Solutions Engineer / Implementation Specialist /

Location: San Francisco

Company: Truewind

About Truewind

Truewind is transforming the way accounting firms manage financial data by building an AI-powered bookkeeping platform that integrates seamlessly with ERPs like QuickBooks, Xero, Sage, and NetSuite. As we scale, we are looking for a Solutions Consultant / Implementation Specialist to ensure our customers have a seamless onboarding experience and maximize the value of our platform.

About the Role

We are hiring our first dedicated Solutions Consultant / Implementation Specialist, who will own the post-sales implementation process and help define the playbook for future hires. This role is perfect for someone who has a strong understanding of accounting workflows and ERPs, thrives in fast-paced startup environments, and enjoys working directly with customers to solve problems.

What You'll Do

• Become a Product Expert – Develop a deep understanding of Truewind’s platform to provide technical and functional guidance to customers.
• Lead New Customer Onboarding – Own the full 4-6 week onboarding process, from account setup to guiding customers through their first month-end close to ensure they reach the "aha moment." And figure out how to shorten the process!
• Conduct Live & Recorded Trainings – Deliver high-quality training sessions and create video tutorials & documentation to scale the onboarding process.
• Manage Customer Configurations – Set up customer accounts, configure settings, and ensure they can successfully integrate Truewind into their accounting workflows.
• Handle Implementation Support & Troubleshooting – Resolve any onboarding issues, escalate product gaps to engineering, and ensure a smooth transition to the customer success team.
• Bridge Sales & Product Development – Join sales calls to answer product questions, document feedback from onboarding sessions, and work with product & engineering to refine our roadmap.
• Establish Best Practices – Define and improve internal implementation processes to create a repeatable and scalable onboarding experience.

What We're Looking For

Must-Haves:

✅ Accounting or ERP Experience – Hands-on experience with QuickBooks, Xero, Sage, NetSuite, or similar systems. Prior experience as an accountant, bookkeeper, or ERP implementation specialist is highly preferred.

✅ Customer-Facing Experience – You have strong communication & presentation skills, with a proven ability to work with clients in a solutions-oriented role.

✅ Tech-Savvy Problem Solver – You can troubleshoot product issues and navigate complex financial workflows.

✅ Highly Organized & Detail-Oriented – You document your work, track customer progress, and ensure transparency in the onboarding pipeline.

✅ Fast-Paced & Adaptable – You thrive in a 0-to-1 startup environment where ambiguity, iteration, and problem-solving are part of the daily work.

Nice-to-Haves:

➕ CPA or ERP Certifications – CPA, QuickBooks ProAdvisor, NetSuite Consultant, or other relevant certifications.

➕ B2B SaaS Implementation Experience – Experience onboarding accounting firms or financial teams onto SaaS platforms.

➕ Understanding of Different Business Models – Ability to adapt implementation strategies based on how different businesses use accounting tech stacks.

➕ Leadership Potential – Interest in growing and managing a future team of implementation specialists.

Why Join Truewind?

🚀 Be a Founding Team Member – Define and shape how Truewind scales its customer onboarding function.

🎯 Make a Direct Impact – Your work will drive product improvements and help our customers succeed.

💡 Cross-Functional Growth – Work closely with Sales, Product, and Engineering, gaining exposure to different aspects of the business.

💰 Competitive Salary & Equity – As an early hire, you'll receive meaningful compensation and potential ownership.

Strong preference for Candidates able to work out of San Francisco, CA