Success in this role directly improves customer adoption, accelerates implementation timelines, and helps shape the future direction of the product.
WHAT YOU'LL DO
Lead customer workflow discovery during implementations
Serve as a trusted advisor to customers throughout onboarding and adoption
Run weekly customer check-ins and manage ongoing communications
Support pilot engagements and new product rollouts
Translate customer pain points into actionable product feedback
Create and manage Linear issues for engineering teams, ensuring customer requests are tracked through resolution
Partner with Product and Engineering to prioritize customer needs
Identify opportunities to improve implementation playbooks and internal processes
Help customers redesign workflows to take advantage of AI-powered automation
Build trusted relationships with audit partners, managers, and staff
WHO YOU ARE
5-10 years of audit or assurance experience
CPA preferred
Experience at a Big 4 or Top 25 accounting firm
Strong understanding of audit methodology and client workflows
Excellent communication and relationship-building skills
Highly organized with exceptional project management abilities
Comfortable managing multiple customer engagements simultaneously
Curious about technology and excited by AI's potential to transform audit
High ownership mentality and comfortable operating in a fast-moving startup environment
BONUS
Experience with audit technology or workflow automation tools
Experience implementing enterprise software
Exposure to AI, data analytics, Alteryx, Power BI, SQL, or process automation
Experience leading firm innovation or transformation initiatives
Prior customer-facing, implementation, or consulting experience
You do not need prior startup experience, but you should be excited to work with urgency, embrace ambiguity, and help build the operating system of a growing company.
THE ENVIRONMENT
5 days a week on-site in NYC — no remote or hybrid
Startup hours and pace — this isn't a 9-to-5
Flat structure, no hierarchy — everyone ships
High ownership — you own outcomes, not just tasks
BENEFITS
Unlimited PTO
Wellhub Platinum membership
Comprehensive health, dental, and vision coverage
Free company dinner every day