CPA Solutions Consultant

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