FinQuery stands at the forefront of accounting automation, driven by a deep specialty in contract-driven accounting. Our AI-enabled platform transforms how controllers and finance teams operate, seamlessly managing and accounting for the complex financial contracts—like leases, prepaids, and accruals—that are the backbone of modern business. We are not just a software provider; we are the unified subledger that eliminates time-intensive, error-prone technical accounting workflows, ensuring financial reports are accurate and empowering our customers to focus on strategic, high-value tasks.
What you will be doing:
- Manage customer-facing project services
- Coordinate with Sales, Professional Services and Customer Solutions to onboard multiple clients simultaneously accurately and efficiently
- Engage with Engineering to resolve issues that arise in implementation and communicate product updates to the client
- Initiate, plan and design project timelines based on client specifics and the availability of internal resources
- Comply with department standards in accordance with SOC regulations, especially as it relates to confidential document management
- Support development of business cases with the customer team, including solutions estimates
- Communicate project status and milestones to the client in a consistent and effective manner
- Manage customer relationships as well as the project team and internal experts
- Coordinate with Professional Services team to input client data into the application and train clients on how to use the software
- Use Salesforce and Milestones to track project milestones and client interactions.
- Other duties as assigned
What skills and experience we need you to have:
- 4-year college degree or equivalent experience
- Strong written and verbal communication skills
- Salesforce experience preferred
- Must have strong organizational skills and be detail oriented.
- Project management experience preferred
- 1-2 years of client facing experience preferred
- 1-2 years of experience of working with a high growth or SaaS company
For Your Growth & Career:
Annual employee development program stipend of $1,000 for each employee
Mentorship program available
Sabbatical program of 4 weeks after 5 years of service
Advancement opportunities based on results
For Your Financial Well-being:
Signing stipend for a work-from-home setup
For Your Health & Wellness:
Paid Time Off
For Your Family & Life:
Parental Leave Benefits
Fertility/Adoption Assistance
Annual tutoring stipend for your children
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