- Partner with Account Executives to conduct deep-dive, end-to-end GL and sub-ledger workflow discovery.
- Lead accounting-focused discovery sessions with Controllers, Accounting Managers, and Finance leaders.
- Evaluate ERP configurations, close processes, and accounting policies to determine automation feasibility and scope.
- Define necessary data access and artifacts required for successful implementation.
- Configure AI agents to align with customer accounting policies, ERP structures, and close controls.
- Support pilots and early implementations with a focus on accuracy, reconciliation integrity, and audit readiness.
- Collaborate with Engineering to clarify accounting logic, edge cases, and expected outputs.
- Act as an internal accounting authority, surfacing patterns to influence product roadmap decisions and implementation playbooks.