Solutions Consultant

Reposted 2 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
150K-170K Annually
Mid level
Artificial Intelligence • Fintech • Information Technology • Financial Services
Trullion is a platform that uses AI to automate workflows for finance, accounting, and audit teams.
The Role
The Solutions Consultant serves as a technical advisor and subject matter expert, delivering product demonstrations and collaborating on revenue-driving solutions.
Summary Generated by Built In
Description

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.

Our Solutions Consultants serve as the primary subject matter experts on Trullion’s product suite throughout the sales process. We are looking for someone with a finance or accounting background and strong sales engineering experience, who excels at translating technical features into tangible business benefits. As a Solutions Consultant, you will lead our largest and most complex opportunities, demonstrating Trullion’s capabilities to our key prospects - including corporate accountants, auditors, and advisors.

Responsibilities
  • Serve as a trusted pre-sales technical advisor and subject matter expert on the Trullion platform, maintaining deep product knowledge and credibility with prospects, customers and partners.
  • Partner with Account Executives on technical evaluations and proofs of concept to uncover pain points and demonstrate Trullion’s value. 
  • Deliver compelling product demonstrations and guide responses to RFIs, RFPs, and security questionnaires with accuracy and clarity.
  • Collaborate with sales, product, partnerships, and customer success teams to design and deliver impactful, revenue-driving solutions aligned with customer goals.
  • Build strong, trust-based relationships with prospects and customers, effectively articulating product capabilities, trade-offs, and implementation considerations.
Requirements
  • 4+ years of total experience, consisting of 2+ years of solutions consulting, sales engineering, or technical sales. Prior experience preferred in accounting or finance role. Bachelor’s degree is required, CPA is a bonus.
  • Outstanding communication skills and ability to build trust-based relationships with prospects and internal stakeholders. 
  • Ability to work independently and collaboratively in a fast-paced environment. 
  • Detail-oriented with strong organizational skills.
  • Flexibility to adapt to evolving responsibilities and handle multiple tasks efficiently. 
  • Occasional travel.
  • Ability to work onsite at the NYC office 4 days per week.

Trullion's US salary range for this full-time position is $150,000-$170,000 OTE + 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 recruiting team to find out more about the 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.
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The Company
HQ: New York, NY
88 Employees
Year Founded: 2019

What We Do

Trullion is revolutionizing the accounting world with its AI-powered platform designed for finance teams, accountants, and auditors. By automating financial workflows, Trullion increases efficiency, prevents costly oversights, and drives collaboration. Our mission is to build accounting and audit technology that people love, making the industry more efficient, transparent, and human-oriented. Established in 2019, Trullion is headquartered in New York, with offices in Tel Aviv and London. We are backed by Aleph, Third Point Ventures, Greycroft, StepStone Group, and leading global CFOs, offering a customer-centric experience from speedy implementation to a convenient managed service model.

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