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Accounting Agents Solutions

W3Global Inc.
San Francisco, CA Other
POSTED ON 4/30/2026
AVAILABLE BEFORE 5/29/2026
ROLE: Accounting Agent Solutions (Accountant / Customer Solutions Role)Location: San FranciscoPosition Overview:

This role is designed for an accountant who enjoys solving complex, real-world accounting problems and translating them into scalable, AI-driven workflows. You will work closely with customers to improve their month-end close processes, reduce manual effort, and ensure accurate, audit-ready financials.

Acting as a bridge between accounting and product, you will help implement solutions, guide customers through adoption, and drive long-term success using AI-powered tools.

Key Responsibilities:
  • Own customer relationships and Manage ongoing client relationships, lead regular check-ins, and ensure alignment on accounting goals and close improvements.

  • outcomes & Translate accounting processes into workflows & Identify pain points in customer accounting processes and convert them into structured, repeatable workflows.

  • Support sales and onboarding efforts & Assist in proof-of-concept (POC) stages and help onboard customers successfully.

  • Drive adoption and expansion & Train users, develop best practices, and identify opportunities to expand product usage.

  • Act as accounting-to-product liaison & Ensure workflows align with accounting standards and provide feedback to product and engineering teams.

  • Collaborate cross-functionally & Work with internal teams to resolve issues, improve processes, and enhance customer experience.

  • Develop product expertise & Stay updated on platform capabilities and guide customers on best usage.

  • Build AI-driven solutions & Contribute to developing and implementing AI-based workflows within accounting functions.

  • Identifying gaps in accounting processes

  • Building/optimizing workflows (not just doing entries)

  • Supporting customers post-implementation

  • Driving adoption & acting as a bridge between Accounting ↔ Product/Tech

Must-Have Requirements:
  • 2 years of hands-on accounting experience (Audit / GL / Month-end close / Revenue / AP).

  • Strong understanding of US GAAP & full close process

  • Experience working with clients or stakeholders (consulting, implementation, advisory)

  • Comfortable with tools like QuickBooks, Sage Intacct, Excel

Company Description
W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Salary : $100,000 - $160,000

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