Trullion · 5 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
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
Trullion is an AI-powered accounting platform that automates financial workflows for accounting and audit teams.
Funding
Current Stage
Growth StageTotal Funding
$33MKey Investors
StepStone Group
2023-04-19Series B· $15M
2022-02-16Series A· $15M
2021-03-16Seed· $3M
Recent News
2025-11-05
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