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About the role
Key responsibilities & impact- Configure, test, and tune AI financial agents and account structures
- Translate complex accounting policies, including ASC 606, into automated logic
- Map AI agents to customers’ business rules and data pipelines
- Run evidence-based tests to identify onboarding friction points
- Build scalable, repeatable onboarding frameworks to accelerate time to value
- Act as the internal customer advocate
- Collaborate with Product and Engineering to represent customer needs in product workflows
- Become a product expert and understand customer jobs-to-be-done
- Track usage and proactively mitigate customer risks
- Identify expansion triggers and drive long-term platform adoption
- Partner with founders, accountants, and mid-market Controllers
- Partner with Product and GTM teams to build the deployment playbook
Requirements
What you’ll need- Strong background in accounting or finance
- Solid grasp of revenue recognition (ASC 606)
- Understanding of how modern ERPs work
- Strong experience or desire to work directly with customers
- Experience in customer success, implementations, technical account management, or product operations using an accounting background
- Exceptional organizational skills
- Proven track record managing complex stakeholder environments and meeting aggressive delivery deadlines
- Ability to prompt, configure, and optimize autonomous systems for deterministic, complex financial rules
- CPA license or heavy auditing experience, such as Big 4, or revenue and accounting management experience (preferred)
- Ability to independently navigate analytics platforms to interpret platform health, onboarding data, and user behavior (preferred)
- Must be able to attend the San Francisco office 3 days per week (Mondays, Wednesdays, and Thursdays)
- Legally authorized to work in the United States for any employer
Benefits
Comp & perks- Equity
- Bonus
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) plan
- Short-term disability
- Long-term disability
- Basic life insurance
- Well-being benefits
- 20 paid days of vacation
- 12 paid days of company holidays
- Statutory minimum paid annual leave and public holidays
