Solutions Engineer (CPAs Preferred)

Weekday AI (YC W21); United States; Hybrid; CAD 149,700 - 299,400; Full time

Job summary

A leading finance solutions provider is seeking a Solutions Engineer to act as the internal voice of the customer. You will partner with sales, product, and engineering teams to solve complex customer problems. The ideal candidate has 6-10 years of experience, a CPA certification, and a profound understanding of finance operations. Responsibilities include engaging with senior stakeholders, developing customer-specific solutions, and contributing to internal knowledge resources. This full-time role requires availability during US business hours.

Qualifications

• 6 to 10 years of experience in Solutions Engineering, Pre-Sales, or Technical Consulting.
• Practical experience performing revenue recognition using Excel and/or ERP systems.
• Thorough understanding of the finance function and operations of controllers.

Responsibilities

• Engage with CTOs, CFOs, Controllers, and senior stakeholders to align requirements with capabilities.
• Create and maintain demo environments representing real-world scenarios.
• Provide structured insights to product and engineering teams.

Skills

Solutions Engineering

Pre-Sales

Technical Consulting

Finance Domain

Revenue Recognition

Billing Models

ERP Software

Accounting

Audit

Financial Operations

API Integration

Software Architecture

AI Architecture

Communication Skills

Demo Skills

RFP Response

Customer Support SaaS

Salesforce Billing

Order-to-Cash Implementation

Education

CPA certification or equivalent experience

Tools

Excel

ERP systems

NetSuite

Salesforce Billing

Zuora

Chargebee

Recurly

Job description

This role is for one of the Weekday's clients

Salary range: Rs 10000000 - Rs 20000000 (ie INR 100 - 200 LPA)

Min Experience: 6 years

Location: USA, Canada

JobType: full-time

This role involves being the internal voice of the customer, partnering with Sales, Product, and Engineering to solve complex customer problems. The ideal candidate will bring genuine finance domain credibility, capable of engaging in thoughtful conversations with finance leaders on topics like revenue recognition, billing complexity, and close cycles, connecting these discussions back to product value.

Requirements

Key Responsibilities

• Comprehend customer billing frameworks and accurately configure contracts, pricing, metering, and invoicing
• Convert complex business needs into well-defined, organized workflows and configurations
• Develop solutions addressing intricate billing, revenue recognition, and reporting processes with a focus on desired results
• Collaborate with Sales for live demonstrations, sandbox configurations, and responses to RFPs
• Engage in discovery discussions with CTOs, CFOs, Controllers, VPs of Finance, and senior stakeholders to align customer requirements with Zenskar's capabilities
• Create and maintain demo environments that accurately represent real-world enterprise scenarios
• Serve as the internal advocate for customers by providing structured insights to Product and Engineering teams
• Prepare clear documentation for smooth handoffs during deal or use case transitions
• Develop customer-specific solution documents and onboarding materials
• Contribute to internal knowledge repositories, enablement resources, and product documentation

Qualifications

• 6 to 10 years of experience in Solutions Engineering, Pre-Sales, or Technical Consulting
• CPA certification or equivalent experience in accounting, audit, financial operations, or ERP consulting
• Practical experience performing revenue recognition using Excel and/or ERP systems
• Thorough understanding of the finance function, including the priorities and operations of controllers (such as close cycles, revenue recognition, and accounts receivable hygiene)
• Comfortable managing deal cycles exceeding $75k and navigating multi-stakeholder purchasing processes
• Experience supporting customers in global markets, particularly in North America
• Excellent communication and presentation skills, able to articulate the rationale behind solutions beyond just the implementation details
• Basic conceptual knowledge of software and AI architectures, APIs, and the ability to analyze workflows and usage challenges
• Strong analytical mindset with a methodical approach to solving problems
• High level of ownership, curiosity, and adaptability in fast-paced environments
• Availability to work standard US business hours (ET/PT) on weekdays
• Practical experience with billing or order-to-cash workflows (Preferred)
• Demonstrated success in managing end-to-end implementation processes (Preferred)
• Previous work experience in fintech, billing, ERP, or Revenue Operations SaaS companies; familiarity with NetSuite, Salesforce Billing, Zuora, Chargebee, or Recurly is highly relevant (Preferred)

Skills

Solutions Engineering, Pre-Sales, Technical Consulting, Finance Domain, Revenue Recognition, Billing Models, ERP Software, Accounting, Audit, Financial Operations, API Integration, Software Architecture, AI Architecture, Communication Skills, Demo Skills, RFP Response, Customer Support SaaS, Salesforce Billing, Order-to-Cash Implementation