💼 About This Role

You'll be the operational backbone of our Solutions team, handling customer support and managing onboarding execution. You'll ensure customers get fast, high-quality assistance while building expertise in accounting and finance workflows. This entry point role has a clear path to Solutions Manager within 12-18 months.

🎯 What You'll Do

• Execute customer onboarding and training sessions
• Drive product adoption and surface churn risks
• Build enablement resources like help articles and tutorials
• Maintain account records and track adoption metrics

📋 Requirements

• 3-4+ years of accounting experience including Big 4
• Deep understanding of monthly close process and reconciliations
• Customer-centric mindset with strong communication skills
• Ability to learn new software quickly and maintain thorough documentation

✨ Nice to Have

• Prior customer support experience at a B2B SaaS company
• Experience with NetSuite, QuickBooks, or Xero
• CPA certification or actively pursuing

🎁 Benefits & Perks

• 🏖️ Flexible schedule in San Francisco or New York office
• 📚 Clear promotion path to Solutions Manager in 12-18 months
• 💰 Competitive equity with top-tier investors
• 🧑‍💻 Work with AI-first financial data platform

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Technical/Problem-Solving Interview· 45 min

🚩 Heads Up

• Requires 3-4 years accounting experience for an 'Associate' role
• Job description primarily focuses on customer success but title is Solutions Manager