Solutions Consultant (Head or Lead)

DualEntry

• $125K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in a customer-facing role, preferably in finance or accounting solutions
  • Strong understanding of end-to-end accounting operations and workflows
  • Experience with complex accounting topics like revenue recognition and inventory management
  • Familiarity with ERP systems and CFO tech stack
  • Ability to communicate effectively with both technical and non-technical stakeholders
  • High ownership mentality and ability to thrive in fast-paced environments
  • Leadership experience in building or mentoring solutions teams is a plus

Responsibilities

  • Build and establish the Solutions Consultant function to a world-class level
  • Act as the lead solutions consultant for sales, translating finance workflows into product solutions
  • Conduct tailored product demonstrations based on prospect needs
  • Manage technical discovery and address objections related to integrations and data security
  • Create proof-of-concepts and demo setups for various industry verticals
  • Collaborate with Product and Engineering teams to inform product roadmaps with customer insights
  • Develop reusable demo assets and training materials for future team members

Benefits

  • Equity ownership in a leading AI company
  • Generous PTO policy with 15 days plus 12 public holidays
  • Comprehensive medical, dental, and vision insurance
  • Commuter benefits
  • 401(k) retirement plan
  • Collaborative team culture with minimal bureaucracy
  • Relocation packages to ease the transition for new hires
Full Job Description
Where you'll create impact

As Head of / Lead Solutions Consultant you'll sit at the intersection of Sales and Product. You'll build the SC function from the ground up while actively closing deals hands-on. This is a foundational, critical customer-facing role with high growth and leadership trajectory.

  • Build and drive the SC function from the ground up to world-class competition level
  • Serve as DualEntry's lead solutions consultant in sales conversations, translating complex finance and accounting workflows into clear product solutions
  • Run product demos tailored to each prospect's workflows, data, and success criteria (expertise in ASC 606 is a plus)
  • Own technical discovery and remove technical objections across integrations, data migration, security, reporting and future functionality
  • Build proof-of-concepts and demo environments for different verticals we sell into
  • Partner with Product and Engineering to prioritize the roadmap with customer insights
  • Create and standardize demo assets, playbooks, and technical collateral to scale the Solutions function and train future hires
What sets you up for success
  • Exceptional accounting foundation: you've worked in audit/public accounting and/or in-house finance at a tech or high-growth company (CPA a plus)
  • You understand accounting ops end-to-end: close, journal entries, approvals, reconciliations, multi-entity, reporting, controls, etc.
  • Depth in 1-2 complex accounting areas (e.g., revenue recognition, inventory, FX, leases, consolidation)
  • You've spent time in the CFO systems stack (ERP, billing, payroll, banking, AP/AR, FP&A, BI) and you can map workflows across tools
  • Comfortable in technical conversations: integrations, APIs, data imports/migrations, security, architecture trade-offs (SQL or data/ETL experience is a plus)
  • You can run demos and communicate clearly with both CFOs and engineers incl. developing scalable SC processes and playbooks
  • High ownership and high pace
  • Hardcore work ethic and high agency
Nice To Have
  • CPA
  • Hands-on experience with NetSuite / SAP / Oracle / Workday / QuickBooks Enterprise migrations
  • Familiarity with data transformation / ETL / modeling / SQL
  • Experience designing API integrations or working with middleware tools
  • Prior leadership / mentorship experience building Solutions or Implementation teams
Why You'll Thrive Here
  • Significant equity ownership in one of the top AI companies in the world
  • You're joining early and will grow with DualEntry
  • Your feedback shapes the product directly
  • High-speed culture
  • High-trust environment with high expectations
  • Ambitious mission - ERP is one of the largest B2B software markets in the world ($220bn per year), this is a once in a lifetime opportunity to build the next generation ERP in an industry that has not seen new entrants in 30+ years
Benefits & Compensation
  • Equity ownership: $100,000+
  • Competitive base salary
  • Competitive commission and OTE
  • 15 PTO days + 12 public holidays
  • Full medical, dental & vision insurance
  • Commuter benefits
  • 401k benefits
  • On-site team culture - high collaboration, no bureaucracy
  • We'll cover relocation packages and make the move exciting, not painful!

We hire the best, expect the best, and give you the masterclass of your career - an archaic and huge industry like ERP only goes through a seismic shift like this once in a lifetime. It's hard, it's intense, and it's the most rewarding work you'll do this decade.

If you're hungry, driven, and ready to build something massive, climb aboard!

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