CPA Solutions Consultant

Job Summary

To support a growing team, the full-time remote CPA Solutions Consultant will design and deliver impactful demos and pilots, leveraging deep audit and accounting experience to drive wins on new products and strategic deals.

Key Responsibilities:

• Partner with Account Executives to create and present compelling demos and pilots for enterprise clients, focusing on new AI-enabled audit workflows
• Redesign and standardize demo flows across the product suite, ensuring high-fidelity environments that reflect real-world financial processes
• Design structured pilots with clear success metrics, translating firm methodologies into actionable product guidance to achieve high conversion rates

Required Qualifications:

• CPA or equivalent audit/accounting background with 3-7 years in public accounting, including hands-on audit procedures and financial statement tie-outs
• 2-5 years of experience as a Solutions Consultant in B2B SaaS, preferably within accounting or finance technology
• Proven success in supporting enterprise deals and navigating multi-stakeholder sales cycles
• Experience with emerging technology evaluation or innovation committees focused on new tools
• Ability to collaborate cross-functionally with Sales, Product, and Customer Success teams