Solutions Engineer (CPAs)
At a glance
Mid-level Solutions & Sales Engineering role at Weekday AI. Remote, United States · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Configure customer contracts, pricing, usage measurement, and invoices from their billing models
- Turn complicated finance needs into structured workflows, system setups, and outcome-focused solutions
- Join Sales on demonstrations, sandbox builds, RFP answers, and discovery with senior finance and technology leaders
- Build realistic enterprise demo environments and explain how each solution connects to product capabilities
- Feed organized customer insight to Product and Engineering while preparing handoff, onboarding, and knowledge materials
What you bring
- Six to ten years in solutions engineering, pre-sales, or technical consulting
- CPA credentials or comparable experience across accounting, audit, financial operations, or ERP consulting
- Hands-on revenue recognition work through Excel or ERP systems, plus strong knowledge of controller priorities
- Experience guiding deals above the stated threshold through purchasing involving multiple stakeholders
- Working knowledge of software, AI architectures, APIs, and workflow analysis, with strong communication and presentation skills
Who this fits
You'll suit a customer-facing finance specialist who can discuss revenue recognition, billing, and close processes with controllers, CFOs, and other senior stakeholders. The role supports customers in global markets, especially North America, and requires weekday availability during standard US business hours across ET or PT. It is remote in the United States and calls for a methodical, adaptable approach to complex solution work.
From the employer
This role is for one of the Weekday's clients
Salary range: Rs 10000000 - Rs 20000000 (ie INR 100 - 200 LPA)
Min Experience: 6 years
Location: USA, Canada
JobType: full-time
This role involves being the internal voice of the customer, partnering with Sales, Product, and Engineering to solve complex customer problems. The ideal candidate will bring genuine finance domain credibility, capable of engaging in thoughtful conversations with finance leaders on topics like revenue recognition, billing complexity, and close cycles, connecting these discussions back to product value.
Requirements
Key Responsibilities
- Comprehend customer billing frameworks and accurately configure contracts, pricing, metering, and invoicing.
- Convert complex business needs into well-defined, organized workflows and configurations.
- Develop solutions addressing intricate billing, revenue recognition, and reporting processes with a focus on desired results.
- Collaborate with Sales for live demonstrations, sandbox configurations, and responses to RFPs.
- Engage in discovery discussions with CTOs, CFOs, Controllers, VPs of Finance, and senior stakeholders to align customer requirements with Zenskar’s capabilities.
- Create and maintain demo environments that accurately represent real-world enterprise scenarios.
- Serve as the internal advocate for customers by providing structured insights to Product and Engineering teams.
- Prepare clear documentation for smooth handoffs during deal or use case transitions.
- Develop customer-specific solution documents and onboarding materials.
- Contribute to internal knowledge repositories, enablement resources, and product documentation.
Qualifications
- 6 to 10 years of experience in Solutions Engineering, Pre-Sales, or Technical Consulting.
- CPA certification or equivalent experience in accounting, audit, financial operations, or ERP consulting.
- Practical experience performing revenue recognition using Excel and/or ERP systems.
- Thorough understanding of the finance function, including the priorities and operations of controllers (such as close cycles, revenue recognition, and accounts receivable hygiene).
- Comfortable managing deal cycles exceeding $75k and navigating multi-stakeholder purchasing processes.
- Experience supporting customers in global markets, particularly in North America.
- Excellent communication and presentation skills, able to articulate the rationale behind solutions beyond just the implementation details.
- Basic conceptual knowledge of software and AI architectures, APIs, and the ability to analyze workflows and usage challenges.
- Strong analytical mindset with a methodical approach to solving problems.
- High level of ownership, curiosity, and adaptability in fast-paced environments.
- Availability to work standard US business hours (ET/PT) on weekdays.
- Practical experience with billing or order-to-cash workflows (Preferred).
- Demonstrated success in managing end-to-end implementation processes (Preferred).
- Previous work experience in fintech, billing, ERP, or Revenue Operations SaaS companies; familiarity with NetSuite, Salesforce Billing, Zuora, Chargebee, or Recurly is highly relevant (Preferred).
Skills
Solutions Engineering, Pre-Sales, Technical Consulting, Finance Domain, Revenue Recognition, Billing Models, ERP Software, Accounting, Audit, Financial Operations, API Integration, Software Architecture, AI Architecture, Communication Skills, Demo Skills, RFP Response, Customer Support SaaS, Salesforce Billing, Order-to-Cash Implementation
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