What You’ll Do

• Act as a technical advisor for customers during onboarding, ensuring smooth integration of data from systems like QuickBooks, Excel, and other financial platforms.
• Translate customer workflows and pain points into actionable solutions, collaborating with the product and engineering teams to prioritize impactful features.
• Develop a deep understanding of accounting and fintech workflows, providing insights to shape HeronAI’s platform capabilities.
• Partner with the sales team to support pre-sales activities, including demos, technical assessments, and customer Q&A.
• Troubleshoot customer issues, delivering proactive solutions that drive satisfaction and retention.
• Help customers create and optimize dashboards, reports, and ETL workflows to meet their specific needs.
• Document best practices and technical solutions to streamline future onboarding and support processes.
• Serve as the voice of the customer, advocating for features and updates that align with market demands.

What Makes This Role Exciting

• As one of our first hires, you’ll have the freedom to define how we build solutions.
• Choose the methodologies and tools that best meet our customers’ needs.
• Work on a high-growth platform backed by MIT, Harvard, Techstars, and Forbes-recognized innovation.
• Join us at an exciting time—we’ve grown our waitlist from 250 to 1,700 users in 10 months and recently secured $1.5M in seed funding.
• Solve critical gaps in the data analytics market and automate workflows for industries facing major workforce transformations.

Who You Are

• A professional with 5+ years of experience in a solutions engineering, customer success, or similar role within the accounting, fintech, or SaaS industries.
• Strong knowledge of financial workflows, including reporting, dashboarding, and data integration using tools like QuickBooks, Excel, or similar platforms.
• Experience troubleshooting technical issues and working closely with engineering teams to resolve them.
• Exceptional communication skills, with the ability to translate technical concepts for non-technical audiences.
• Passionate about understanding customer workflows and identifying solutions to simplify them.
• Skilled in data tools and visualization platforms, with an understanding of ETL processes.
• Experienced in supporting pre-sales efforts, including technical Q&A, demos, and solutioning.

Exceptional Candidates Will Bring

• Experience working on analytics platforms or data-heavy tools tailored for financial use cases.
• Familiarity with accounting principles and the challenges faced by SMBs, CPAs, or financial analysts.
• A history of improving customer satisfaction and streamlining onboarding for SaaS platforms.
• Knowledge of regulatory requirements (e.g., SOC 2 compliance) and how they impact financial platforms.
• An entrepreneurial mindset and the ability to work in a fast-paced startup environment.

What Good Looks Like

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Q1 Targets:

• Onboard at least 10 customers by supporting seamless QuickBooks API integration.
• Deliver 5 tailored dashboard solutions for customer-specific workflows.
• Document repeatable onboarding processes for financial professionals.

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Q2 Targets:

• Achieve 90% success rate for onboarding customers using Xero and HubSpot integrations.
• Proactively identify and troubleshoot issues, reducing customer complaints by 20%.
• Create templates for 5 common use cases and make them available on the marketplace.

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Q3 Targets:

• Deliver advanced customer-specific dashboards leveraging "Ask Jules" capabilities.
• Work with engineering to integrate customer feedback into product improvements.
• Identify upsell opportunities, increasing MRR by 15%.

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Q4 Targets:

• Ensure all enterprise customers are onboarded successfully, with tailored workflows for SAP/Salesforce.
• Achieve a 90% contract renewal rate.
• Generate $50K in upsell opportunities from premium customers.

Why You’ll Love Working With Us

• Be part of a company that’s saving businesses hours every week and driving smarter growth.
• Work with a team of passionate innovators who see this as a once-in-a-lifetime opportunity to change the game.
• Develop alongside some of the best minds in tech, with connections to MIT, Harvard, and Techstars.
• We believe in working hard, celebrating wins, lots of ‘Fika’, and building a strong team dynamic that fosters creativity and collaboration.