Implementation Specialist
Truewind
San Francisco, CA, USA
Posted on May 23, 2025
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