Forward Deployed Accountant
Core
Deploy AI Agents to automate accounting workflows for enterprise customers, resolve technical challenges, and drive product adoption.
Role type
Forward Deployed Accountant (technical implementer)
Builds
AI Agents for accounting automation
Domain
Accounting automation / SaaS
Deliverable
production ML models
Required skills
accounting workflows, AI Agent configuration, training delivery, use case scoping, troubleshooting, partner guidance, internal enablement
Preferred skills
CPA, public accounting, workflow automation, API integrations, ERP systems, SQL reporting, AI platforms
Technologies
LLM-based agents, RPA tools, UiPath, NetSuite, Intacct, Microsoft Dynamics, SQL
Responsibilities
Build and deploy AI Agents for accounting workflows; Enable corporate teams to build Agents via training and workshops; Accelerate adoption through coaching and enablement sessions; Perform basic troubleshooting and coordinate escalations; Support product improvement via feedback and testing; Guide partner-led implementations; Travel to customer sites for deployment and training; Lead internal enablement sessions for team members.