Solutions Consultant Lead

DualEntry; New York (NY); Presencial; USD 180 000 - 235 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Equity

Health insurance

401(k)

Relocation support

Flexible PTO

Language learning budget

Resumo da oferta

DualEntry is seeking a Principal Solutions Consultant in New York to translate complex accounting workflows into clear product solutions for CFOs and Controllers. You’ll lead discovery calls, tailor demos to prospect data, and own integrations, data migrations, and security concerns.

You’ll also build PoCs and collaborate with Product to shape the roadmap. Ideal candidates have 2+ years in Solutions Consulting or related roles, a strong accounting foundation, and hands-on experience with ERP

Qualificações

• Hardcore work ethic and high agency.
• Deep accounting ops knowledge across close, journal entries, approvals, reconciliations, reporting.
• Experience with CFO systems stack (ERP, billing, payroll, FP&A, BI) and mapping workflows.

Responsabilidades

• Translate accounting workflows into product solutions for CFOs and Controllers.
• Lead discovery calls to diagnose pain points in close process, ERP limitations, and integration requirements.
• Run product demos tailored to each prospect’s workflows, data, and success criteria.
• Own technical objections across integrations, data migrations, security, and reporting.
• Build proof-of-concepts and demo environments for different verticals.
• Partner with Product and Engineering to prioritize the roadmap with customer insights.
• Create and standardize demo assets, playbooks, and technical collateral.

Conhecimentos

Solutions Consulting

Accounting knowledge

ERP systems

Data analysis

SQL

Ferramentas

NetSuite

SAP

Oracle

Workday

QuickBooks

Descrição da oferta de emprego

Where You'll Create Impact

• Exceptional accounting foundation: you’ve worked in audit/public accounting and/or in-house finance at a tech or high-growth company

• Serve as DualEntry's Principal Solutions Consultant, translating complex accounting workflows into clear product solutions for CFOs and Controllers
• Lead discovery calls to diagnose prospect pain points in close process, ERP limitations, and integration requirements
• Run product demos tailored to each prospect’s workflows, data, and success criteria (expertise in ASC 606 is a plus)
• Own technical objections across integrations, data migration, security, and reporting
• Build proof-of-concepts and demo environments for different verticals
• Partner with Product and Engineering to prioritize the roadmap with customer insights
• Create and standardize demo assets, playbooks, and technical collateral to train future hires

What Sets You Up for Success

• Hardcore work ethic and high agency
• Exceptional accounting foundation: you’ve worked in audit/public accounting and/or in-house finance at a tech or high-growth company
• You understand accounting ops end-to-end: close, journal entries, approvals, reconciliations, multi-entity, reporting, controls, etc.
• Depth in multiple complex accounting areas (e.g., revenue recognition, inventory, FX, leases, consolidation)
• You’ve spent time in the CFO systems stack (ERP, billing, payroll, banking, AP/AR, FP&A, BI) and you can map workflows across tools
• Comfortable in technical conversations: integrations, APIs, data imports/migrations, security, architecture trade-offs (SQL or data/ETL experience is a plus)
• 2+ years of experience in Solutions Consulting or an adjacent customer facing role

Nice To Have

• CPA
• Hands-on experience with NetSuite, SAP, Oracle, Workday, QuickBooks Enterprise migrations
• Familiarity with data transformation, ETL, modeling, SQL
• Experience designing API integrations or working with middleware tools
• Prior leadership / mentorship experience building Solutions or Implementation teams

Why You’ll Thrive Here

• Significant equity ownership in one of the top AI companies in the world
• You’re joining early and will grow with DualEntry
• Your feedback shapes the product directly
• High-speed, high-trust environment with high expectations

Meet the Sales Team

• David Ryan has closed 160% of his quota in his first quarter and got promoted to a Sales Manager
• Sam Bush closed his first deal in 28 days since his start date
• Wyatt Myers has been building our West Coast presence by organizing events for finance leaders, most recently a poker night that turned attendees into channel partners and warm intros
• Andy Head of Product - under his leadership the team shipped 29 projects, 325+ features in a single cycle, rebuilt bank connections and reporting infrastructure, and launched an AI accounting copilot. Kicked off DualEntry's Ctrl+AI series, walking the company through how we think about building AI-native workflows

Compensation & Benefits

• Equity: $50,000 - $70,000
• Base Salary: $180,000 - $235,000
• Commission: $30,000 - $60,000 (uncapped)
• Medical, dental & vision insurance
• One Medical membership
• Mental health support (Talkspace)
• Fertility & family-building support (Kindbody)
• Virtual healthcare (Teladoc Health)

• 401(k) benefits
• Commuter benefits

• Learning & development budget for courses, certifications & language learning
• Unlimited AI tokens
• AI skills development & enablement

• Visa & permanent residence sponsorship
• Relocation support for employees moving to New York
• Flexible PTO (27 days, including public holidays)

• Collaborative, in-office culture with no bureaucracy
• Snacks, drinks, team events & more

David Ryan , Sales Manager at DualEntry