Solutions Engineer - Account Management

Posted 5 Days Ago
Be an Early Applicant
New York, NY
In-Office
Mid level
Fintech • Software • Financial Services
LiveFlow helps millions of businesses manage their finances better
The Role
As a Solutions Engineer, you will manage customer relationships, drive renewals, and collaborate with Sales and Product teams to deliver effective solutions while utilizing your financial expertise.
Summary Generated by Built In
About LiveFlow

We are building the next-generation accounting and finance platform to enable lean finance teams to run massive enterprises.

We have raised over $21M from top-tier investors including: YC, YC Continuity, Valar Seedcamp, WndrCo, Moonfire, Bradley Horowitz (VP Product, Google) and more.

We are helping thousands of companies to streamline their financial workflows and we have hundreds of 5/5 ratings on G2.

Our founding team previously worked at Europe's fastest growing fintech, Revolut.


ABOUT THE ROLE

As one of our early-stage Solutions Engineers, you will play a pivotal role at the intersection of Customer Success, Sales, and Product. You’ll serve as a trusted partner to our customers—helping them unlock the full potential of LiveFlow, driving renewals, and identifying opportunities for expansion. Your financial background will empower you to deeply understand our customers’ workflows, while your sales mindset and entrepreneurial drive will help you identify ways to grow relationships and deliver measurable value. You’ll collaborate closely with our Product and Sales teams to shape solutions that address real customer pain points and fuel LiveFlow’s next stage of growth.

WHAT YOU WILL DO

  • Manage customer relationships across adoption and renewal stages

  • Lead renewal and expansion conversations by aligning LiveFlow’s value to business outcomes

  • Apply your financial expertise to translate customer needs into practical product solutions

  • Partner with Sales and Product teams to identify and scope growth opportunities within accounts

  • Gather and share customer insights to influence roadmap and improve the LiveFlow experience

  • Drive operational excellence by maintaining a deep understanding of customer goals and usage patterns

WHAT WE’RE LOOKING FOR

  • 2–5 years of experience in Finance, Customer Success, or Sales Engineering (FP&A, Accounting, or similar)

  • Strong understanding of financial statements

  • Demonstrated experience managing customer renewals, expansions, or retention initiatives

  • Excellent communication and relationship-building skills with Finance and Accounting leaders (CFOs, Controllers, etc.)

  • Entrepreneurial mindset—you thrive in ambiguity, take ownership, and move fast to solve customer challenges

  • Proactive, data-driven problem solver with an eagerness to collaborate across teams

  • Passionate about helping customers succeed through technology and automation

Benefits
  • Competitive base salary + commission (if applicable)

  • Substantial equity package

  • Health, dental, and vision insurance

  • Commuter benefits

  • 401(k)

  • All the latest tech you need; MacBooks, monitors, etc.

  • Monthly budget to spend on books and conferences to keep learning

  • 28 days paid vacation

Interview process:
  1. Intro Call

  2. Live Problem-Solving and Communication Challenge

  3. Career History Interview

  4. Reference Checks

  5. Final interview

Sounds like something for you? Then, we would love to hear from you.

Top Skills

Accounting Software
Financial Software
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The Company
48 Employees
Year Founded: 2021

What We Do

LiveFlow is a flexible and powerful FP&A platform that syncs your QuickBooks Online and Xero reports in a Google Sheets, Microsoft Excel or LiveFlow dashboards to gain valuable insights in minutes.

Trusted by finance professionals worldwide, LiveFlow provides serious value and time savings to some of the world's sharpest financial minds.

With 5-star aggregate ratings on Intuit, G2, and Google, it's not just hype.

See for yourself what we can do for your business

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