Solutions Associate

Trullion is transforming the accounting world with an AI-powered platform built for accountants and auditors. Our technology automates complex financial workflows, boosts efficiency, reduces costly errors, and fosters real collaboration. Founded in 2019, Trullion is on a mission to make accounting and audit technology people truly love, driving a more efficient, transparent, and human-oriented industry. From rapid onboarding to a seamless managed service model, we deliver a customer-first experience at every step.

Headquartered in New York, with offices in Tel Aviv and London, we are backed by top investors, including Aleph, Third Point Ventures, Greycroft, StepStone Group, as well as leading global CFOs and accounting firms.

As a Solutions Associate, your role is crucial in ensuring the successful implementation and utilization of our solutions for our customers. Your responsibilities will encompass providing exceptional professional services, including managing onboarding projects and delivering ongoing technical expertise. As a product expert, you'll help our customers unlock the potential of our products, focusing on client satisfaction and the seamless adoption of our products. This position is an excellent opportunity for a highly skilled professional with a strong accounting background who wants to move from accounting to software, and is passionate about translating technical features into clear, practical solutions that drive customer success. You will be an integral part of a rapidly growing company at the forefront of the industry.

Responsibilities:

• Lead onboarding projects guiding new customers through the implementation of our products.
• Provide timely, high quality responses to customer support tickets during US business hours, ensuring issues are resolved efficiently and that customers feel supported, confident, and successful with our platform.
• Troubleshoot and resolve complex issues related to product functionality, data integration, and system configuration.
• Deliver product training and assist with the creation of support documentation.
• Collaborate cross-functionally to identify and address product enhancements, bugs, and user experience improvements.
• Gather client feedback and communicate it to the product development team for continuous improvements.

Requirements:

• 2 years of public accounting experience with a Bachelor’s degree in Accounting, Finance, or related field; CPA preferred.
• Exceptional problem-solving and analytical skills, with a proactive, solution-first mindset.
• Strong communication and client-facing abilities, with the capacity to explain complex concepts clearly.
• Able to manage multiple priorities and adapt in a fast-paced environment. Highly organized and detail-oriented.
• Adaptable and able to manage multiple tasks efficiently in a dynamic environment.
• Ability to work onsite at the NYC office 4 days per week.

Trullion's US salary range for this full-time position is $110,000 - $135,000 Benefits. Our salary ranges are determined by role, level, and location. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Contact our recruiter to find out more about our position.

About Us:

We embrace our core values in everything that we do:

• Think BIG. We are ambitious, proactive, and we love challenging the status quo.
• Live by truth. We uphold the highest standards of accuracy and accountability.
• On Your Side. We are on this journey together and want to collaborate and empower each other to succeed.
• Committed. Committed to execution. Committed to delivery. Committed to excellence.