Staff Professional Services Consultant (IC4) - Accounting Onboarding

Jaide Health; Covina (CA); On-site; USD 97,000 - 119,000; Full time

Job summary

Jaide Health is looking for a Staff Professional Services Consultant specializing in Accounting Onboarding. This role involves leading complex onboarding projects for strategic customers and ensuring scalable, compliant financial operations while mentoring the team.

Applicants should have a Master’s degree in relevant fields and 2+ years of experience in SaaS Accounting and Financial Operations. Compensation ranges from $97,000 to $119,000 per year, with telecommuting options available.

Qualifications

• 2+ years of experience in SaaS Accounting Onboarding or Financial Operations.
• Experience with accounting principles and reconciliation workflows.
• Familiarity with SaaS financial systems and onboarding projects.

Responsibilities

• Lead complex accounting onboarding projects.
• Support team members onboarding both core and accounting workflows.
• Build strong relationships with customer stakeholders.

Skills

SaaS Accounting Onboarding

Financial Operations

Accounting principles

Reconciliation workflows

Salesforce

Jira

Zendesk

Adaptation of technical language

Education

Master’s degree in Accounting, Finance, Business Administration or related field

Tools

Salesforce

Jira

Zendesk

Modjo

Chili Piper

Mixmax

Job description

Staff Professional Services Consultant (IC4) – Accounting Onboarding

• Onboarding
• California
• Mid- Senior

Description

Specialize in delivering professional services focused on Guesty's Accounting module for strategic Mid-Market, SME, and Enterprise customers while working on the Onboarding team. Lead complex accounting onboarding projects, act as the main escalation and best practices contact for all North America (NAM) team members, collaborate with cross-functional teams to resolve complex issues, and support team members onboarding both core and accounting workflows. Ensure scalable, compliant financial operations while mentoring the broader team and driving initiatives that improve service quality and operational efficiency. Lead accounting-focused onboarding and professional services delivery for strategic MM, SME, and Enterprise customers, ensuring custom solutions that align with customer financial and operational needs. Deliver expert financial workflow configurations, owner statement setups, reporting customization, and automation advisory to strategic accounts. Serve as the main point of contact for all team escalations and best practices related to accounting workflows, supporting team members who onboard both core and accounting setups. Act as the accounting onboarding escalation lead, proactively partnering with Product, Engineering, and CX teams to resolve issues quickly and efficiently. Build strong executive relationships with customer stakeholders, proactively managing risks and aligning onboarding activities with customer strategic financial goals. Manage multiple complex, strategic onboarding projects with precision, ensuring all milestones, deliverables, and timelines are consistently met while proactively mitigating risks. Mentor junior PSCs (IC1-IC3) and NAM team members on accounting best practices, escalation management, and customer communications. Identify and lead departmentwide/ cross functional initiatives to enhance accounting onboarding processes, standardize workflows, and increase scalability across the Onboarding team.

Minimum Education & Experience Requirements:

Master’s degree in Accounting, Finance, Business Administration, a related field, or a foreign equivalent plus 2 years post-baccalaureate experience in job offered or any accounting/onboarding/finance/operations related job titles.

Applicants must possess at least 2 years of experience in the following: (1) SaaS Accounting Onboarding or Financial Operations; (2) accounting principles, reconciliation workflows, and SaaS financial systems; (3) accounting onboarding projects; (4) standardizing workflows and creating scalable processes; (5) SaaS tools including Salesforce, Jira, Zendesk, Modjo, Chili Piper, and Mixmax; (6) acting as a liaison/escalation lead for product issues and accounting workflows; and (7) adapting technical language for non-technical audiences. Telecommuting Available.

Compensation for the role: $97,000-$119,000/year