that matters

Own real outcomes

Work alongside product & founders

Job summary

A financial automation company in Austin is seeking an experienced Customer Success Manager to guide new customers through implementation and training of their platform. The ideal candidate has 2 to 5 years in a finance or startup environment, with strong accounting fundamentals and excellent communication skills. This role is pivotal for improving client outcomes and driving product adoption in the rapidly growing vacation rental market.

Qualifications

• 2 to 5 years of experience in a fast‑paced startup or finance team.
• Strong grasp of accounting fundamentals, particularly AP and reconciliation.
• Excellent written and verbal communication skills.

Responsibilities

• Guide new customers through implementation and training.
• Help operators translate accounting workflows into the system.
• Serve as a strategic partner for high-value customers.

Skills

Accounting fundamentals

Consulting

Customer onboarding

SaaS product knowledge

Education

Bachelor's degree in Finance or related field

Tools

QuickBooks

Sage Intacct

NetSuite

Job description

About Topkey

Topkey is the leading financial automation platform built specifically for vacation rental managers. Integrating directly into your PMS and accounting software, Topkey provides a single, unified system that automates expenses, bookkeeping, receipts, banking*, corporate cards, AP/bill pay, and more.

Topkey partners with numerous vacation rental property managers to increase profitability by eliminating cash leakage and automating time‑consuming financial workflows. As the only expense platform in the property management industry with direct integrations to Visa, American Express, and Mastercard, Topkey delivers unmatched accuracy, flexibility, and confidence over your expenses. See what our customers say about using Topkey at topkey.io/customers.

We’re backed by top‑tier investors like Felicis Ventures, Andreessen Horowitz (a16z), and Y Conan. Topkey is recognized as one of the top emerging vertical startups, and our trajectory is steep. We’re looking for driven individuals to join our team and help shape the future of financial infrastructure in the $110 billion hospitality market.

Why You Should Join Topkey

• Work That Matters: You’ll be at the heart of helping customers implement, adopt, and fully leverage our platform to run their financial operations. Your work will directly influence product quality and customer outcomes.
• Own real outcomes: You’ll work directly with operators to implement Topkey, solve accounting and workflow issues, and guide them through best practices. This is a strategic, high‑leverage role focused on execution, not escalation.
• Work Alongside Product & Founders: You’ll work directly with our Head of Technology Consulting and work closely with engineering to shape how we scale. You’ll play a major role in influencing the future of our product. You will also work closely with a number of key members of the team who helped successfully scale other financial and hospitality companies like Brex and Airbnb.
• Join a Rocket Ship: We are growing rapidly, and this trend is not slowing down as we establish a strong product‑market fit and your work will be crucial in ensuring we keep the high standard we have set on providing the best customer experience in the industry.

Role Overview

We’re looking for someone with accounting and product experience to work directly with our customers as they adopt and scale on Topkey. You’ll help operators get set up, solve real financial workflows, and make sure they’re getting the most out of the platform. You’ll work closely with the founders, engineers, and our Head of Technology Consulting to improve the product and shape how we grow.

What You’ll Do

• Guide new customers through implementation, setup, and training.
• Help operators translate accounting workflows into Topkey’s system.
• Troubleshoot issues and surface feedback to engineering.
• Schedule recurring meetings with key customers to drive usage and adoption.
• Track customer health and proactively flag issues before they escape.
• Serve as a strategic partner for high‑value customers.

Who We’re Looking For

We’re looking for someone with both technical depth and great people instincts. You’ll need to be fluent in how financial operations work and able to translate that into practical outcomes for users. You’re comfortable bridging gaps between accounting teams, property operators, and software engineers. You know how to ask the right questions, identify root causes, and influence product decisions through insight, not volume.

You May Have Experience In

• SaaS onboarding or implementation
• Accounting or ERP systems
• Fintech, vertical SaaS, or proptech
• Client enablement, solutions consulting, or customer onboarding

Qualifications

• 2 to 5 years of experience working in a fast‑paced startup or finance team where you’ve been hands‑on with the numbers and consulting.
• Strong grasp of accounting fundamentals, particularly AP, reconciliation, and reporting.
• Experience working cross‑functionally with product and engineering teams.
• Highly organized and able to manage multiple accounts and priorities.
• Excellent written and verbal communication skills.
• Based in or willing to relocate to Nashville, TN.

Preferred Experience

• CPA or equivalent accounting certification.
• Hands‑on experience with ERP software such as QuickBooks, Sage Intacct, NetSuite, or Microsoft Dynamics.
• Familiarity with ASC 606 and SaaS revenue recognition principles.
• Prior experience leading ERP or accounting system implementations.
• Background in an early‑stage startup environment where you’ve helped build processes from the ground up.
• Customer‑facing experience in a B2B SaaS environment focused on product adoption or technical enablement.

Nice to Haves

• Experience in either SaaS or fintech.
• Experience in the vacation rental, hotel, or property management industry.
• Experience working in a startup environment.

Even if you don’t meet 100% of the above qualifications, you should still seriously consider applying. Research shows that you may still be considered for a role if you meet just half of the requirements.

Topkey is a financial technology company and is not a bank. Banking services provided by Thread Bank; Member FDIC.