Accounting Automation Consultant

We’re changing the way accounting firms work by bringing no-code AI automation to the heart of their operations. Our mission is to empower accountants to eliminate repetitive tasks and focus on what matters most-serving their clients. Join a fast-growing, innovative team building the next generation of accounting automation tools.

As an Accounting Automation Consultant (Agent Product Manager), you’ll leverage our no-code AI platform to design, build, and optimize AI-powered workflows for accounting firms. Your accounting or finance experience will help you understand client needs and translate manual processes into smart automations-no coding required.

What You’ll Do * Collaborate with accounting and finance professionals to map out business processes, pain points, and automation opportunities

• Design, build, and test AI agents and automated workflows using our no-code platform
• Translate end-to-end accounting workflows into automation logic
• Lead client onboarding, support training, and drive adoption of the platform
• Document best practices and develop user-friendly resources
• Provide actionable product feedback to our engineering team
• Stay current with developments in accounting, finance, and automation technology

3+ years of experience in accounting, finance, or related fields (public accounting, corporate finance, bookkeeping)

• Strong understanding of accounting workflows, operations, and terminology
• Analytical, detail-oriented, and process improvement-minded
• Comfortable learning and adopting new technologies (no coding required)
• Excellent communicator, both written and verbal
• Organized, proactive, and a collaborative team player
• Experience with automation tools like Power Automate, Alteryx, UiPath, or similar no-code solutions

Base salary: $80,000-$160,000 per year, commensurate with experience

• Annual performance bonus
• Comprehensive healthcare, dental, and vision coverage
• 401(k) plan with company match
• Generous PTO and paid holidays
• Professional development opportunities
• Collaborative, innovative, and mission-driven team