Solutions Engineer Expert (CPAs)
At a glance
Mid-level Solutions & Sales Engineering role at Weekday AI. Remote, United States · full-time · no salary stated · we estimate $101,000–$170,000 across the United States.
Weekday AI has not published a salary for this role. The figure below is our estimate, not theirs.
remoteroles summary, based on the employer's posting.
What you'll do
- Translate customer billing rules into contract, pricing, usage-measurement and invoice setups
- Turn complex business needs into clear workflows and design solutions for billing, revenue recognition and reporting
- Support Sales with live demos, test environments and RFP responses, tailoring examples to enterprise scenarios
- Discuss requirements with finance and technology leaders, then pass organized customer insights to Product and Engineering
- Prepare deal handoffs, customer solution documents and onboarding materials, while maintaining internal guides
What you bring
- Six to ten years in solutions engineering, presales or technical consulting
- CPA credentials or comparable work in accounting, audit, finance operations or ERP consulting
- Hands-on revenue recognition using Excel or ERP systems, plus a strong grasp of controller workflows
- Clear communication and presentation skills, including explaining why a solution fits beyond its technical setup
Who this fits
This role suits a solutions engineer with credible finance experience who can work with finance leaders and manage complex, multi-party deal cycles. You need to be available on weekdays during standard US Eastern or Pacific business hours.
From the employer
This role is for one of the Weekday's clients
Salary range: Rs 10000000 - Rs 20000000 (ie INR 100 - 200 LPA)
Min Experience: 6 years
Location: USA, Canada
JobType: full-time
This role involves being the internal voice of the customer, partnering with Sales, Product, and Engineering to solve complex customer problems. The ideal candidate will bring genuine finance domain credibility, capable of engaging in thoughtful conversations with finance leaders on topics like revenue recognition, billing complexity, and close cycles, connecting these discussions back to product value.
Requirements
Key Responsibilities
- Comprehend customer billing frameworks and accurately configure contracts, pricing, metering, and invoicing.
- Convert complex business needs into well-defined, organized workflows and configurations.
- Develop solutions addressing intricate billing, revenue recognition, and reporting processes with a focus on desired results.
- Collaborate with Sales for live demonstrations, sandbox configurations, and responses to RFPs.
- Engage in discovery discussions with CTOs, CFOs, Controllers, VPs of Finance, and senior stakeholders to align customer requirements with Zenskar’s capabilities.
- Create and maintain demo environments that accurately represent real-world enterprise scenarios.
- Serve as the internal advocate for customers by providing structured insights to Product and Engineering teams.
- Prepare clear documentation for smooth handoffs during deal or use case transitions.
- Develop customer-specific solution documents and onboarding materials.
- Contribute to internal knowledge repositories, enablement resources, and product documentation.
Qualifications
- 6 to 10 years of experience in Solutions Engineering, Pre-Sales, or Technical Consulting.
- CPA certification or equivalent experience in accounting, audit, financial operations, or ERP consulting.
- Practical experience performing revenue recognition using Excel and/or ERP systems.
- Thorough understanding of the finance function, including the priorities and operations of controllers (such as close cycles, revenue recognition, and accounts receivable hygiene).
- Comfortable managing deal cycles exceeding $75k and navigating multi-stakeholder purchasing processes.
- Experience supporting customers in global markets, particularly in North America.
- Excellent communication and presentation skills, able to articulate the rationale behind solutions beyond just the implementation details.
- Basic conceptual knowledge of software and AI architectures, APIs, and the ability to analyze workflows and usage challenges.
- Strong analytical mindset with a methodical approach to solving problems.
- High level of ownership, curiosity, and adaptability in fast-paced environments.
- Availability to work standard US business hours (ET/PT) on weekdays.
- Practical experience with billing or order-to-cash workflows (Preferred).
- Demonstrated success in managing end-to-end implementation processes (Preferred).
- Previous work experience in fintech, billing, ERP, or Revenue Operations SaaS companies; familiarity with NetSuite, Salesforce Billing, Zuora, Chargebee, or Recurly is highly relevant (Preferred).
Skills
Solutions Engineering, Pre-Sales, Technical Consulting, Finance Domain, Revenue Recognition, Billing Models, ERP Software, Accounting, Audit, Financial Operations, API Integration, Software Architecture, AI Architecture, Communication Skills, Demo Skills, RFP Response, Customer Support SaaS, Salesforce Billing, Order-to-Cash Implementation
Solutions & Sales Engineering work from LinkedIn, X, Reddit and Upwork, in one list.
Each morning you get everything that fits, strongest first.
Solutions & Sales EngineeringRemote
Find me workBy the team behind remoteroles.