Solutions Associate (CPA)

Posted 09 April 2024
Salary 100,000 - 110,000
LocationNew York
Job type Permanent
Discipline Technology Sales
Contact NameJoey Brodsky
Remote working Hybrid/Flexible

Job description

We are currently seeking a Solution Associate, a pivotal role dedicated to ensuring the successful adoption and operational performance of our client's innovative software solutions among their clientele. This opportunity is perfect for professionals with a robust accounting background looking to transition into a dynamic, tech-driven environment. As part of our dedicated team, you will be at the forefront of implementing transformative changes across the financial sector.

Key Responsibilities:

  • Spearhead customer onboarding projects, facilitating seamless integration of our software solutions.
  • Offer expert technical support and resolve customer inquiries during US business hours.
  • Diagnose and troubleshoot complex product functionality, data integration, and configuration issues.
  • Work collaboratively across teams to enhance product capabilities, resolve bugs, and improve user experiences.
  • Conduct comprehensive product training and contribute to the development of support documentation.
  • Actively gather and relay client feedback to the product development team to foster ongoing improvement.


  • Bachelor's degree in Accounting, Finance, or a related field
  • CPA certification
  • A minimum of 2 years' experience in accounting.
  • Demonstrated analytical prowess and problem-solving capabilities.
  • Outstanding communication and customer service skills.
  • Proven ability to work both independently and as part of a team in fast-paced settings.
  • A keen eye for detail and superior organizational skills, coupled with the adaptability to manage multiple tasks efficiently.

If you're driven by the prospect of making a tangible impact in a cutting-edge, fast-paced environment, we would love to hear from you. Dive into a role that not only challenges the conventional but also promises a rewarding journey alongside a team of passionate professionals dedicated to fostering innovation and excellence in every endeavor.