Compensation: Competitive base + commissions + equity
Role Summary
As a Solutions Consultant, you will spearhead pre-sale discovery into prospective clients' accounting processes, translating our AI capabilities into production-ready architectures. We are looking for someone who bridges the gap between technical AI-driven automation and the strict real-world realities of closing the books.
The ideal candidate has practical experience working in accounting operations—such as a former Controller, Accounting Manager, or Senior GL Accountant—who has successfully transitioned into a customer-facing pre-sales, solutions, or implementation role within finance tech. You speak the language of finance because you've lived it, and you master the tech because you deliver it.
- Accelerate Growth: Boost win rates and speed up sales cycles.
- Build Trust: Secure executive-level buy-in with complex purchasing committees.
- Deliver Value: Lead tailored product demonstrations mapped directly to business results.
- Overcome Hurdles: Minimize late-stage technical and accounting pushback.
- Shape the Product: Form strong feedback loops with Product and GTM leadership teams.
Core Competencies
- Executive Presence: Instantly command respect and credibility with CFOs and Controllers.
- Deep Empathy: Relate to the everyday pressures of accounting teams.
- Analytical Problem Solving: Architect seamless solutions by diagnosing intricate workflows.
- Agile Learning: Quickly adapt to fast-moving AI finance technology and market shifts.
- Ownership: Take the initiative to build scaling processes from scratch.
- Flexibility: Thrive in a dynamic, high-growth environment without relying on strict scripts.
Qualifications & Experience
- Minimum 4 years of accounting background (through industry, audit, or advisory).
- At least 2 years in customer-facing finance software roles like pre-sales, solutions consulting, or implementation.
- Hands-on operational experience with ERP platforms, month-end closes, account reconciliations, and revenue recognition.
Preferred Signals:
- Active CPA or a robust auditing foundation.
- Past pre-sales experience with finance SaaS or ERP software.
- A track record of being the primary technical authority on deals.
- Confidence presenting directly to financial leadership (CFOs, Controllers).
- A history of directly driving and influencing deal closures.
- Consistent career trajectory and strong professional tenure.
Perks & Why Join?
- Tangible Impact: Help customers cut their month-end close time from 11 days down to 3 days.
- Visionary Leadership: Work alongside a CRO who is a 4x founding Office-to-the-CFO GTM leader.
- Venture Backing: Backed by top-tier industry leaders from Ramp, MongoDB, Zuora, and the Big Four.
- Product Impact: Directly influence the product roadmap, strategy, and GTM playbooks.
- Seamless Integration: Offer an ERP-agnostic platform with zero migration or rip-and-replace required.
- In-House Expertise: Collaborate with a business development team that includes multiple CPAs and former accountants.