USAImplementations Associate
1 мес. назад
100k–145k USD / yearUSAMiddleOnsite
Implementations Associate responsible for onboarding new customers and configuring their workspace for financial close processes.
Обязанности
- Do you love accounting, but know your calling isn't closing books every month?
- Ever wish you could build the close process you always wished you'd inherited?
- Do you get energized by taking a customer from signed contract to fully live?
- If any of that resonates, this role is for you. As an Implementations Associate, you'll do the hands-on work that gets new customers live on : configuring their workspace around how they actually close, connecting their ERP and subledgers, running trainings, and keeping the project moving until they're closing in the product.
- Implementation is the ops-and-process side of our post-sales team: structured projects, technical configuration, and real project management. This is the entry point to that team, built for an accountant who wants to move from closing the books to building the systems that close them. You'll work alongside Implementations Managers who own projects end-to-end, with a clear path to becoming an Implementations Manager.
- You'll be joining a team of reformed accountants, alumni of EY, PwC, KPMG, and Deloitte, plus in-house teams at companies like Brex, Meta, and WHOOP, who decided building the future of the close beat running one. We're also one of the most AI-forward post-sales teams in SaaS: we build our own AI agents and internal tooling rather than waiting for someone to build it for us.
- Configure customer workspaces, AI-first. Build close checklists, reconciliation setups, flux analyses, and reporting mapped to each customer's actual close, using AI-assisted configuration to do in hours what used to take days.
- Connect and validate data. Set up ERP integrations (especially NetSuite) and sub-ledger connections, troubleshoot integration issues such as token and permissioning errors, and validate that everything ties out before the customer sees it.
- Run trainings that stick. Deliver onboarding sessions and live reconciliation walkthroughs that take an accounting team from skeptical to fluent, including getting them comfortable with 's AI features, not just the buttons. Occasionally in person at the customer's office.
- Manage your workstreams like projects. Keep the implementation dashboard up to date, chase customer homework, manage expectations around timelines, and escalate product blockers to Engineering and Product with clear context.
- Ramp on Close, then go deeper. Start with close management implementations, then build toward our more technical surface areas. Cash is our most complex product, with transaction-matching rules, SFTP data feeds, and automation rate tuning.
- Automate the motion itself. Every implementation should make the next one faster: write Knowledge Base articles, build templates, and train AI agents to take repetitive work off the team's plate.
Будет плюсом
- Hands-on experience with NetSuite, QuickBooks, or Xero
- Prior implementation, onboarding, or accounting-systems work
- CPA certification or actively pursuing
- Experience with multi-entity or multi-currency accounting
- Ability to write and run basic SQL queries
Другое
- Every business relies on accounting. Yet most software in the space was built in the early 2000s — clunky, slow, and far behind the curve on AI. Today, accountants are facing a growing, unsolved data problem as a consequence of complexity, data, and system fragmentation — and they lack the tools to solve it. The problems are real, hard, and increasingly urgent. But they're solvable.
- Enter — the modern financial data platform for accounting and finance . Weaving together data, workflows, and AI-first solutions, we're empowering accounting teams to achieve verifiable, detailed financial data faster and make business decisions with greater confidence.
- We have strong product market fit and a growing base of customers who love our product — including Anthropic, OpenAI, Plaid, Brex, and many more. We're backed by top-tier investors including Menlo Ventures, IVP, Founders Fund, and 8VC, along with founders and executives from Ramp, Segment, and other category-defining companies.
- Accounting Foundation: 2-5 years of accounting experience with real fluency in the monthly close and reconciliations. Public accounting backgrounds welcome, including straight out of Big 4; a year or more in-house at a high-growth company is a plus. We're looking for breadth across the close, not a single specialty.
- Technical & Detail-Oriented: You learn software fast, you're precise with data, and "it ties out" is a phrase that brings you joy.
- Customer-Centric Mindset: An implementation is a stressful moment for a customer. You make it feel handled.
- Strong Communication & Problem-Solving: You explain configuration decisions in the customer's language and debug a mismatched reconciliation methodically.
- Bias for Action & Collaboration: You operate with urgency, own your workstreams end to end, and know when to escalate.
- Speed: Your workstreams consistently hit their dates and contribute to fast customer time-to-value
- Quality: Configurations you build are right the first time and hold up after go-live
- Training Impact: Customers you train actually use the product, and adoption signals show it
- Project Hygiene: Your accounts on the implementation dashboard are always current, and blockers surface early with clear root causes
- Growth: You become a product and close-process expert quickly and earn a clear trajectory toward Implementations Manager
- This role is in person in San Francisco or New York (in-office by default but with flexibility to manage your schedule as you see fit).
- We strongly believe we will only be successful if everyone on the team is anchored in our following set of core principles:
- Brick by Brick: To win, our team needs to show up and execute in each domain every day.
- Love the Game: We focus on the craft and a deep sense of giving a f*ck. We're building a company full of people who are equally engaged and motivated.
- SALY: We refuse to accept "Same As Last Year." For too long, accounting and finance systems have reflected outdated processes instead of reimagining what's possible. We're driven by a first-principles approach to building better solutions.
- Own the Outcome: We own our results. We typically hire builders and give them large mandates with high trust. Even early in your career, you're responsible for customer outcomes, not just task completion.
- Earn the Right: We're impatient to deliver results. We relentlessly iterate, measure, and improve. Every day is an opportunity to beat our prior best, raising the bar for the value we deliver to customers.