Senior Product Consultant
About The Position
The Senior Product Consultant will serve as a dedicated technical resource to facilitate pilot conversions, support early-stage product onboarding (from Beta stage to General Availability), oversee minor technical restructuring, and provide robust support to post-sales teams. The role is designed to ensure seamless implementation and ongoing technical guidance for Audit Intelligence customers, addressing the shortfall in current professional services and product support capacities. This role is ideal for someone with a strong accounting foundation who is passionate about helping audit and assurance teams modernize how they work. You may come from public audit, accounting advisory, finance transformation, and have SaaS experience at a financial tech company. We're looking for a solution-oriented, strong technical, highly organized, customer-oriented candidate. About the Role In the role of Senior Product Consultant, you will: 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. Act as a Subject Matter Expert that spearheads 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.
Requirements
- 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.
Nice To Haves
- Experience in Big 4, SaaS, or at a technology company is a plus.
- CPA License is a plus, but not a requirement
Responsibilities
- Lead and coordinate the technical aspects of converting pilot customers into fully onboarded clients, ensuring smooth transitions and successful outcomes.
- Guide customers through the onboarding process, particularly during Beta stage releases, and facilitate their progression to General Availability (GA).
- Perform minor restructuring of technical setups to optimize performance, integration, and scalability for customers.
- 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.
- Act as a Subject Matter Expert that spearheads 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.
Benefits
- Flexible vacation
- two company-wide Mental Health Days off
- access to the Headspace app
- retirement savings
- tuition reimbursement
- employee incentive programs
- resources for mental, physical, and financial wellbeing
- market competitive health, dental, vision, disability, and life insurance programs
- competitive 401k plan with company match
- competitive vacation, sick and safe paid time off
- paid holidays
- parental leave
- sabbatical leave
- optional hospital, accident and sickness insurance paid 100% by the employee
- optional life and AD&D insurance paid 100% by the employee
- Flexible Spending and Health Savings Accounts
- fitness reimbursement
- access to Employee Assistance Program
- Group Legal Identity Theft Protection benefit paid 100% by employee
- access to 529 Plan
- commuter benefits
- Adoption & Surrogacy Assistance
- access to Employee Stock Purchase Plan
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
