Accounting Automation Consultant

Customer Success (CSX)Full TimeVancouver, BC

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Accounting Automation Consultant

Want to join a dynamic, expanding tech startup? Accounts Payable automation is a growing solution domain. Beanworks Solutions Inc. is revolutionizing the world of accounting software by disrupting traditional solutions with its elegant, cloud-based software, BeanworksAP. We solve the pain of lost invoices, late payment fees, and managing paper. We make controllers and AP managers rejoice by automating their manual accounts payables processes, giving them total visibility, control, and reduced fraud risk.


Beanworks Solutions Inc. is conveniently located in downtown Vancouver, with easy access to transit and affordable parking. Our smart, diverse team, values innovation, accountability and doing whatever it takes to get the job done, and done well.


We are looking for an Accounting Automation Consultant to join our growing team!


One of the significant ways we differentiate ourselves from our competitors is by providing an amazing customer experience. You are the main expert in our products and integrations. You are responsible for the design of complex workflows and adjustments needed to provide accounting solutions to our enterprise customers. You represent Beanworks, you communicate and ensure adoption of new features and products and assist with complex pre-sales and issues. You help with the design of delightful accounting solutions.


If you are organized, enjoy engaging with people on the phone and by email, and are passionate about bringig customers to success then this role is for you. Come be a part of building something amazing!

Responsibilities of the role:

  • Roll-out and ensure adoption of enterprise customers
  • Participate in workflow calls and analysis
  • Deep dive into current structures to propose equivalent solutions that work in an automated flow.
  • Assist the CSXT team with accounting challenges and edge cases
  • Address accounting related issues by working directly with the customer on finding resolution or workaround.
  • Facilitate adoption for customers under-processing
  • Work with our product department as an advisor for requirements.
  • Train the CSXT and Sales team on our product capabilities, limitations, and workarounds
  • Recommend system setups and configurations to resolve customers complex accounting needs
  • Lead webinars, participate to trade shows, help with communications and difficult customer calls
  • You oversee data accuracy and reports needed for the SALT team, CS and other departments.
  • You keep a holistic view to recommend process improvements, necessary adjustments and opportunity for scalability.
  • You help with the documentation of complex solutions.

Core Competencies:

  • Attention to Detail: Does not let important details slip through the cracks or derail a project.
  • Organization and Planning: Plans, organizes, schedules and budgets in an efficient, productive manner. Focuses on key priorities.
  • Proactivity: Acts without being told what to do. Brings new ideas to the company.
  • Persuasion: Able to convince others to pursue a course of action.

Technical Competencies:

  • You are tech savvy.
  • Deep knowledge of accounting and know everything about account payables. You understand Controllers and CFOs and can interact and speak their language easily
  • Able to learn all aspects of our software quickly to provide relevant guidance in usage
  • Critical thinking, ability to troubleshoot and resolve complex situations.
  • Confidence and presence in group presentation
  • Data oriented and obsessed with accuracy
  • Strong organizational, planning & time management skills with an entrepreneurial mindset
  • Able to translate technical info into customer-facing content

Bonus:

  • Able to translate technical info into customer-facing content
  • Experience working for a SaaS company and/or start-up would be an asset
  • Fluency in French
  • Able to use new tools

Education & Experience:

  • CPA designation
  • Bachelor's degree ideally in business administration or finance.
  • Minimum 2-3 years of full cycle operational accounting experience preferred
  • Minimum 1-2 years of accounts payable processing experience required
  • Experience with various ERPs such as QuickBooks, Sage (50, 100, 300, etc), Intacct, Netsuite...