Senior Product Consultant

About the Role

• Pilot Conversion:
  Lead and coordinate the technical aspects of converting pilot customers into fully onboarded clients, ensuring smooth transitions and successful outcomes.
• Early‑Stage Product Onboarding:
  Guide customers through the onboarding process, particularly during Beta stage releases, and facilitate their progression to General Availability (GA).
• Technical Restructuring:
  Perform minor restructuring of technical setups to optimize performance, integration, and scalability for customers.
• Post‑Sales Team Support:
  Act as a technical advisor and problem solver for post‑sales teams, addressing issues that fall outside the typical remit of Product Support and Professional Services.
• Subject‑Matter Expert:
  Spearhead internal training and design educational content to elevate the Customer Success Team’s product expertise, focusing on effective positioning, objection handling, and articulating the unique value proposition of the products.
• Build customer trust by being responsive, thoughtful, and solution‑oriented.
• Contribute to product improvement by surfacing customer feedback, participating in feature testing, and identifying usability gaps and enhancement opportunities.
• Other duties assigned by leadership.

• 5‑8 years of experience blending public accounting expertise with SaaS implementation or customer success roles.
• Strong technical acumen, with the ability to troubleshoot complex issues and restructure technical setups as needed.
• Proven track record in delivering hands‑on implementation and training to customers.
• Excellent communication skills, capable of translating technical concepts into actionable guidance for customers and internal teams.
• Customer‑focused mindset, dedicated to ensuring successful product adoption and ongoing satisfaction.
• BA/BS degree in Business Administration, Accounting, Finance, or relevant fields.

• Experience in Big 4, SaaS, or at a technology company.
• CPA License (plus, but not a requirement).

• Hybrid Work Model:
  Flexible hybrid working environment (2‑3 days a week in the office, with remote options).
• Flexibility & Work‑Life Balance:
  Supportive workplace policies including work from anywhere for up to 8 weeks per year.
• Career Development and Growth:
  Continuous learning, skill development, and growth opportunities in an AI‑enabled future.
• Industry Competitive Benefits:
  Flexible vacation, two company‑wide mental health days off, access to the Headspace app, retirement savings, tuition reimbursement, and programs for mental, physical, and financial wellbeing.
• Compensation:
  Base pay range $115,300 USD – $214,100 USD (location dependent), with potential annual bonus based on performance.

Eligible office locations include New York City, San Francisco, Los Angeles, Irvine CA;
McLean VA;
Washington DC.

As a global business, we seek talented, qualified employees in all our operations around the world, regardless of race, color, sex/gender, pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under applicable law. We are proud to be an Equal Employment Opportunity Employer providing a drug‑free workplace.

We make reasonable accommodations for applicants with disabilities. If you reside in the United States and require an accommodation in the recruiting process, please contact our Human Resources Department