Accounting Solutions Consultant
Core
Lead value-based demos showing AI agents transforming month-end close, reconciliations, audit, and tax workflows for accounting firms.
Role type
Senior Solutions Consultant (Finance/AI)
Builds
Production-grade AI agents for accounting workflows
Domain
Accounting, Finance, Applied AI
Deliverable
product features
Required skills
Technical accounting expertise, compliance knowledge, integrations expertise, security questionnaire handling, technical due diligence guidance, structured evaluation design, executive communication, industry trend analysis
Preferred skills
Accounting software experience (QuickBooks, Xero, NetSuite, Bill.com, Ramp), early stage startup experience
Technologies
QuickBooks, Xero, NetSuite, Bill.com, Ramp
Responsibilities
Lead value-based demos for prospects, field questions on technical accounting and compliance, own security and IT questionnaires, guide prospects through technical due diligence, drive technical qualification, partner with Account Executives on strategy for complex deals, ensure smooth handoffs to post-sales teams
Seniority
Senior, hands-on IC