Customer Excellence Solutions Architect

Description

The company builds accounting and finance software for finance teams, the people who run the numbers behind their businesses. Its product is an agentic ERP that automates closing the books, revenue recognition, entity consolidation, and investor reporting.

More than 600 companies use the product, including Mercor, Scribe, and Function Health. The company works with accounting firms such as EY and KPMG.

The company has raised over $200M and is valued at $1B. Its investors include Sequoia, a16z, ICONIQ, Bain Capital Ventures, Oak HC/FT, and others.

The pace is fast and the bar is high. Strong intelligence is expected, and you also need speed, initiative, and the flexibility to change course. You do not need an accounting background, but you should care about the problems the product solves and the results customers get.

The team looks for people who set their own direction rather than waiting for assignments, and who go beyond what was originally planned to help customers.

Responsibilities

• Own the handoff from sales to implementation, working with sales, solution consulting, and implementation so that scope, customer needs, and commitments are clear before kickoff.
• Build standard processes and handoff documents that record key sales conversations, decisions, and open questions.
• Hold retrospectives and gather feedback to find gaps in the sales-to-implementation process and fix them.
• Build and maintain sandboxes and demo environments from reusable templates, realistic data, and workflows that fit both customer and internal needs.
• Support sales calls, give product demos, and walk prospects through sandbox trials and questions as the product expert.
• Collect customer requirements and help define workflows, data needs, integrations, and configuration, keeping the implementation work in view.
• Own RFPs end to end, covering responses, deadlines, supporting data, and work with subject-matter experts.
• Expected results: kickoffs with clearer expectations and fewer surprises during implementation, demos and trials that show prospects how the product fits their needs, faster and more accurate RFP responses, and ongoing process improvements based on sales and implementation feedback.

Requirements

• Experience in solution consulting, solution architecture, or implementation.
• Experience with accounting or financial software, such as NetSuite or Workday.
• Comfort presenting to prospects, demonstrating a product, and acting as the technical expert.
• Ability to gather customer requirements, shape solutions, and link business needs to what the product can do.
• Ability to explain technical concepts clearly to both customer-facing and technical colleagues.
• Initiative, openness to feedback, and follow-through in closing gaps between teams.

Conditions

Base salary is expected to be $110,000 to $140,000 in New York City and San Francisco.

Final pay within that range depends on skills, experience, qualifications, and the scope of the role.

The role is eligible for equity and benefits.

Benefits

• Room to grow, with real ownership, a wider scope over time, and impact as the company scales.
• Competitive pay and meaningful equity tied to the value you help create.
• Competitive benefits covering health, wellbeing, time off, family, and long-term financial goals.
• Regular team meals, events, and company gatherings.