Staff Professional Services Consultant (IC4) – Accounting Onboarding
Core
Lead complex accounting onboarding projects for strategic Mid-Market, SME, and Enterprise customers, ensuring scalable and compliant financial operations.
Role type
Staff Professional Services Consultant (IC4)
Builds
Custom financial workflow configurations, owner statement setups, reporting customization, and automation advisory for strategic accounts.
Domain
SaaS / Financial Operations / Accounting
Required skills
Accounting principles, reconciliation workflows, SaaS financial systems, workflow standardization, process scalability, Salesforce, Jira, Zendesk, Modjo, Chili Piper, Mixmax, escalation management, technical translation
Preferred skills
Executive relationship building, risk management, cross-functional collaboration, mentoring
Technologies
Salesforce, Jira, Zendesk, Modjo, Chili Piper, Mixmax
Responsibilities
Lead accounting-focused onboarding and professional services delivery; Serve as the main point of contact for team escalations and best practices; Partner with Product, Engineering, and CX teams to resolve issues; Mentor junior PSCs and NAM team members; Identify and lead cross-functional initiatives to enhance onboarding processes.
Seniority
Staff, hands-on IC with mentorship