Technical Accounting Consultant (TAC)

As a Technical Accounting Consultant (TAC) you are responsible for providing technical expertise during the pre-sales process along with customer feedback to our product and marketing teams, using your expertise in lease accounting. In partnership with the account executive, you will focus on understanding the customers’ business objectives to show them how our solutions can help them achieve their goals. You will collaborate with sales, marketing, and product to share best practices and insights. Sales Engineers at FinQuery are product experts that are great at communicating. You are a self-starter and familiar with FinQuery’s accounting standards, products, clients, and partners. In addition to focusing on new business growth you will participate in internal projects and represent FinQuery at internal and external industry events. You are comfortable working with technology, have excellent communication skills, and are able to explain complex technical concepts in a clear and concise manner.

Reports to, Director of Sales

What you will be doing:

• Engage with prospects and customers in a consultant role showing how our solutions can help meet their business and technical goals.
• In partnership with the sales team, formulate and execute a sales strategy to exceed revenue targets.
• Remain up to date with all of FinQuery’s products and services by attending product release meetings and provide feedback to the product team
• Collaborate with sales, marketing, and product teams providing customer feedback and influencing our go-to-market messaging
• Gather and document client requirements in order to translate requirements into software presentation that conforms to client needs.
• Prepare for meetings and tailor communications to address business needs of potential clients as part of the pre-sales process.
• Build deep relationships with customers to enable them to be FinQuery advocates.
• Continuously improve professional skills with a focus on personal mastery and team learning through activities such as training, reading, and seeking mentorship from others.
• Provide the marketing team with content for technical articles, blog comments, webinars, peer review, etc. and participate in webinars as a technical expert
• Partner with Customer Success Managers to answer escalated technical accounting and software questions as well as participate in customer calls, as needed
• Identify repeat request and how to resolve especially if it could be addressed during sales process/demo
• Develop an understanding of competitive analyses and differentiators between the company and its competitors.
• Develop a competent level of knowledge and technical hands-on experience across products, solutions, and sales propositions.
• Document all calls, emails, and other relevant sales activity in CRM accurately and timely. 
• Keep up to date with all pronouncements by regulatory bodies and new developments with regards to lease accounting
• Represent FinQuery by adequately preparing for and participating in conferences and events.
• Conduct all business in accordance with FinQuery policies and procedures
• All other duties as assigned.

What experience and skills we need you to have:

• Requires 1-3 busy seasons in an audit role, preferably at a Big 4
• 3+ years experience in an accountant position, audit experience is preferred
• Strong understanding of FASB, GASB and IFRS guidelines
• Strong understanding of lease accounting standards and FinQuery products and tools
• Developing skills to achieve and exceed sales targets
• Basic understanding of sales principles and techniques
• Ability to conduct market research and analyze data
• Comfortable engaging and working with all levels of personnel and a variety of departments - specifically accounting/finance/real estate
• Confidently with engages senior management and executive customer prospects to convey FinQuery's value proposition
• Excellent listener that seeks to understand what a prospect/customer is trying to achieve rather than assuming
• Fast learner, excited and willing to gain additional accounting knowledge and apply it on an ongoing basis
• Great communication skills (presentation, verbal and written)
• Enjoys a fast-paced environment and loves teamwork and collaboration
• Results Orientation/Self-Management:
• Must have demonstrated ability to attain sales goals
• Must be able to produce accurate and timely sales forecasts on a weekly basis.
• Self-motivated with a strong ability to understand and address challenges faced by customers

Benefits:

• Flexible PTO (including 11 holidays and your birthday off) 
• 401(k) plan with employer matching 
• Great health benefits with multiple plan option 
• Option to choose between in office, fully remote, or a hybrid work environment for all employees
• Sabbatical program (4 weeks after 5 years of service)
• Casual dress environment (when in office)
• Catered lunches every Tuesday and Thursday
• Company events each quarter
• Signing stipend for a work-from-home setup
• Free gym membership at our office
• Annual employee development program stipend of $2,000 for each employee 
• Flexible parental leave with 10 weeks paid leave for ALL new parents
• Fertility/adoption assistance 
• Annual tutoring stipend for your children
• Mentorship program available immediately 
• Regular team outings
• Advancement opportunities based on results, not politics
• Culture that emphasizes inclusiveness driven by our REDI Committee

About Us

FinQuery is revolutionizing accounting automation and contract management. As the only provider offering a single platform for complete visibility into lease and vendor contracts, we empower organizations with unprecedented control over their top spending categories. Our award-winning AI-driven software helps over 8,000 organizations worldwide minimize risk, boost efficiency, and reduce costs. Join us as we redefine how businesses manage their finances.

FinQuery is an equal opportunity employer to all persons, free from restrictions and prejudice based upon race, color, creed, religion, sex, domestic relationship status, parental status, family status, sexual orientation, national origin, gender identity, age, and disability status. FinQuery maintains a drug-free workplace.