This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the in-house expert on order-to-cash, cash application, accounts receivable, and reconciliation processes and best practices.

• Collaborate with Sales during the pre-sales phase by participating in demos and discovery calls, addressing technical and operational accounting inquiries, and assisting prospects in aligning their current processes with the platform.

• Lead or assist in customer onboarding by comprehending clients' reconciliation workflows, chart of accounts, and AR systems, while configuring the platform accordingly.

• Simplify intricate accounting concepts into clear, actionable guidance for both customers and internal teams.

• Provide advisory support to customers' accounting and finance teams throughout the onboarding process and their continued use of the platform.

• Work with Product and Engineering teams to communicate customer feedback, identify gaps, and contribute to shaping the product roadmap.

• Create internal enablement content, playbooks, and training resources.

• Offer guidance to product and engineering teams regarding technical customer product requests and challenges.

⛳️ Requirements

• A Bachelor’s Degree in Accounting or Finance.

• A minimum of 3+ years of accounting experience, preferably combining Big 4 and industry experience.

• Knowledge of ERP systems (e.g., NetSuite, Quickbooks, Xero) and finance/accounting workflows.

• Experience in e-commerce is an advantage.

• Capability to manage various tasks concurrently, prioritize outstanding issues, and meet multiple deadlines.

• Ability to work independently as well as collaboratively within a larger team, leveraging your industry experience and creativity to develop customer solutions.

• Experience with complex workflow automation and reconciliation processes.