Solutions Consultant At Dualentry New York City jobs in New York City – Browse 4,355 openings on RoboApply Jobs

Solutions Consultant At Dualentry New York City jobs in New York City

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companyDualEntry logo
Full-time|On-site|New York City

Join DualEntry as a Solutions ConsultantFounded in 2024, DualEntry is rapidly establishing itself as a leader in the AI-driven finance sector. Our innovative AI-native ERP solution empowers accounting teams to maximize efficiency, enabling organizations—from small businesses generating $5 million in annual recurring revenue to large NYSE-listed enterprises—to automate tedious manual data entry processes.The ERP market, valued at over $220 billion, has remained stagnant for decades. DualEntry is breaking the mold, helping companies transition from outdated on-premise systems to advanced, cloud-based solutions.We are a fast-paced, results-oriented team that values ownership and agility. As a Solutions Consultant, you will play a pivotal role, merging sales acumen with product expertise, contributing to the growth of our SC function while engaging directly with clients to close deals.This position is an exciting opportunity to shape the future of finance and demonstrate your skills in a dynamic environment. We are looking for someone who is dedicated to excellence and eager to push boundaries.

Feb 6, 2026
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companyDualEntry logo
Full-time|On-site|New York City

About DualEntryFounded in 2024, DualEntry is rapidly emerging as one of the leading AI startups in the financial technology space.At DualEntry, we are pioneering the future of finance. The ERP market stands as one of the largest sectors in fintech, valued at over $220 billion. Despite this, many businesses still rely on outdated on-premises systems, and the industry has not seen significant innovation in over three decades.Our AI-driven ERP empowers accounting teams to maximize efficiency and productivity, gaining trust from businesses ranging from $5 million ARR to NYSE-listed corporations. We are on a mission to redefine the finance team landscape, alleviating the burdens of legacy ERPs from the past.We thrive on a culture of urgency and accountability, propelling ourselves forward with speed and precision.The Importance of This RoleIn just 18 months, we have successfully raised over $100 million from prestigious investors including Lightspeed Venture Partners, Khosla Ventures, Contrary Ventures, and Google Ventures, along with contributions from over 20 angel investors who have a track record of building, scaling, and exiting successful companies.Our achievements stem from our commitment to rapid execution and the recruitment of a talented, dedicated team from top tech and accounting firms such as Ramp, Meta, Microsoft, Lyft, PwC, Deloitte, J.P. Morgan, Bloomberg, Sage, Xero, and Intuit. We also welcome individuals without prestigious backgrounds who are eager to prove their potential.As part of a small yet fast-growing team, you have the opportunity to join us at a pivotal moment.In the role of Solutions Consultant Lead, you will be positioned at the nexus of Sales and Product. You will establish the Solutions Consulting function from the ground up while engaging directly in deal closures. This role is foundational and offers significant opportunities for growth and leadership.This position demands a hands-on approach and total ownership. We expect you to strive for excellence and elevate standards.

Jan 31, 2026
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companyDualEntry logo
Full-time|On-site|New York City

Join DualEntry as the Head of Strategic PartnershipsFounded in 2024, DualEntry is rapidly establishing itself as one of the leading AI startups globally, dedicated to revolutionizing the finance sector.Our innovative AI-native ERP solution is transforming accounting operations for businesses of all sizes, from start-ups to NYSE-listed firms. With a market poised to exceed $220 billion, we aim to eliminate the outdated practices of legacy ERPs and streamline financial processes.In this pivotal role, you will spearhead the development and execution of our partnership strategy, fostering relationships with system integrators, accounting firms, SaaS providers, and consultants. This is a hands-on, high-impact position that requires a proactive approach, excellence in execution, and a commitment to driving results.

Feb 18, 2026
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companyDualEntry logo
Full-time|On-site|New York City

Join Our Team at DualEntryEstablished in 2024, DualEntry is rapidly emerging as a leader among AI-driven startups in the finance sector.At DualEntry, we are revolutionizing finance as we know it. The ERP market, valued at over $220 billion, remains largely dominated by outdated on-premise systems, with little innovation in over three decades.Our AI-native ERP solution empowers accounting teams to maximize their productivity. Companies ranging from start-ups with $5M in Annual Recurring Revenue to NYSE-listed enterprises rely on DualEntry for automating tedious data entry tasks. We are redefining the finance team landscape by alleviating the burdens imposed by legacy ERPs from the 1990s.We thrive on a culture of urgency and ownership, driving swift progress.Why This Role is CrucialIn just 18 months, we have secured over $100 million in funding from top-tier investors including Lightspeed Venture Partners, Khosla Ventures, Contrary Ventures, and Google Ventures, alongside contributions from more than 20 angel investors who have successfully built and exited transformative companies.Our success stems from our rapid execution and a talented team sourced from prestigious technology and accounting firms such as Ramp, Meta, Microsoft, Lyft, PwC, Deloitte, J.P. Morgan, Bloomberg, Sage, Xero, and Intuit. We also welcome those without conventional backgrounds who are eager to showcase their capabilities.We are a small but fast-growing team with tremendous momentum—join us early!As a Product Manager, you will oversee product features from inception to launch, collaborating closely with design and engineering teams.This role demands a hands-on approach with complete ownership. We expect you to drive for excellence and elevate our standards. Location: New York City HQ (EST)

Jan 31, 2026
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companyDualEntry logo
Full-time|On-site|New York City

About DualEntryEstablished in 2024, DualEntry is rapidly becoming one of the leading AI startups globally.At DualEntry, we are redefining the future of finance. The Enterprise Resource Planning (ERP) sector is one of the largest in the fintech industry, worth over $220 billion. Despite this, countless organizations still rely on outdated on-premise systems, with no new innovations emerging for over three decades.Our AI-driven ERP solution empowers accounting departments to enhance productivity. Whether it’s a business generating $5 million in annual recurring revenue or a publicly traded firm, they trust DualEntry to eliminate tedious data entry tasks using AI technology. We are paving the way for the one-person finance team and moving beyond the frustrations of legacy ERPs from the 1990s.We operate with a sense of urgency and accountability. Our pace is quick.Why This Role is CrucialIn just 18 months, we have successfully secured over $100 million in funding from prestigious investors like Lightspeed Venture Partners, Khosla Ventures, Contrary Ventures, and Google Ventures, along with contributions from over 20 angel investors who have been instrumental in building and scaling significant companies in recent years.Our rapid ascent is attributed to our swift execution and our team of exceptionally talented and dedicated professionals from top tech and accounting firms including Ramp, Meta, Microsoft, Lyft, PwC, Deloitte, J.P. Morgan, Bloomberg, Sage, Xero, and Intuit. We also welcome individuals who may not have a well-known logo on their resumes but are eager to demonstrate their capabilities.As a small yet rapidly growing team, we are on an exciting trajectory. Join us early on this journey.As the Content Marketing Manager, you will spearhead our comprehensive content strategy and influence how contemporary finance professionals discover and engage with DualEntry.This role is demanding, hands-on, and comes with full responsibility. We expect you to strive for excellence and continuously elevate our standards.

Jan 31, 2026
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companyDualEntry logo
Full-time|On-site|New York City

About DualEntryEstablished in 2024, DualEntry is rapidly emerging as one of the leading AI startups globally.At DualEntry, we are redefining the future of finance. The ERP sector stands as one of the largest fintech markets, exceeding $220 billion. Despite this, a significant number of businesses still rely on outdated on-premise systems, marking over three decades without new competition.Our AI-driven ERP solutions empower accounting teams to maximize their efficiency. Companies ranging from startups generating $5M in ARR to NYSE-listed giants are leveraging DualEntry to eliminate manual data entry through advanced AI technology. We are making the concept of a one-person finance team a feasible reality while leaving behind the frustrations caused by legacy ERPs from the 1990s.We prioritize agility and accountability, fostering an environment of rapid progress.Why This Role is CrucialIn just 18 months, we have secured over $100 million in funding from prestigious investors including Lightspeed Venture Partners, Khosla Ventures, and Google Ventures, alongside 20+ angel investors who have successfully built and sold impactful companies in the last decade.Our success is attributed to our swift execution and the recruitment of an exceptionally talented team from top tech and accounting firms such as Ramp, Meta, Microsoft, and PwC. We also value those from non-traditional backgrounds who are eager to demonstrate their potential.We are a small yet fast-growing team with significant momentum - join us early.As a Senior Account Executive, you will spearhead our revenue generation efforts, managing high-value deals and collaborating closely with our founders, marketing, and product teams. Our current Account Executives are experiencing overwhelming demand for demos, and we need you to hit the ground running, leading deals to closure from day one.This position is intense and hands-on, providing you with full ownership over your work. We expect you to strive for excellence and elevate our performance standards.

Feb 6, 2026
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companyDualEntry logo
Full-time|On-site|New York City

About DualEntryEstablished in 2024, DualEntry has rapidly emerged as one of the leading AI startups globally.At DualEntry, we are redefining the future of finance. The ERP sector represents one of the largest fintech markets, valued at over $220 billion. Despite this, many companies continue to rely on outdated on-premise systems, marking a significant opportunity for innovation, as the market has seen minimal new entrants in over three decades.Our AI-driven ERP solution empowers accounting teams to achieve greater efficiency and productivity. From businesses generating $5M in ARR to those listed on the NYSE, organizations trust DualEntry to eliminate the need for manual data entry through automation. We are revolutionizing the concept of a one-person finance team and leaving behind the challenges posed by legacy ERPs from the 1990s.We thrive on urgency and accountability, operating at a rapid pace.Why This Role is CrucialIn just 18 months, we have successfully raised over $100 million from prestigious investors, including Lightspeed Venture Partners, Khosla Ventures, Contrary Ventures, and Google Ventures, along with contributions from over 20 angel investors who have built and scaled influential companies in recent years.Our success stems from our commitment to rapid execution and the recruitment of an exceptionally talented and dedicated team from top tech and accounting firms, including Ramp, Meta, Microsoft, Lyft, PwC, Deloitte, J.P. Morgan, Bloomberg, Sage, Xero, and Intuit. We also welcome individuals who may not have a renowned logo on their resume but are driven to prove their capabilities.As a growing team with significant momentum, we invite you to join us at this pivotal stage.In the position of Strategic Partnerships Lead, you will be instrumental in developing DualEntry’s partnership framework by identifying, securing, and activating high-impact partners, including accounting firms, fractional CFOs, consultants, and adjacent SaaS platforms. Your contributions will directly influence our partner ecosystem, go-to-market speed, and overall growth trajectory.This is a dynamic, hands-on role that comes with comprehensive ownership. We expect you to strive for excellence and elevate our standards.

Jan 31, 2026
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companyDualEntry logo
Full-time|On-site|New York City, New York, United States

About DualEntryEstablished in 2024, DualEntry is rapidly emerging as one of the leading AI startups globally.At DualEntry, we are pioneering the future of finance. The ERP sector represents one of the largest fintech markets, valued at over $220 billion. Despite this, countless organizations continue to rely on outdated on-premise systems, as the industry has lacked new entrants for over three decades.Our AI-driven ERP solution empowers accounting teams to achieve greater efficiency. From $5 million ARR businesses to NYSE-listed corporations, clients trust DualEntry to eliminate manual data entry through our innovative AI technology. We are transforming the finance industry, making one-person finance teams a feasible reality and leaving behind the frustrations of legacy ERPs from the 1990s.We operate with a sense of urgency and accountability, moving quickly to meet our goals.Why This Role is CrucialIn just 18 months since our inception, we have successfully raised over $100 million from top-tier investors, including Lightspeed Venture Partners, Khosla Ventures, Contrary Ventures, and Google Ventures, along with over 20 angel investors who have previously built, scaled, and exited some of the most impactful companies of the last decade.This success is attributed to our rapid pace and the hiring of a highly skilled, dedicated team from leading technology and accounting firms, including Ramp, Meta, Microsoft, Lyft, PwC, Deloitte, J.P. Morgan, Bloomberg, Sage, Xero, and Intuit. Many of our team members may not have well-known brands on their resumes but are here to showcase their capabilities.As a small but rapidly growing team, we invite you to join us at this exciting stage in our journey.This role is intense and hands-on, allowing you to take full ownership of your work. We expect you to strive for excellence and elevate standards.Your ImpactAs our Product Manager, you will oversee the development of features from conception to implementation across engineering and design teams, simplifying complex accounting workflows into intuitive, powerful product experiences. This role requires a hands-on approach with full accountability, directly influencing the integration of AI within the ERP of the future.You will manage the execution of 5+ product features concurrently.You will distill complex accounting workflows into clear requirements for engineering teams.You will collaborate with founders, engineering, design, and go-to-market teams to ensure clarity and alignment.You will define the product roadmap, strategies, and prioritization frameworks to enhance product velocity.You will guarantee reliability, accuracy, and user-friendliness across all released features.

Sep 22, 2025
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companyDualEntry logo
Full-time|On-site|New York City

About DualEntryEstablished in 2024, DualEntry stands as one of the most rapidly expanding AI startups in the world.At DualEntry, we are shaping the future of finance today. The ERP sector is one of the largest fintech markets globally, valued at over $220 billion. Despite this, countless companies still rely on outdated on-premise systems, with no new entrants in the market for over three decades.Our AI-driven ERP solutions empower accounting teams to accomplish more in less time. Businesses ranging from those with $5 million in ARR to NYSE-listed corporations trust DualEntry to automate their tedious manual data entry tasks. We are revolutionizing finance teams by eliminating the burdens of legacy ERPs from the 1990s.We operate with urgency and a sense of ownership, moving swiftly to achieve our goals.The Importance of This RoleIn just 18 months since our inception, we have successfully raised over $100 million from prestigious investors such as Lightspeed Venture Partners, Khosla Ventures, Contrary Ventures, and Google Ventures, along with support from over 20 angel investors who have built and exited some of the most influential companies in recent years.Our rapid growth has been fueled by an exceptionally talented team comprised of dedicated professionals from top tech and accounting firms, including Ramp, Meta, Microsoft, Lyft, PwC, Deloitte, J.P. Morgan, Bloomberg, Sage, Xero, and Intuit. We also welcome individuals without traditional backgrounds who are eager to prove their capabilities.Join us early in this exciting journey as we scale our small but dynamic team rapidly.As a Business Development Representative, you will take charge of the outbound strategy, propelling DualEntry into the CFO's office at maximum speed. This is a hands-on role with significant responsibilities, where you will be expected to strive for excellence and set high standards, including the development of our go-to-market (GTM) playbook.This is an intense, hands-on position that demands full ownership and a commitment to raising the bar.

Feb 24, 2026
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companyDualEntry logo
Full-time|On-site|New York City

About DualEntryEstablished in 2024, DualEntry stands as one of the fastest-growing AI startups globally.At DualEntry, we are pioneering the future of finance. The ERP sector is one of the largest fintech markets, valued at over $220 billion. Yet, numerous companies still rely on outdated on-premise systems, and the industry has lacked new entrants for over three decades.Our AI-powered ERP solution empowers accounting teams to work more efficiently. From $5 million ARR businesses to NYSE-listed enterprises, organizations trust DualEntry to eliminate manual data entry through automation. We are making the concept of a one-person finance team a reality, leaving behind the burdens of legacy ERPs from the 1990s.We operate with a sense of urgency and ownership, moving swiftly and decisively.Why This Role Matters NowIn just 18 months, we have secured over $100 million in funding from prominent investors, including Lightspeed Venture Partners, Khosla Ventures, Contrary Ventures, and Google Ventures, along with a diverse group of 20 angel investors who have successfully built and exited influential companies over the past decade.Our rapid growth can be attributed to our commitment to hiring an exceptionally talented, hard-working team from leading tech and accounting firms such as Ramp, Meta, Microsoft, Lyft, PwC, Deloitte, J.P. Morgan, Bloomberg, Sage, Xero, and Intuit. Some of our team members may not have well-known logos on their resumes but are eager to prove their capabilities.As a small yet rapidly expanding team, we are gaining momentum—join us early.As our Chief of Staff, you will spearhead DualEntry’s most critical initiatives, ensuring our strategy is effectively executed across all departments, including Product, Engineering, Go-To-Market (GTM), and Customer Experience (CX). You will also lead high-impact strategic projects that drive growth and enhance our operational efficiency. Collaborating directly with the CEO and leadership team, you will help shape pivotal decisions and address key priorities.

Jan 31, 2026
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companyDualEntry logo
Full-time|On-site|New York City

Join DualEntry as a Senior Product DesignerFounded in 2024, DualEntry is rapidly establishing itself as a leader in the AI startup landscape. We are at the forefront of transforming the finance industry, particularly within the ERP sector, which boasts a staggering market size exceeding $220 billion.Despite the scale of the industry, many businesses still rely on outdated on-premise systems, presenting a unique opportunity for innovation. Our AI-driven ERP solution empowers finance teams to maximize productivity, allowing companies ranging from $5M ARR startups to NYSE-listed giants to automate manual tasks that have plagued them for decades.At DualEntry, we foster a culture of urgency and ownership, driving our team to achieve remarkable results quickly.Why You Should Consider This RoleIn just 18 months, we have raised over $100 million from prestigious investors such as Lightspeed Venture Partners, Khosla Ventures, and Google Ventures, alongside contributions from more than 20 notable angel investors.Our success is fueled by a dedicated and talented team drawn from top tech and accounting firms, including Ramp, Meta, Microsoft, and more. We pride ourselves on the diverse backgrounds of our team members, many of whom are here for the chance to prove their capabilities.As a Senior Product Designer, you will play a critical role in crafting intuitive and sophisticated UI/UX experiences that will revolutionize the way finance and accounting professionals operate. This is a unique chance to build comprehensive design systems and user journeys from the ground up, with the ability to iterate rapidly and see features launched multiple times a week.We are looking for someone who thrives in a hands-on environment and is committed to pushing the boundaries of excellence in design.

Jan 31, 2026
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companyDualEntry logo
Full-time|On-site|New York City

Join DualEntry as a Staff Product DesignerFounded in 2024, DualEntry is revolutionizing the fintech landscape as one of the fastest-growing AI startups globally.At DualEntry, we are shaping the future of finance today. The ERP sector represents one of the largest markets in fintech, valued at over $220 billion. Despite this, many organizations are still reliant on outdated on-premise systems, with little innovation in over three decades.Our AI-driven ERP platform empowers accounting teams to enhance productivity significantly. Businesses ranging from $5M ARR to NYSE-listed entities trust DualEntry to eliminate tedious manual data entry through automation. We are transforming the concept of a one-person finance team into a reality, leaving behind the challenges posed by legacy ERPs from the 1990s.We pride ourselves on our urgency and ownership—operating at a fast pace.Why This Role is CriticalIn just 18 months, we've successfully raised over $100 million from prestigious investors, including Lightspeed Venture Partners, Khosla Ventures, Contrary Ventures, and Google Ventures, alongside numerous influential angel investors who have built and exited some of the decade's most impactful companies.This rapid growth is fueled by our quick decision-making and the hiring of an exceptionally talented team from top technology and accounting firms like Ramp, Meta, Microsoft, Lyft, PwC, Deloitte, J.P. Morgan, Bloomberg, Sage, Xero, and Intuit. We also welcome those without big-name logos on their resumes who are eager to prove their worth.As part of our fast-growing team, you will have the opportunity to join us at an early stage.As the Staff Product Designer, you will spearhead the development of intuitive and sophisticated UI/UX experiences, reshaping how finance and accounting teams operate. This role is your chance to construct design systems and user journeys from scratch, enabling rapid iteration and implementation of features multiple times a week.This position demands a hands-on approach with complete ownership, and we expect you to strive for excellence and elevate our standards.

Feb 6, 2026
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companyLevelpath logo
Full-time|$150K/yr - $200K/yr|On-site|New York City

About YouYou are an innovative problem-solver who excels at tackling complex challenges, quickly assimilating new information, and applying your knowledge to foster progress. You are motivated by significant challenges, and you take ownership of outcomes. Your passion for assisting others shines through as you thrive in collaborative environments, finding inspiration in shared achievements. You appreciate rapid iteration and constructive feedback from both your colleagues and customers. As an early riser, you are eager for your next adventure.About UsLevelpath is a cutting-edge AI procurement platform designed for global enterprises. Since our inception in 2022, we have been dedicated to transforming procurement into a seamless experience. With its intuitive design, Levelpath enables agile procurement in mere days and unlocks savings within weeks while providing clarity, control, and intelligence to all stakeholders. Our platform offers a comprehensive view of spending for procurement, finance, legal, and IT—from intake and sourcing to contracting and payment. Our AI capabilities deliver contextually relevant and genuinely helpful insights, uncovering valuable opportunities and significantly enhancing efficiency. Leading global brands rely on Levelpath’s extensive procurement expertise to revolutionize their business outcomes and maximize value from their supplier relationships.Pathfinders Wanted - Join Us!We are seeking a Solutions Consultant to aid in scaling our platform and delivering immediate value to customers. You will play a pivotal role in the pre-sales process by supporting Account Executives and conducting demonstrations, as well as managing the onboarding and implementation processes to ensure continuous customer satisfaction. This is a unique opportunity to join a high-impact, customer-focused solutions team that addresses procurement challenges head-on, contributing significantly to our customers' success.This is a full-time position based in our New York City office.

Jul 23, 2025
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companydualentry logo
Full-time|On-site|New York City

Join our dynamic team at dualentry as a NetSuite Consultant Expert. You will be a key player in optimizing and implementing NetSuite solutions that enhance our clients' operational efficiency. Your expertise will guide businesses in navigating the complexities of their financial processes while ensuring seamless integrations and customizations.As a NetSuite Consultant Expert, you will leverage your in-depth knowledge of NetSuite functionalities to deliver tailored solutions. You will collaborate closely with clients to understand their unique needs, provide strategic recommendations, and lead implementation projects from inception to completion.

Feb 26, 2026
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companyVensure Employer Solutions logo
Business Consultant in New York City

Vensure Employer Solutions

Full-time|On-site|New York City

Join our dynamic team at Vensure Employer Solutions, a leading player in the HR technology and services sector. We are committed to providing a vibrant office environment, and are eager to find a talented Business Consultant ready to make an impact.About Us Vensure Employer Solutions stands as the largest privately held organization in the HR technology and service industry. With a diverse range of solutions, including HR/HCM technology, managed services, and global business process outsourcing (BPO), we support over 95,000 businesses and manage more than $135 billion in annual payroll. As your 'One Employer Solution', our headquarters in Chandler, Arizona, allows us to assist thousands of businesses in streamlining their operations with tailored strategies that benefit both employers and employees. To learn more about us, visit www.vensure.com.Position Summary As a Business Consultant, you will drive the prospecting and sales of Solvo products and services to various organizations. You will be responsible for articulating the advantages of staffing solutions and BPO, ensuring client expectations align with our deliverables. This role involves managing sales forecasting, resource allocation, and strategic planning to enhance sales volume and profitability.Essential Duties and Responsibilities - Proactively identify and develop new business opportunities within your territory. - Achieve or surpass monthly and quarterly sales targets consistently. - Expand your knowledge of industry trends, new offerings, and broker practices. - Monitor competitor strategies and assess potential threats. - Guarantee the efficiency and accuracy of services provided to clients. - Oversee the preparation and execution of renewal proposals for existing clients. - Create impactful executive summaries for client presentations. - Formulate lead generation strategies and utilize CRM (Salesforce) for activity tracking. - Submit new business paperwork, expense reports, and weekly activity reports punctually. - Participate in monthly consulting meetings, offering training and mentorship to colleagues. - Travel domestically and occasionally internationally for team meetings, customer events, industry conferences, and training sessions, which may involve air travel and ground transportation. - Foster and enhance relationships with team members and peers across various disciplines to ensure effective communication and service delivery to clients. - Stay updated on best practices through webinars and training sessions.

Feb 18, 2026
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companyTabs logo
Full-time|On-site|New York City, NY

Tabs is at the forefront of innovation as the premier AI-driven revenue platform designed for contemporary finance and accounting teams. Our platform streamlines the entire contract-to-cash process, encompassing billing, collections, revenue recognition, and comprehensive reporting, empowering teams to eliminate tedious manual tasks and enhance cash flow efficiency.High-growth enterprises such as Cursor and Statsig leverage Tabs to seamlessly generate invoices from contracts, reconcile payments in real-time, and ensure compliance with ASC 606 regulations.Founded in 2023, Tabs has successfully secured over $91 million in funding from Lightspeed Venture Partners, General Catalyst, and Primary. With our headquarters in New York, we bring a wealth of expertise in finance and artificial intelligence.About the RoleWe are seeking a Senior Solutions Consultant based in New York to play a pivotal role in our pre-sales processes. You will collaborate closely with our Go-to-Market team and our clients to design tailored solutions. This is an exceptional opportunity for individuals eager to contribute significantly to our growth trajectory at the early stages of our company.What You’ll DoCollaborate with finance and accounting leaders to showcase the capabilities of the Tabs platform, emphasizing solutions to business challenges and articulating comprehensive workflows.Oversee pre-sales projects, ensuring the practicality of proposed solutions while working closely with the Implementation team on proof-of-concept developments that align with our product offerings.Support the Go-to-Market team by providing a consultative, solutions-oriented perspective in meetings with potential clients, translating these solutions into workflow maps, implementation proposals, and related materials.Advise clients on integrating Tabs into their existing technology ecosystem, often involving complex systems such as ERP, CRM, and BI tools.Cultivate and maintain robust relationships with key decision-makers, ensuring a consultative approach to resolving technical and business challenges.

Feb 10, 2026
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company
Full-time|On-site|New York Office

About BasisBasis empowers accountants with innovative AI agents designed to streamline real workflows effectively.Having successfully achieved product-market fit, we are experiencing unprecedented demand and have recently secured $34 million in funding to accelerate our growth and meet this moment.Founded in the heart of New York City, you can learn more about Basis here.What You Will Do:In this pivotal role, you will conduct impactful, value-based demonstrations illustrating how our AI agents optimize processes such as month-end closing, reconciliations, audits, and tax workflows.You will act as the financial authority, adept at addressing inquiries related to technical accounting, compliance, and integrations. Your responsibilities will include managing security and IT questionnaires, guiding prospects through technical due diligence, and identifying optimal opportunities through structured evaluations. You will collaborate with Account Executives to strategize for complex cycles and enterprise deals, ensuring seamless transitions to post-sales teams through effective knowledge transfer. You will also keep abreast of accounting practices, industry advancements, and competitive dynamics. Location: NYC, Flatiron office. In-person team collaboration is essential.What You Bring to the Role:Experience: Over 3 years in accounting, finance, investment banking, or Private Equity.Process-oriented: Ability to decompose complex challenges into clear, repeatable actions.Excellent communicator: Capable of articulating technical concepts to executives and accounting teams alike.First principles thinker: Willing to question assumptions and apply insights to new solutions.Team player: Eager to help build foundational elements as we scale rapidly.All-in mentality: Prepared for a fast-paced, high-responsibility environment.Office enthusiast: Prefers in-person collaboration at our NYC office.Desired Qualifications:Experience in early-stage startups.Hands-on proficiency with accounting software such as QuickBooks, Xero, NetSuite, Bill.com, Ramp, etc.

Jan 6, 2026
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companyProfound logo
Full-time|$120K/yr - $200K/yr|On-site|New York City

At Profound, we are dedicated to empowering businesses to comprehend and manage their AI presence effectively. As a Solutions Consultant, you will play a pivotal role at the intersection of sales, product, and customer success. Your primary focus will be to guide enterprise prospects and customers in recognizing the value of Profound’s innovative platform and its customization to meet their specific needs. You will take ownership of the technical and strategic aspects of the pre-sales process, translating customer objectives into scalable solutions that yield measurable results.Key ResponsibilitiesCollaborate closely with the Sales team to facilitate discovery calls, product demonstrations, and RFP responses, effectively communicating Profound’s technical strengths and strategic advantages to enterprise clients.Lead the design of customized solutions by aligning customer use cases with platform features, integrations, and data models to ensure optimal compatibility.Deliver impactful product demonstrations that illustrate how Profound enhances brand visibility across AI-driven platforms.Work in tandem with Product and Engineering teams to define the scope of custom implementations, integrations, and data requirements for strategic accounts.Develop and enhance proof-of-concept engagements to showcase ROI and expedite deal closures.Create and maintain comprehensive technical documentation, solution playbooks, and demo environments to support scalability and repeatability.Act as a trusted advisor to customers and internal teams, bridging technical insights with marketing and AI strategies.Collect market and customer feedback to inform product roadmap priorities and enable market entry strategies.

Nov 3, 2025
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companyVeeva Systems Inc. logo
Full-time|Hybrid|New York - New York City

At Veeva Systems, we are a mission-driven organization revolutionizing the life sciences industry through innovative cloud solutions, enabling companies to deliver therapies to patients more efficiently. As one of the fastest-growing SaaS firms, we achieved over $2 billion in revenue last fiscal year, with even greater growth prospects on the horizon.Our core values—Doing the Right Thing, Customer Success, Employee Success, and Speed—guide us in our mission. Notably, we made history in 2021 by becoming a public benefit corporation (PBC), committed to balancing the interests of our customers, employees, society, and investors.As a Work Anywhere organization, we offer the flexibility to work from home or in our offices, allowing you to thrive in an environment that suits you best.Join us in our mission to transform the life sciences industry, making a positive impact on our customers, employees, and communities.Role OverviewCrossix, a division of Veeva, focuses on enhancing healthcare marketing through advanced analytics, planning, targeting, measurement, and optimization solutions. We boast the most accurate segments built on the largest health data network. This team plays a crucial role in driving the adoption and commercial success of Crossix Audience products. We seek high achievers to join our expanding team in New York. In this role, you will collaborate with internal teams and clients to enhance our business's commercial performance, ensuring widespread adoption of our audience-targeting solutions. This position is open at various levels of seniority.

Mar 4, 2025
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companydualentry logo
Full-time|On-site|New York City

Join our dynamic team at dualentry as a Senior Recruiter, where you will play a pivotal role in attracting and acquiring top talent in a fast-paced environment. You will leverage your expertise in recruitment to enhance our hiring processes and maintain our company's reputation as an employer of choice.

Mar 14, 2026

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