Accounting Automation Consultant

Clark

$80K — $160K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience in accounting, finance, or related fields
  • Strong understanding of accounting workflows and terminology
  • Detail-oriented with a focus on process improvement
  • Ability to learn and adopt new technologies with ease
  • Excellent written and verbal communication skills
  • Organized, proactive, and able to work well in a team
  • Familiarity with no-code automation tools like Power Automate or Alteryx

Responsibilities

  • Collaborate with accounting professionals to identify automation opportunities
  • Design and build AI agents using a no-code platform
  • Translate manual accounting workflows into automated logic
  • Lead client onboarding and provide training on the platform
  • Document best practices and create user-friendly resources
  • Give product feedback to the engineering team
  • Stay updated on trends in accounting and automation technology

Benefits

  • Comprehensive healthcare, dental, and vision coverage
  • 401(k) plan with company match
  • Generous PTO and paid holidays
  • Professional development opportunities
  • Collaborative and innovative team environment
Full Job Description
The Role: Accounting Automation Consultant (Agent Product Manager)

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


Who You Are

  • 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


Compensation & Benefits

  • 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

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