Financial Technology Consultant (Product & Accounting Focus)
Topkey · Austin, TX · 4 mo ago
On-siteInformation Technology$85k–$120k/yrFull-time
About the role
You’ll be at the heart of helping customers implement, adopt, and fully leverage our platform to run their financial operations. Your work will directly influence product quality and customer outcomes.
Responsibilities
- Guide new customers through implementation, setup, and training.
- Help operators translate accounting workflows into Topkey’s system.
- Troubleshoot issues and surface feedback to engineering.
- Schedule recurring meetings with key customers to drive usage and adoption.
- Track customer health and proactively flag issues before they escalate.
- Serve as a strategic partner for high-value customers.
Requirements
- Fluent in how financial operations work and able to translate that into practical outcomes for users.
- Comfortable bridging gaps between accounting teams, property operators, and software engineers.
- Know how to ask the right questions, identify root causes, and influence product decisions through insight, not volume.
- Strong grasp of accounting fundamentals, particularly AP, reconciliation, and reporting.
- Experience working cross-functionally with product and engineering teams.
- Highly organized and able to manage multiple accounts and priorities.
- Excellent written and verbal communication skills.
Qualifications
- 2 to 5 years of experience working in a fast-paced startup or finance team where you’ve been hands on with the numbers and consulting.
- Hands-on experience with ERP software such as QuickBooks, Sage Intacct, NetSuite, or Microsoft Dynamics.
- Familiarity with ASC 606 and SaaS revenue recognition principles.
- Prior experience leading ERP or accounting system implementations.
- Background in an early-stage startup environment where you’ve helped build processes from the ground up.
- Customer-facing experience in a B2B SaaS environment focused on product adoption or technical enablement.
- Experience in either SaaS or fintech.
- Experience in the vacation rental, hotel, or property management industry.
- Experience working in a startup environment.
Benefits
We are growing rapidly, and this trend is not slowing down as we establish a strong product-market fit. Your work will be crucial in ensuring we keep the high standard we have set on providing the best customer experience in the industry.