Partner Consultant, Accounting

About [Employer]

[Employer] is building the smart infrastructure for finance teams, embedded in the transaction flow of every dollar a business spends. We automate how over $275B in annualized spend flows in and out of 85,000+ companies: authorizing payments, flagging risk, categorizing spend, and closing books.

The problems are high-stakes, data-dense, and unforgiving.

We hire people with high agency and high urgency. We look for slope over intercept. We care less about where you trained and more about what you’ve built. At [Employer], everyone is a builder who owns problems end to end and makes consequential decisions that shape the outcome.

The median [Employer] customer saves 7.5% and grows revenue 16% in their first year – far in excess of businesses operating without [Employer]. We believe every ambitious company deserves the same.

If you want to build systems that directly shape how companies move and manage billions, [Employer] is the place to do it.

About the Role

The Solutions Team are technical experts that work directly with customers and partners to provide world-class product, sales, industry, and domain expertise. Through deep customer/partner and product understanding, Partner Consultants are trusted advisors externally, and able to positively influence the product roadmap internally. Partner Consultants support [Employer]’s Partner Managers across our diverse channel ecosystem — including accounting firms, value-added resellers, private equity firms, and more — by delivering deep product expertise and workflow advisement to partners and their clients. PCs build partner competency, guide best-practice adoption, and strengthen partner trust in [Employer]’s capabilities to help them drive meaningful outcomes for the businesses they serve.

What You’ll Do

• Partner with Channel, Partnerships, Sales, Product and Partner Firms to advocate for product & integration development in-line with customer needs
• Collaborate with [Employer] Channel Partner Managers to showcase technical accounting features and benefits through customized product demos, workflow illustrations, and enablement creation to onboard and train [Employer]'s partners
• Help partners build service packages targeted at [Employer] customers and identify opportunities for client-advisory services or managed-services. Develop product solutions based on a deep understanding of integration and configuration options, ensuring effective alignment with customer needs
• Architect, advise on, and validate custom API-based integrations between [Employer] and third-party platforms — supporting partners in the design, build, and testing of reliable, scalable integrations.
• Support Sales and Post-Sales teams in executing advanced technical and accounting implementations for [Employer] in conjunction with Channel partners
• Evaluate customer requirements for new partner opportunities, determining [Employer]'s suitability through use-case analysis, ROI assessments, and technical evaluations during customer discovery
• Work alongside Channel, Product, Product Marketing, and Product Operations to create and maintain technical assets and an internal knowledge base of customer use cases and best practices

What You Need

• 6+ years of experience in Partner Architecture, Solutions Consulting, Sales Engineering, Solutions Architecture, or similar customer-facing roles, focusing on implementing business SaaS solutions
• Bachelor's degree in computer science, engineering, business, finance, accounting or related field
• Strong communication skills: able to translate complex technical solutions into business value, guide customers toward scalable approaches, and diplomatically steer conversations when requests are misaligned with best practices or product capabilities
• Experience in channel sales, working with SIs & ISVs highly desired
• Expertise in API architecting between finance based software programs
• Proficiency in IdP, HRIS, and/or ERP solutions. Expertise in accounting systems, controllership needs, and finance/accounting workflows
• Exceptional organizational, project management, and time management abilities
• Strong skills in engineering, system design, and technical specification writing
• Proactive mindset, adaptability, and comfort in a fast-paced, high-growth startup environment

Benefits available to all full-time [Employer] employees (Global)

• Flexible PTO
• Centralized home-office equipment ordering
• Health and wellness stipend
• Budget for intra-office travel
• Weekly coffee stipend

United States

• 100% medical, dental & vision insurance coverage for you, with partial coverage for dependents
• One Medical annual membership
• 401(k), including employer match on contributions made while employed by [Employer]
• Fertility HRA (up to $10,000 per year)
• Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay
• Pet insurance
• In-office perks: lunch, snacks, drinks, and more
• Relocation expense coverage to NYC or SF (if needed)

Canada

• Group medical, dental, and vision coverage through Sun Life
• Life, AD&D, and disability coverage
• Fertility drug coverage (up to $4,000 lifetime)
• Group Retirement Plan with employer match (RRSP + DPSP)
• Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay, with additional time available at reduced pay
• Employee Assistance Program and virtual care through Lumino Health

United Kingdom

• Private medical insurance through Freedom Elite
• Virtual GP and at-home care via eMed x Livi
• Workplace pension through Penfold, with salary sacrifice option
• Parental leave: up to 16 weeks (birthing + bonding) or 8 weeks (bonding only) at 100% pay with additional time available at reduced pay

Referral Instructions

If you are being referred for the role, please contact that person to apply on your behalf.

Other notices

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Beware of recruiting scams: [Employer] will only contact you through official @[Employer].com email addresses and will never ask for payment or sensitive personal information during the hiring process.

[Employer] Applicant Privacy Notice