Solutions Associate jobs in United States
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Trullion · 3 hours ago

Solutions Associate

Trullion is transforming the accounting world with an AI-powered platform built for accountants and auditors. As a Solutions Associate, you will ensure the successful implementation and utilization of our solutions for customers, focusing on client satisfaction and seamless product adoption.

AccountingArtificial Intelligence (AI)FinTechInformation TechnologySoftware

Responsibilities

Lead onboarding projects guiding new customers through the implementation of our products
Provide timely, high quality responses to customer support tickets during US business hours, ensuring issues are resolved efficiently and that customers feel supported, confident, and successful with our platform
Troubleshoot and resolve complex issues related to product functionality, data integration, and system configuration
Deliver product training and assist with the creation of support documentation
Collaborate cross-functionally to identify and address product enhancements, bugs, and user experience improvements
Gather client feedback and communicate it to the product development team for continuous improvements

Qualification

Public accounting experienceAnalytical skillsProblem-solving skillsClient-facing abilitiesCommunication skillsDetail-orientedOrganizational skillsAdaptability

Required

2+ years of public accounting experience
Bachelor's degree in Accounting, Finance, or related field
Exceptional problem-solving and analytical skills, with a proactive, solution-first mindset
Strong communication and client-facing abilities, with the capacity to explain complex concepts clearly
Able to manage multiple priorities and adapt in a fast-paced environment
Highly organized and detail-oriented
Adaptable and able to manage multiple tasks efficiently in a dynamic environment
Ability to work onsite at the NYC office 4 days per week

Preferred

CPA preferred

Benefits

Benefits

Company

Trullion

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Trullion is an AI-powered accounting platform that automates financial workflows for accounting and audit teams.

Funding

Current Stage
Growth Stage
Total Funding
$33M
Key Investors
StepStone Group
2023-04-19Series B· $15M
2022-02-16Series A· $15M
2021-03-16Seed· $3M

Leadership Team

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Arthur Minson
CEO
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Isaac Heller
Founder & President
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Company data provided by crunchbase